INSTITUTE FOR HEALTH POLICY ACCOUNTABILITY (EIN 873504906) - 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

2021

Legal Domicile

Principal Officer

STEVEN BLAKE HARRIS JR

Phone

5122776095

Tax Period

2023-01-01 to 2023-12-31

INSTITUTE FOR HEALTH POLICY ACCOUNTABILITY, founded in 2021, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2023. Revenue fell 22% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $320K, a strong 19% operating margin.

Mission

INSTITUTE FOR HEALTH POLICY ACCOUNTABILITY (IHPA) ADVANCES THE COMMON BUSINESS INTERESTS OF ITS MEMBERS BY SERVING AS AN INDEPENDENT AUTHORITY ON KEY DRIVERS OF DECISION MAKING IN THE HEALTH CARE SPACE. IHPA PROVIDES FACT-BASED RESEARCH AND ANALYSIS ACROSS THE PUBLIC POLICY LANDSCAPE, ADDING A CENTRAL AND CURRENTLY MISSING VOICE TO THE CONVERSATION. OUR MISSION IS SIMPLE: ENSURE THE PUBLIC RECEIVES AN HONEST ASSESSMENT OF POLICY PROPOSALS AND THEIR POTENTIAL IMPACTS ON PATIENTS.

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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 $0

Program Service Revenue $1,710,000

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,710,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $270,000

Fundraising Expenses $0

Other Expenses $1,120,183

TOTAL EXPENSES $1,390,183

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,710,000	$2,205,000	-0.2%
Expenses	$1,390,183	$1,243,984	+0.1%
Net Income	$319,817	$961,016	-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

N/A

Employees

N/A

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

$270,000

Total Directors

$180,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSANA MARTINEZ	PRESIDENT	3.00	Officer Director	$60,000	$0	$60,000
CHRISTOPHER PAIR	SECRETARY (UNTIL 12/15/23)	3.00	Officer Director	$60,000	$0	$60,000
STEVEN BLAKE HARRIS JR	TREASURER	3.00	Officer Director	$60,000	$0	$60,000
CHRIS WALKER	EXECUTIVE DIRECTOR	5.00	Officer	$90,000	$0	$90,000

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	No data	No data	No data	No data
2023	$1,710,000	$1,390,183	$2,181,203	$319,817
2022	$2,205,000	$1,243,984	$1,861,386	$961,016
2021	$1,000,000	$99,630	$900,370	$900,370

INSTITUTE FOR HEALTH POLICY ACCOUNTABILITY