Inter-Valley Health Plan Inc (EIN 953258674) - 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

1979

Legal Domicile

Phone

9097843400

Tax Period

2023-04-01 to 2024-03-31

Inter-Valley Health Plan Inc, founded in 1979, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2023. Revenue fell 99% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $340K, a strong 17% operating margin.

Mission

INTER VALLEY HEALTH PLAN, INC. IS IN THE PROCESS OF WINDING DOWN OPERATIONS. IT WAS A FEDERALLY QUALIFIED HEALTH MAINTENANCE ORGANIZATION. IT PROVIDED A FULL RANGE OF MEDICAL SERVICES TO ELIGIBLE MEDICARE PARTICIPANTS. AT MARCH 31, 2024 THERE WERE 0 PARTICIPATING MEMBERS.

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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 $0

Program Service Revenue $0

Investment Income $291,614

Other Revenue $1,666,228

TOTAL REVENUE $1,957,842

Expense Breakdown

Grants Paid $0

Salaries & Benefits $504,556

Fundraising Expenses $0

Program Expenses $0

Other Expenses $1,113,775

TOTAL EXPENSES $1,618,331

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,957,842	$180,339,944	-1.0%
Expenses	$1,618,331	$181,602,180	-1.0%
Net Income	$339,511	$-1,262,236	-1.3%

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

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

$895,065

Total Directors

Key Employees

$161,483

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	DIRECTOR- 2ND VICE CHAIR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR - 1ST VICE CHAIR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	Director	1.0	Director	$0	$0	$0
N/A	CFO, VP FIN, TREAS	40.0	Officer	$240,440	$47,023	$287,463
N/A	President/CEO	20.0	Officer	$0	$0	$0
N/A	VP HR, SECRETARY	40.0	Officer	$285,130	$42,530	$327,660
N/A	COO	40.0	Officer	$234,622	$45,320	$279,942
N/A	CIO	40.0	Key Emp	$122,386	$39,097	$161,483
N/A	INTERIM MANAGER - CORPORATE SERVICES	40.0	Highest	$110,072	$16,297	$126,369
N/A	CLAIMS MANAGER	40.0	Highest	$112,429	$21,079	$133,508

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	No data	No data	No data	No data
2024	$1,957,842	$1,618,331	$21,896,272	$339,511
2023	$180,339,944	$181,602,180	$24,687,203	$-1,262,236
2022	$260,570,555	$270,181,123	$30,003,416	$-9,610,568
2021	$278,126,544	$279,873,536	$38,693,680	$-1,746,992
2020	$288,336,762	$286,956,978	$42,733,138	$1,379,784
2019	$295,318,470	$295,460,061	$43,609,603	$-141,591

Inter-Valley Health Plan Inc