HEALTH AND LIFE ORGANIZATION INC (EIN 020714551) - 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

2003

Legal Domicile

Principal Officer

JERRY BLIATOUT

Phone

9166421867

Tax Period

2024-01-01 to 2024-12-31

HEALTH AND LIFE ORGANIZATION INC, founded in 2003, is a mid-sized nonprofit in the Health Care sector that reported $55.8M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $9.9M, a strong 18% operating margin.

Mission

To provide quality comprehensive primary healthcare to low income and ethnically diverse and under-served populations residing within the City of Sacramento.

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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 $331,953

Program Service Revenue $53,638,261

Investment Income $1,839,489

Other Revenue $0

TOTAL REVENUE $55,809,703

Expense Breakdown

Grants Paid $0

Salaries & Benefits $23,555,734

Fundraising Expenses $0

Program Expenses $31,833,946

Other Expenses $22,400,534

TOTAL EXPENSES $45,956,268

Year-over-Year Comparison

	2024	2023	Change
Revenue	$55,809,703	$49,384,262	+0.1%
Expenses	$45,956,268	$31,528,517	+0.5%
Net Income	$9,853,435	$17,855,745	-0.4%

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

375

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

$1,002,266

Total Directors

Key Employees

$1,505,326

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Stephan Lakos	Board of Director	0.00	Director	$0	$0	$0
Sabrina Barnes	Board of Director	0.00	Director	$0	$0	$0
Sylvia Sanderford	Board of Director	0.00	Director	$0	$0	$0
Chua Her	Board of Director	0.00	Director	$0	$0	$0
Steven Narine	Board of Director	0.00	Director	$0	$0	$0
Bruce Her	Board of Director	0.00	Director	$0	$0	$0
Meneu Yang	Board of Director	0.00	Director	$0	$0	$0
Stacy Yang	Board of Director	0.00	Director	$0	$0	$0
Steven Vang	Board of Director	0.00	Director	$0	$0	$0
Mai Vang	Board of Director	0.00	Director	$0	$0	$0
Anita Charles	Borad of Director	0.00	Director	$0	$0	$0
Jerry Bliatout	Chief Executive Officer	40.00	Officer	$446,957	$0	$446,957
Bobby Bliatout	Chief Financial Information Officer	40.00	Officer	$335,473	$0	$335,473
Albert Moua	Chief Operations Officer	40.00	Officer	$219,836	$0	$219,836
Ian Johnson	Medical Director	40.00	Key Emp	$292,195	$0	$292,195
Sunanda Bandyophadyay	Dental Director	40.00	Key Emp	$285,450	$0	$285,450
Michael Moua	Medical Director	40.00	Key Emp	$340,054	$0	$340,054
Lang Fang	Enhanced Care Management Director	40.00	Key Emp	$132,716	$0	$132,716
Mai Chao Thao	Human Resources Director	40.00	Key Emp	$158,522	$0	$158,522
Christopher Moua	Facility Director	40.00	Key Emp	$113,244	$0	$113,244
Mai Lao	Behavioral Health Director	40.00	Key Emp	$183,145	$0	$183,145
Kimberley Filmore	Physician	32.00	Highest	$239,764	$0	$239,764
Arminda Mauricio	Physician Assistant	32.00	Highest	$235,415	$0	$235,415
DALAL KARL	Physician	32.00	Highest	$196,735	$0	$196,735
Pushpendra Sharma	Physician	32.00	Highest	$177,508	$0	$177,508
TOU Vue	Physician	40.00	Highest	$180,547	$0	$180,547

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
2024	$55,809,703	$45,956,268	$107,119,425	$9,853,435
2023	$49,384,262	$31,528,517	$83,939,688	$17,855,745
2022	$37,942,965	$26,247,029	$65,347,760	$11,695,936
2021	$33,550,805	$21,706,479	$56,008,336	$11,844,326
2020	$26,889,809	$19,743,931	$40,769,477	$7,145,878
2020	$26,889,809	$19,743,931	$40,769,477	$7,145,878
2019	$22,415,002	$18,317,534	$29,815,329	$4,097,468
2018	$19,407,558	$16,931,984	$24,993,094	$2,475,574

HEALTH AND LIFE ORGANIZATION INC