PHENOME HEALTH

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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

2022

Legal Domicile

Principal Officer

LEROY HOOD

Phone

2067436669

Tax Period

2024-01-01 to 2024-12-31

PHENOME HEALTH, founded in 2022, is a community nonprofit in the Medical Research sector that reported $3.5M in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year. Expenses of $3.4M left a modest 4% surplus.

Mission

PHENOME HEALTH'S MISSION IS TO DEVELOP THE TOOLS & INSIGHTS THAT POWER DATA-DRIVEN PERSONALIZED HEALTH. WE ENVISION A WORLD WHERE EVERYONE IS EMPOWERED BY THEIR OWN DATA TO IMPROVE WELLNESS AND PREVENT DISEASE.

Program Service Accomplishments

Program 1

Expenses: $929,906

PREDICTIVE MODELING. WE CONTINUED THE 2023 EFFORTS IN 2024 TO BUILD COMPUTATIONAL MODELS AND THE REQUIRED BIOINFORMATIC PIPELINES FOR THE PURPOSE OF MODELING HEALTH TRAJECTORIES FOR INDIVIDUALS GIVEN PERSONAL HEALTH DATA AS INPUTS TO MODELS. ALL DATA ARE DEIDENTIFIED WITH NO ACCESS TO PHI OR PII BY PHENOME HEALTH PERSONNEL IN 2024 WE ADDED ACCESS TO VARIOUS PUBLIC DATABASES TO INFORM OUR MODELS AND SECURED FEDERAL FUNDING, WHICH BEGAN IN OCTOBER 2024, TO SUPPORT THESE EFFORTS.

Program 2

Expenses: $514,403

PILOT TYPE 2 DIABETES STUDY. IN 2024 WE CONTINUED A PILOT STUDY OF TYPE 2 DIABETES THAT BEGAN IN 2023. THIS STUDY IS ENROLLING 25 PATIENTS WITH DIABETES, THROUGH CLINICAL PARTNERSHIPS, IN PREPARATION FOR A 1000 PERSON DIABETES STUDY FOR WHICH FUNDING IS ANTICIPATED IN Q2 2025. THE PILOT STUDY SOUGHT TO TEST THE ALL PROJECT INFRASTRUCTURE REQUIRED TO ENROLL PATIENTS, COLLECT BIOLOGICAL SAMPLES, AND GENERATE AND ANALYZE HEALTH DATAAS A PROOF OF PRINCIPLE STUDY. THIS STUDY WILL CLOSE OUT AT THE LAUNCH OF THE LARGER STUDY IN 2025.

Program 3

Expenses: $542,908

MULTIOMIC DATA PLATFORM BUILD. IN 2024 WE CONTINUED TO INVEST IN BUILDING A COMPUTATIONAL ENVIRONMENT CAPABLE OF SERVING THE NEED TO INGEST AND ANALYZE HIGH DIMENSIONAL HEALTH DATA. THIS PLATFORM...

MULTIOMIC DATA PLATFORM BUILD. IN 2024 WE CONTINUED TO INVEST IN BUILDING A COMPUTATIONAL ENVIRONMENT CAPABLE OF SERVING THE NEED TO INGEST AND ANALYZE HIGH DIMENSIONAL HEALTH DATA. THIS PLATFORM REQUIRES CONTINUED FEATURE DEVELOPMENT AND MAINTENANCE. IT IS CURRENTLY SERVING EXISTING PREDICTIVE MODELING NEEDS AND WILL SERVE PROJECTS WE SECURE FUNDING FOR IN THE FUTURE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $3,516,837

Program Service Revenue $0

Investment Income $24

Other Revenue $14

TOTAL REVENUE $3,516,875

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,794,425

Fundraising Expenses $672,818

Program Expenses $1,987,217

Other Expenses $1,566,131

TOTAL EXPENSES $3,360,606

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,516,875	$3,720,155	-0.1%
Expenses	$3,360,606	$2,974,159	+0.1%
Net Income	$156,269	$745,996	-0.8%

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

Volunteers

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

$858,549

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LEE HOOD	MEMBER	20.00	Director	$0	$0	$0
JEFF WILKE	CHAIR	1.00	Officer Director	$0	$0	$0
ROGER PERLMUTTER	MEMBER	1.00	Director	$0	$0	$0
MARIA KLAWE	MEMBER	1.00	Director	$0	$0	$0
SIMON EVANS	COO & SECRETARY	50.00	Officer	$199,365	$40,880	$240,245
JAMES YURKOVICH	CHIEF TECHNOLOGY OFFICER	50.00	Officer	$202,389	$23,224	$225,613
JENNIFER LOVEJOY	CHIEF TRANSLATIONAL SCIENCE OFFICER	50.00	Officer	$199,844	$32,119	$231,963
JEFF BOORE	CHIEF BIOTECHNOLOGY OFFICER	35.00	Officer	$117,686	$11,900	$129,586
NOA RAPPAPORT	CHIEF DATA OFFICER	10.00	Officer	$28,954	$2,188	$31,142
LANCE PFLIEGER	SENIOR DATA SCIENTIST	40.00	Highest	$137,490	$23,616	$161,106

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	$3,516,875	$3,360,606	$2,377,749	$156,269
2023	$3,720,155	$2,974,159	$1,633,565	$745,996
2022	$3,072,624	$2,314,525	$942,596	$758,099