ChangePoint Integrated Health (EIN 860215065) - 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

1966

Legal Domicile

Principal Officer

JEFFREY A OAKES

Phone

9285375315

Tax Period

2017-10-01 to 2018-09-30

ChangePoint Integrated Health, founded in 1966, is a mid-sized nonprofit in the Human Services sector that reported $19.4M in total revenue in fiscal year 2017.

Mission

to inspire change emplower individuals and improve lives in our community

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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 (2017)

Revenue Breakdown

Contributions & Grants $17,139,473

Program Service Revenue $2,227,416

Investment Income $63,316

Other Revenue $0

TOTAL REVENUE $19,430,205

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,721,898

Fundraising Expenses $0

Program Expenses $18,950,796

Other Expenses $8,228,898

TOTAL EXPENSES $18,950,796

Year-over-Year Comparison

	2017	2016	Change
Revenue	$19,430,205	$18,916,072	+0.0%
Expenses	$18,950,796	$19,848,790	0.0%
Net Income	$479,409	$-932,718	-1.5%

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

N/A

Independent Members

N/A

Employees

259

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

$136,054

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KENT WORTHEN	Medical Director	40	Highest	$184,256	$0	$184,256
SALVACION M POWELL	medical	40	Highest	$141,805	$0	$141,805
RENO TRUJILLO	Medical	40	Highest	$102,519	$0	$102,519
BRAD HEAD	Director	40	Highest	$99,541	$0	$99,541
CARA QUADE	Medical	40	Highest	$156,171	$0	$156,171
JEFFREY A OAKES	Chief Executive	40	Officer	$136,054	$0	$136,054

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
2018	$19,430,205	$18,950,796	$10,424,016	$479,409

ChangePoint Integrated Health