HEALTH PARTNERS OF WESTERN OHIO FOUNDATION (EIN 992533307) - 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

2024

Legal Domicile

Principal Officer

Kimberly Taflinger

Phone

4192213072

Tax Period

2024-12-01 to 2025-11-30

HEALTH PARTNERS OF WESTERN OHIO FOUNDATION, founded in 2024, is a community nonprofit in the Human Services sector that reported $1.3M in total revenue in fiscal year 2024. Revenue surged 153% from the prior year, signaling strong growth momentum. The organization ran a surplus of $974K, a strong 76% operating margin.

Mission

Health Partners of Western Ohio Foundation's mission is to improve the health and well-being of underserved communities by addressing social determinants of health, including affordable housing, early childhood education, arts and recreation.

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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 $1,048,574

Program Service Revenue $0

Investment Income $232,503

Other Revenue $0

TOTAL REVENUE $1,281,077

Expense Breakdown

Grants Paid $63,435

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $198,138

Other Expenses $243,186

TOTAL EXPENSES $306,621

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,281,077	$506,913	+1.5%
Expenses	$306,621	$189,721	+0.6%
Net Income	$974,456	$317,192	+2.1%

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

N/A

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

$163,956

Total Directors

$545,303

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Janis Sunderhaus	Board President	3	Director	$0	$0	$338,306
Kimberly Taflinger	Board Treasurer	1	Director	$0	$0	$206,997
Eddie Hullinger	Interim Director	16	Officer	$0	$0	$98,609
Jermaine Harper	Executive Director	40	Officer	$0	$0	$65,347
Rebecca A Dersham	Board Secretary	1	Director	$0	$0	$0
Joseph Dake	Board Member	1	Director	$0	$0	$0
Arlisa M Hall	Board Member	1	Director	$0	$0	$0
Mosezella Shurelds	Board Member	1	Director	$0	$0	$0
Jacalyn Owens	Board Member	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	$1,281,077	$306,621	$4,367,519	$974,456
2024	$506,913	$189,721	$3,347,513	$317,192

HEALTH PARTNERS OF WESTERN OHIO FOUNDATION