Citrine Health (EIN 911717603) - 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

1996

Legal Domicile

Principal Officer

Kerri Mallams

Phone

4252599899

Tax Period

2024-07-01 to 2025-06-30

Citrine Health, founded in 1996, is a community nonprofit in the Health Care sector that reported $2.3M in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $2.2M left a modest 5% surplus.

Mission

The Organization connects women and their families to services and resources for health and wellness.

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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 $2,268,085

Program Service Revenue $0

Investment Income $45,350

Other Revenue $-51,309

TOTAL REVENUE $2,262,126

Expense Breakdown

Grants Paid $0

Salaries & Benefits $838,608

Fundraising Expenses $639

Program Expenses $1,999,314

Other Expenses $1,316,240

TOTAL EXPENSES $2,154,848

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,262,126	$2,846,084	-0.2%
Expenses	$2,154,848	$2,704,188	-0.2%
Net Income	$107,278	$141,896	-0.2%

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

Total Directors

Key Employees

$164,876

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Marilyn Finsen	President	3.00	Officer Director	$0	$0	$0
Sandra Bowers-Kinney	Treasurer	1.50	Officer Director	$0	$0	$0
Lisa Gavin	Secretary	1.50	Officer Director	$0	$0	$0
Rhea Reynolds	Director	1.50	Director	$0	$0	$0
Megan Kalsen	Director	1.50	Director	$0	$0	$0
Kerri Mallams	Executive Director	40.00	Key Emp	$164,876	$0	$164,876

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	$2,262,126	$2,154,848	$1,134,024	$107,278
2024	$2,846,084	$2,704,188	$3,096,009	$141,896
2023	$1,800,509	$1,714,115	$3,814,917	$86,394
2022	$1,742,629	$1,618,249	$631,769	$124,380
2021	$1,572,197	$1,400,256	$505,754	$171,941
2020	$1,829,459	$1,793,140	$430,462	$36,319
2019	$1,760,526	$1,700,855	$337,320	$59,671

Citrine Health