CARDIOVASCULAR AND METABOLIC HEALT… - Form 990 Financial Data

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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

2006

Legal Domicile

Principal Officer

TERRY JACOBSON MD

Phone

7323818887

Tax Period

2019-01-01 to 2019-12-31

CARDIOVASCULAR AND METABOLIC HEALTH FOUNDATION INC, founded in 2006, is a micro nonprofit that reported $16K in total revenue in fiscal year 2019. Revenue fell 95% from the prior year — a significant decline worth monitoring. Expenses of $90K exceeded revenue, resulting in a 459% operating deficit.

Mission

ORGANIZED TO PROVIDE PRACTICAL EDUCATION TO HEALTH CARE PROVIDERS ON THE DIAGNOSIS AND MANAGEMENT OF PATIENTS WITH CARDIOVASCULAR AND METABOLIC DISEASES.

Program Service Accomplishments

Program 1

Expenses: $75,000

CME PROGRAMMING, CLINICS, NETWORKSHOPS, CONFERENCES

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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 (2019)

Revenue Breakdown

Contributions & Grants $16,005

Program Service Revenue $0

Investment Income $45

Other Revenue $0

TOTAL REVENUE $16,050

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $75,000

Other Expenses $89,717

TOTAL EXPENSES $89,717

Year-over-Year Comparison

	2019	2018	Change
Revenue	$16,050	$315,412	-0.9%
Expenses	$89,717	$244,615	-0.6%
Net Income	$-73,667	$70,797	-2.0%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TERRY JACOBSON MD	PRESIDENT	5.00	Officer Director	$0	$0	$0
ELIOT BRINTON MD	V. PRESIDENT	5.00	Officer Director	$0	$0	$0
DOMINIC SICA MD	SEC/TRESURER	5.00	Officer 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
2019	$16,050	$89,717	No data	$-73,667
2018	$315,412	$244,615	$103,524	$70,797

CARDIOVASCULAR AND METABOLIC HEALTH FOUNDATION INC