EMPATH-STRATUM INC (EIN 851356625) - 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

9415525900

Tax Period

2023-10-01 to 2024-09-30

EMPATH-STRATUM INC, founded in 2020, is a mid-sized nonprofit in the Human Services sector that reported $51.1M in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum. Net assets of $611.5M represent 144 months of operating reserves.

Mission

THE MISSION OF EMPATH-STRATUM, INC. IS TO PROMOTE AND SUPPORT THE CHARITABLE MISSION OF EACH OF ITS AFFILIATES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $5,055,917

Program Service Revenue $46,041,124

Investment Income $16,627

Other Revenue $0

TOTAL REVENUE $51,113,668

Expense Breakdown

Grants Paid $0

Salaries & Benefits $28,570,493

Fundraising Expenses $0

Program Expenses $11,285,649

Other Expenses $26,505,365

TOTAL EXPENSES $55,075,858

Year-over-Year Comparison

	2023	2022	Change
Revenue	$51,113,668	$41,289,623	+0.2%
Expenses	$55,075,858	$53,486,651	+0.0%
Net Income	$-3,962,190	$-12,197,028	-0.7%

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

Employees

236

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

$1,781,371

Total Directors

$418,963

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BENJAMIN HAYES	CHAIR	1.0	Officer Director	$0	$0	$0
CHARLES WHETSTONE	TREASURER	1.0	Officer Director	$0	$0	$0
CHRISTY HENDRICKS	CHIEF LEGAL OFFICER	1.0	Officer Director	$0	$38,110	$418,963
JAN MILLER	VICE CHAIR	1.0	Officer Director	$0	$0	$0
DEBORAH NICKLAUS	DIRECTOR	1.0	Director	$0	$0	$0
LINDA DE MELLO	DIRECTOR	1.0	Director	$0	$0	$0
LINDA PLASTER	DIRECTOR	1.0	Director	$0	$0	$0
MARY JEAN ETTEN	DIRECTOR	1.0	Director	$0	$0	$0
MICHAEL USELTON	DIRECTOR	1.0	Director	$0	$0	$0
THOMAS STUHLEY	DIRECTOR	1.0	Director	$0	$0	$0
JONATHAN FLEECE	PRESIDENT/CEO	1.0	Officer	$0	$48,894	$876,727
SAIDA BOUHAMID	CFO	1.0	Officer	$0	$38,556	$485,681
ARTHUR L CLARK	VP INFORMATION TECHNOLOGY	40.0	Highest	$230,380	$25,578	$255,958
LAURA MOSBY	CHIEF ETHICS & COMPLIANCE OFFICER	40.0	Highest	$210,364	$27,548	$237,912
NEVILLE B SARKARI	CHIEF MEDICAL OFFICER	40.0	Highest	$461,578	$49,600	$511,178
RHONDA L SANDERS	CHIEF MISSION ACCESS OFFICER	40.0	Highest	$370,366	$35,990	$406,356
WADE A CHILDRESS	VP OPERATIONS & HUMAN RESOURCES	40.0	Highest	$305,576	$37,822	$343,398
JEFFREY BONHAM	FORMER CHIEF MISSION IMPLEMENTATION/SVP HOME HEALTH	40.0		$185,887	$25,537	$211,424
RAFAEL J SCIULLO	FORMER PRESIDENT	0.0		$0	$2,364	$413,718

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
2024	$51,113,668	$55,075,858	$641,052,107	$-3,962,190
2023	$41,289,623	$53,486,651	$406,078,871	$-12,197,028
2022	$6,853	$1,515,923	$337,557,524	$-1,509,070
2021	No data	$3,885	$378,217,388	No data

EMPATH-STRATUM INC