JHA SERVICES (EIN 010451663) - 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

1989

Legal Domicile

Principal Officer

KATHRYN CALLNAN

Phone

2072217000

Tax Period

2024-05-01 to 2025-04-30

JHA SERVICES, founded in 1989, is a mid-sized nonprofit that reported $21.9M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

SUPPORTING ORGANIZATION WHICH PROVIDES FUNDRAISING, ADMINISTRATION AND OTHER SERVICES TO AFFILIATED TAX-EXEMPT ORGANIZATIONS.

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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 $785,554

Program Service Revenue $20,982,061

Investment Income $100,164

Other Revenue $35,444

TOTAL REVENUE $21,903,223

Expense Breakdown

Grants Paid $0

Salaries & Benefits $16,461,401

Fundraising Expenses $755,435

Program Expenses $17,104,825

Other Expenses $4,809,551

TOTAL EXPENSES $21,270,952

Year-over-Year Comparison

	2024	2023	Change
Revenue	$21,903,223	$18,972,396	+0.2%
Expenses	$21,270,952	$19,177,021	+0.1%
Net Income	$632,271	$-204,625	-4.1%

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

335

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

$1,356,391

Total Directors

$543,151

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHRYN CALLNAN	PRESIDENT/CEO/TRUSTEE	10.00	Officer Director	$495,870	$47,281	$543,151
TIMOTHY JALBERT	CHIEF FINANCIAL OFFICER	1.00	Officer	$250,959	$37,036	$287,995
KATHARINE O'NEILL	CHIEF OPERATING OFFICER	0.00	Officer	$233,148	$42,056	$275,204
ANGELA HUNT	CHIEF INNOVATIONS OFFICER	32.00	Officer	$216,601	$33,440	$250,041
SUSAN DIONNE-JONES	DIRECTOR OF NURSING	0.00	Highest	$157,894	$13,821	$171,715
JUNE O'NEIL	MARKETING REPRESENTATIVE	0.00	Highest	$154,246	$16,542	$170,788
BRIAN DESPRES	REHAB MANAGER	0.00	Highest	$128,726	$17,590	$146,316
CHARITA BASIBAS	REGISTERED NURSE	0.00	Highest	$130,110	$24,784	$154,894
HANNAH TEMPLE	INFORMATICS NURSE	0.00	Highest	$120,111	$30,210	$150,321
RICHARD BORTS	CHAIRMAN	0.50	Officer Director	$0	$0	$0
GEORGE MARCUS	TREASURER	0.50	Officer Director	$0	$0	$0
EDWARD KANE	SECRETARY	0.50	Officer Director	$0	$0	$0
PETER FREILINGER	TRUSTEE	0.50	Director	$0	$0	$0
ELIZABETH GELLER	TRUSTEE	0.50	Director	$0	$0	$0
SIDNEY GELLER	TRUSTEE	0.50	Director	$0	$0	$0
BARRY ZIMMERMAN	TRUSTEE	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
2025	$21,903,223	$21,270,952	$21,024,712	$632,271
2024	$18,972,396	$19,177,021	$17,315,034	$-204,625
2023	$17,351,089	$16,567,309	$12,274,884	$783,780
2022	$17,250,142	$15,373,710	$9,716,071	$1,876,432
2021	$14,615,919	$13,950,445	$8,579,539	$665,474
2020	$14,080,456	$13,875,457	$7,213,269	$204,999
2019	$14,063,686	$14,057,157	$6,588,521	$6,529
2018	$14,710,664	$14,383,386	$6,578,429	$327,278

JHA SERVICES