BREVARD HEALTH ALLIANCE INC

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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

2003

Legal Domicile

Principal Officer

RICHARD A HELTON

Phone

3217494781

Tax Period

2024-10-01 to 2025-09-30

BREVARD HEALTH ALLIANCE INC, founded in 2003, is a mid-sized nonprofit in the Health Care sector that reported $70.5M in total revenue in fiscal year 2024.

Mission

THE MISSION OF THE BREVARD HEALTH ALLIANCE, INC. IS TO IMPROVE THE HEALTH STATUS OF BREVARD COUNTY BY PROVIDING A MEDICAL HOME WHERE ALL PATIENTS RECEIVE HIGH-QUALITY CARE IN A TIMELY MANNER. WE COMMIT TO ENSURING EVERY PATIENT WE SERVE IS HEARD, ENCOURAGED, AND RESPECTED.

Program Service Accomplishments

Program 1

Expenses: $59,984,366 Revenue: $57,363,387

IN 2025, BREVARD HEALTH ALLIANCE'S 20TH YEAR OF OPERATION, BREVARD HEALTH ALLIANCE (BHA) ACHIEVED SIGNIFICANT RESULTS WITH THE HEALTHCARE PROVIDED TO RESIDENTS OF BREVARD COUNTY. BHA SERVICED 231,088 MEDICAL VISITS. ADDITIONALLY, BHA PROVIDED 32,718 DENTAL VISITS. 232,344 PRESCRIPTIONS WERE DISPENSED FROM BHA PHARMACIES AND BHA ATTENDED OVER 31 OUTREACH EVENTS IN OUR COMMUNITY. AS BHA CONTINUES TO GROW ITS PRESENCE IN BREVARD COUNTY, WE WILL BE ABLE TO BETTER SERVE THOSE IN OUR COMMUNITY WHO NEED US MOST.

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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 $12,386,041

Program Service Revenue $56,805,476

Investment Income $738,746

Other Revenue $557,911

TOTAL REVENUE $70,488,174

Expense Breakdown

Grants Paid $617,138

Salaries & Benefits $44,701,850

Fundraising Expenses $0

Program Expenses $59,984,366

Other Expenses $23,105,934

TOTAL EXPENSES $68,424,922

Year-over-Year Comparison

	2024	2023	Change
Revenue	$70,488,174	$67,287,236	+0.0%
Expenses	$68,424,922	$68,070,912	+0.0%
Net Income	$2,063,252	$-783,676	-3.6%

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

628

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

$2,005,403

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
COLLEEN BROWNE	DIRECTOR	1.00	Director	$0	$0	$0
KEITH DONALD	DIRECTOR	1.00	Director	$0	$0	$0
BRETT ESROCK	DIRECTOR	1.00	Director	$0	$0	$0
JOHN BARRY FORBES	TREASURER	1.00	Officer Director	$0	$0	$0
LEIGH PETTIGREW	SECRETARY	1.00	Officer Director	$0	$0	$0
ROBERT SANTIAGO	CHAIRMAN	1.00	Officer Director	$0	$0	$0
ERIN SHEA	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JOHN EMIL MALEK	CHIEF COMPLIANCE OFFICER A	1.00	Director	$0	$0	$0
SONJA CUMMINGS-WILSON	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH FLYNN	DIRECTOR	1.00	Director	$0	$0	$0
MARK RANDLOV	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD A HELTON	CHIEF EXECUTIVE OFFICER	40.00	Officer	$377,003	$18,586	$395,589
MAEGEN ANDERSON	CHIEF OPERATING OFFICER	40.00	Officer	$251,263	$23,834	$275,097
THEODORE SCHUCK	CHIEF MEDICAL OFFICER	40.00	Officer	$335,261	$35,005	$370,266
WENDY L LOCKHART	CHIEF OF PEDIATRICS	40.00	Officer	$238,420	$29,125	$267,545
ROBERT JOHN WALTERS	CHIEF HUMAN RESOURCES OFFI	40.00	Officer	$239,872	$21,732	$261,604
REEM NATAFJI	CHIEF PHARMACY OFFICER	40.00	Officer	$230,859	$30,430	$261,289
MARCUS JOHNSON	CHIEF FINANCIAL OFFICER	40.00	Officer	$157,105	$16,908	$174,013
SHAUN ERIK GARCIA	CHIEF QUALITY OFFICER (THRU 02/25)	40.00	Highest	$270,125	$26,710	$296,835
SAJIDA MATHEW	LEAD PSYCHIATRIST	40.00	Highest	$283,874	$32,969	$316,843
PAUL PENA	LEAD PHYSICIAN OF UTILIZATION REVIEW	40.00	Highest	$244,895	$28,244	$273,139
RONALD TROUT	PHYSICIAN - FAMILY MEDICINE (THRU 12/2024)	40.00	Highest	$243,944	$25,500	$269,444
DAVID TODD	PHYSICIAN - FAMILY MEDICINE (THRU 12/2024) (THRU 1	40.00	Highest	$241,191	$23,914	$265,105

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
2025	$70,488,174	$68,424,922	$64,575,639	$2,063,252
2024	$67,287,236	$68,070,912	$59,364,584	$-783,676
2023	$66,108,508	$59,990,627	$59,724,009	$6,117,881
2022	$57,510,485	$49,474,646	$40,519,404	$8,035,839
2021	$54,010,232	$41,230,820	$31,974,124	$12,779,412
2020	$33,738,621	$34,498,963	$22,397,296	$-760,342
2019	$30,935,767	$30,634,239	$18,397,890	$301,528
2018	$28,467,544	$27,395,355	$16,852,359	$1,072,189