HEALTH ACCESS FOUNDATION (EIN 930957949) - 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

1987

Legal Domicile

Principal Officer

AMANDA MCALLISTER-WALLNER

Phone

5309023247

Tax Period

2023-10-01 to 2024-09-30

HEALTH ACCESS FOUNDATION, founded in 1987, is a community nonprofit that reported $5.3M in total revenue in fiscal year 2023. The organization ran a surplus of $1.4M, a strong 26% operating margin.

Mission

ORGANIZING, ADVOCACY, RESEARCH, AND PUBLIC EDUCATION TOWARD THE GOAL OF QUALITY AFFORDABLE HEALTH CARE FOR ALL.

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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 $5,149,813

Program Service Revenue $0

Investment Income $125,349

Other Revenue $33,515

TOTAL REVENUE $5,308,677

Expense Breakdown

Grants Paid $106,850

Salaries & Benefits $2,480,492

Fundraising Expenses $116,008

Program Expenses $3,264,077

Other Expenses $1,364,245

TOTAL EXPENSES $3,951,587

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,308,677	$5,206,049	+0.0%
Expenses	$3,951,587	$3,898,172	+0.0%
Net Income	$1,357,090	$1,307,877	+0.0%

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

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

$507,997

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANTHONY WRIGHT	EXECUTIVE DIRECTOR	40	Officer	$198,220	$28,188	$226,408
AMANDA MCALLISTER-WALLNER	INTERIM EXECUTIVE DIRECTOR	40	Officer	$129,770	$15,760	$145,530
ERIN CHANDLER	CHIEF OPERATING OFFICER	40	Officer	$105,635	$30,424	$136,059
JAMES CROUCH	PRESIDENT	5	Officer Director	$0	$0	$0
CRISTINA URIBE	SECRETARY/TREASURER	5	Officer Director	$0	$0	$0
JUDY APPEL	BOARD MEMBER	5	Director	$0	$0	$0
LUISA BLUE	BOARD MEMBER	5	Director	$0	$0	$0
SARAH DE GUIA	BOARD MEMBER	5	Director	$0	$0	$0
LYNNE FAULKS	BOARD MEMBER	5	Director	$0	$0	$0
VIOLA GONZALES	BOARD MEMBER	5	Director	$0	$0	$0
MARTY LYNCH	BOARD MEMBER	5	Director	$0	$0	$0
DENZEL TONGUE	BOARD MEMBER	5	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
2024	$5,308,677	$3,951,587	$5,917,297	$1,357,090
2023	$5,206,049	$3,898,172	$4,695,212	$1,307,877
2022	$2,595,599	$2,583,355	$2,720,133	$12,244
2021	$3,338,680	$2,670,504	$2,693,534	$668,176
2020	$2,255,038	$2,604,294	$2,095,920	$-349,256
2019	$3,291,619	$2,807,864	$2,396,766	$483,755
2018	$3,184,059	$2,760,191	$1,954,286	$423,868

HEALTH ACCESS FOUNDATION