Association of Washington Healthcare Plans (EIN 943254739) - 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

Principal Officer

Caitlin Safford

Phone

3605243060

Tax Period

2023-01-01 to 2023-12-31

Association of Washington Healthcare Plans is a small nonprofit that reported $568K in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion.

Mission

AWHP is the voice of the carrier community about common concerns, providing information and analysis from the carriers perspective to public policy makers and regulators, and supporting solutions for the complex health care issues confronting our state.

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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 $558,048

Program Service Revenue $0

Investment Income $5,379

Other Revenue $4,500

TOTAL REVENUE $567,927

Expense Breakdown

Grants Paid $0

Salaries & Benefits $354,720

Fundraising Expenses $0

Other Expenses $221,666

TOTAL EXPENSES $576,386

Year-over-Year Comparison

	2023	2022	Change
Revenue	$567,927	$479,062	+0.2%
Expenses	$576,386	$521,551	+0.1%
Net Income	$-8,459	$-42,489	-0.8%

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

N/A

Employees

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
Peggi Fu	Executive Director	40.00		$240,000	$7,200	$247,200
Caitlin Safford	Board Chair	1.00	Officer Director	$0	$0	$0
Todd Lovshin	Vice Chair	1.00	Officer Director	$0	$0	$0
Jack Quinn	Secretary	1.00	Officer Director	$0	$0	$0
Gretchen Gillis	Treasurer	1.00	Director	$0	$0	$0
Brenda Faulkner	Member	0.50	Director	$0	$0	$0
Dekker Dirksen	Member	0.50	Director	$0	$0	$0
Andrea Davis	Member	0.50	Director	$0	$0	$0
Jennifer Baker	Member	0.50	Director	$0	$0	$0
Merlene Converse	Member	0.50	Director	$0	$0	$0
Gary Strannigan	Member	0.50	Director	$0	$0	$0
Tara Harrington	Member	0.50	Director	$0	$0	$0
Valorie Martinolich	Member	0.50	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	No data	No data	No data	No data
2023	$567,927	$576,386	$558,915	$-8,459
2022	$479,062	$521,551	$316,643	$-42,489
2021	$479,062	$408,680	$428,832	$70,382
2020	$542,087	$510,921	$253,900	$31,166
2019	$379,496	$603,602	$222,734	$-224,106
2018	$512,846	$309,704	$431,628	$203,142

Association of Washington Healthcare Plans