INSTITUTE FOR PREVENTIVE HEALTHCARE AND ADVOCACY (EIN 850804230) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2020

Legal Domicile

Phone

8287682369

Tax Period

2025-01-01 to 2025-12-31

INSTITUTE FOR PREVENTIVE HEALTHCARE AND ADVOCACY, founded in 2020, is a small nonprofit in the Health Care sector that reported $273K in total revenue in fiscal year 2025. The organization ran a surplus of $67K, a strong 25% operating margin.

Mission

TO PROMOTE OPTIMUM HEALTH FOR ALL RESIDENTS OF BUNCOMBE COUNTY AND SURROUNDING AREAS BY ADDRESSING THE SOCIAL DETERMINANTS OF HEALTH AND THE INEQUITIES IN ACCESS TO AFFORDABLE AND PREVENTIVE HEALTHCARE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $270,755

Program Service Revenue $0

Investment Income $2,188

Other Revenue $0

TOTAL REVENUE $272,943

Expense Breakdown

Grants Paid $1,800

Salaries & Benefits $129,910

Fundraising Expenses $3,190

Program Expenses $154,695

Other Expenses $74,181

TOTAL EXPENSES $205,891

Year-over-Year Comparison

	2025	2024	Change
Revenue	$272,943	$258,709	+0.1%
Expenses	$205,891	$236,316	-0.1%
Net Income	$67,052	$22,393	+2.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

$88,750

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHEY AVERY	CEO	40.00	Key Emp	$88,750	$0	$88,750
CHARLES LEE	TREASURER	1.00	Director	$0	$0	$0
CRYSTAL MACKINNON	SECRETARY	1.00	Director	$0	$0	$0
FRANK CASTELBLANCO	BOARD MEMBER	1.00	Officer	$0	$0	$0
RONNIE PEPPER	CHAIR	1.00	Officer	$0	$0	$0
BRYAN HODGE MD	BOARD MEMBER	2.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$272,943	$205,891	$272,422	$67,052
2024	$258,709	$236,316	$210,092	$22,393
2023	$312,128	$262,543	$186,108	$49,585
2023	$312,128	$262,543	$186,108	$49,585
2023	$307,995	$258,410	$186,371	$49,585
2022	$280,753	$442,211	$133,006	$-161,458
2021	$465,937	$224,715	$294,418	$241,222

INSTITUTE FOR PREVENTIVE HEALTHCARE AND ADVOCACY