CONNEXUS BEHAVIORAL HEALTH AND DISABILITY ADVOCATES (EIN 883990580) - 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

2022

Legal Domicile

Principal Officer

LISA MART

Phone

5153210065

Tax Period

2022-08-24 to 2023-06-30

CONNEXUS BEHAVIORAL HEALTH AND DISABILITY ADVOCATES, founded in 2022, is a community nonprofit that reported $5.8M in total revenue in fiscal year 2022. The organization ran a surplus of $5.0M, a strong 85% operating margin.

Mission

CONNEXUS BEHAVIORAL HEALTH AND DISABILITY ADVOCATES IMPROVES THE WELLBEING AND QUALITY OF LIFE FOR CITIZENS OF IOWA.

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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 (2022)

Revenue Breakdown

Contributions & Grants $6,580,246

Program Service Revenue $433,819

Investment Income $-1,223,639

Other Revenue $47,397

TOTAL REVENUE $5,837,823

Expense Breakdown

Grants Paid $0

Salaries & Benefits $274,887

Fundraising Expenses $0

Program Expenses $374,459

Other Expenses $577,572

TOTAL EXPENSES $852,459

Year-over-Year Comparison

	2022	2021	Change
Revenue	$5,837,823	N/A	N/A
Expenses	$852,459	N/A	N/A
Net Income	$4,985,364	N/A	N/A

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATTHEW MCGARVEY	PRESIDENT	1.00	Officer Director	$0	$0	$0
SHERRY PERKINS	TREASURER	2.00	Officer Director	$0	$0	$0
JASON PARKIN	DIRECTOR	1.00	Director	$0	$0	$0
LISA ENGLAND	DIRECTOR	1.00	Director	$0	$0	$0
DUSTYN CURRAN	DIRECTOR	1.00	Director	$0	$0	$0
BERNIE STONE	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL DAYTON	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH COX	EXECUTIVE DIRECTOR	47.00	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
2023	$5,837,823	$852,459	$5,111,136	$4,985,364
2023	$134	$56,265	No data	$-56,131

CONNEXUS BEHAVIORAL HEALTH AND DISABILITY ADVOCATES