WHITE BIRD CLINIC (EIN 930585814) - 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

1970

Legal Domicile

Principal Officer

AMEE MARKWARDT

Phone

5413428255

Tax Period

2024-07-01 to 2025-06-30

WHITE BIRD CLINIC, founded in 1970, is a mid-sized nonprofit in the Mental Health sector that reported $22.4M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE A COLLECTIVE ENVIRONMENT ORGANIZED TO ENABLE PEOPLE TO GAIN CONTROL OF THEIR SOCIAL, EMOTIONAL, AND PHYSICAL WELL-BEING THROUGH DIRECT SERVICE, EDUCATION, AND COMMUNITY.

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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 $9,650,953

Program Service Revenue $12,513,837

Investment Income $179,043

Other Revenue $9,824

TOTAL REVENUE $22,353,657

Expense Breakdown

Grants Paid $0

Salaries & Benefits $13,563,954

Fundraising Expenses $0

Program Expenses $17,649,550

Other Expenses $10,141,802

TOTAL EXPENSES $23,705,756

Year-over-Year Comparison

	2024	2023	Change
Revenue	$22,353,657	$19,495,440	+0.1%
Expenses	$23,705,756	$18,805,217	+0.3%
Net Income	$-1,352,099	$690,223	-3.0%

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

268

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

$235,505

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANA O'MARY	MEDICAL DIRE	40.00	Highest	$176,259	$11,323	$187,582
JEREMY GATES	EXECUTIVE DI	40.00	Officer	$126,922	$9,789	$136,711
STEPHEN BARRETT	DENTIST	40.00	Highest	$124,791	$11,465	$136,256
PHILIP MEYER	DENTAL CLINI	40.00	Highest	$119,324	$1,047	$120,371
TY OSBORNE	BH PROG MGR	40.00	Highest	$104,664	$10,631	$115,295
JESSICA DODGE	DENTIST	40.00	Highest	$103,350	$9,789	$113,139
JENILEE EASTER	FINANCE DIRE	40.00	Officer	$90,981	$7,813	$98,794
MARK ERICKSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
JENN SALTER	SECRETARY	1.00	Officer Director	$0	$0	$0
TIFFANY JONES	INTERIM TREA	1.00	Officer Director	$0	$0	$0
AMY EXAH	MEMBER	1.00	Director	$0	$0	$0
JULIANNA ORMSBY	MEMBER	1.00	Director	$0	$0	$0
JOHN FOX	MEMBER	1.00	Director	$0	$0	$0
DEVIN BOWMAN	MEMBER	1.00	Director	$0	$0	$0
BRYN ANDERSON	MEMBER	1.00	Director	$0	$0	$0
LORNA MIDDLETON	MEMBER	1.00	Director	$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
2025	$22,353,657	$23,705,756	$17,938,760	$-1,352,099
2024	$19,495,440	$18,805,217	$20,734,964	$690,223
2023	$19,441,721	$16,332,826	$20,517,085	$3,108,895
2022	$16,444,003	$13,806,508	$15,311,492	$2,637,495
2021	$16,068,440	$13,223,070	$13,498,656	$2,845,370
2020	$10,659,217	$10,394,672	$10,943,890	$264,545

WHITE BIRD CLINIC