NEIGHBORHOOD HEALTHCARE (EIN 952796316) - 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

1973

Legal Domicile

Principal Officer

Lisa Daigle

Phone

7607376934

Tax Period

2024-07-01 to 2025-06-30

NEIGHBORHOOD HEALTHCARE, founded in 1973, is a major nonprofit that reported $270.0M in total revenue in fiscal year 2024. Revenue grew 20% year-over-year, indicating healthy expansion. Expenses of $231.2M left a modest 14% surplus.

Mission

Neighborhood Healthcare is committed to providing quality health care and promoting wellness to everyone in our communities, focusing on those most in need.

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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 $14,380,404

Program Service Revenue $247,117,669

Investment Income $6,780,153

Other Revenue $1,683,728

TOTAL REVENUE $269,961,954

Expense Breakdown

Grants Paid $0

Salaries & Benefits $149,725,378

Fundraising Expenses $1,117,696

Program Expenses $194,260,124

Other Expenses $81,317,248

TOTAL EXPENSES $231,176,251

Year-over-Year Comparison

	2024	2023	Change
Revenue	$269,961,954	$225,421,999	+0.2%
Expenses	$231,176,251	$196,251,442	+0.2%
Net Income	$38,785,703	$29,170,557	+0.3%

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

1663

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

$1,182,026

Total Directors

Key Employees

$1,041,837

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rakesh Patel	CEO	40	Officer	$711,113	$17,250	$728,363
James Schultz	CMO	40	Key Emp	$611,468	$41,588	$653,056
Edgar M Bulloch	ACMO	40	Highest	$477,627	$20,418	$498,045
Gabriel Rodarte	Physician SR BHMD	40	Highest	$447,401	$32,851	$480,252
Pria Persaud	Psychiatrist	40	Highest	$420,090	$42,468	$462,558
Lisa Daigle	CFO	40	Officer	$416,926	$36,737	$453,663
Jeffrey Glenn	COO	40		$406,578	$32,350	$438,928
Katherine Francis	Physician PEDS	40	Highest	$405,209	$25,703	$430,912
Alejandra Postlethwaite Topete	Physician Psychiatry MD	32	Highest	$401,400	$27,464	$428,864
Alejandro Nunez	COO	40	Key Emp	$361,556	$27,225	$388,781
Alan Conrad	President	1	Director	$0	$0	$0
Laura Nunn	Vice President	1	Director	$0	$0	$0
William Bill Smith	Treasurer	1	Director	$0	$0	$0
Katherine Schafer	Secretary	1	Director	$0	$0	$0
Thomas Jenkins	Director	1	Director	$0	$0	$0
Federico Salas	Director	1	Director	$0	$0	$0
Judith Descalso	Director	1	Director	$0	$0	$0
Nasir Al-Sammaraie	Director	1	Director	$0	$0	$0
Cabiria Lizarraga	Director	1	Director	$0	$0	$0
Christopher Cruz	Director	1	Director	$0	$0	$0
Lisa Misraje	Director	1	Director	$0	$0	$0
Jesse Renteria	Director	1	Director	$0	$0	$0
Dolores Campillo	Director	1	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	$269,961,954	$231,176,251	$271,904,049	$38,785,703
2024	$225,421,999	$196,251,442	$235,152,505	$29,170,557
2023	$186,059,856	$159,325,691	$204,584,189	$26,734,165
2022	$149,081,726	$120,846,295	$143,902,623	$28,235,431
2021	$127,012,211	$102,944,713	$105,405,269	$24,067,498
2020	$101,789,810	$88,939,388	$76,651,787	$12,850,422
2019	$77,516,839	$75,343,206	$62,260,442	$2,173,633

NEIGHBORHOOD HEALTHCARE