JHI ASSOCIATION

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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

2005

Legal Domicile

Principal Officer

BRIAN C PASHEN

Phone

2013496918

Tax Period

2023-01-01 to 2023-12-31

Mission

JHI MEMBERS PROVIDE SEASONED EXPERTISE AND FOCUSED COUNSEL TO FORGE THEIR CLIENTS' FINANCIAL FUTURES, PROVIDING COMPREHENSIVE ACCOUNTING AND BUSINESS CONSULTING SERVICES ALIGNED WITH CLIENT FINANCIAL NEEDS. OUR MEMBERS LEVERAGE DECISION-GRADE FINANCIAL SOLUTIONS AND LASER-FOCUSED SERVICE TO HELP CLIENTS RESPOND TO SHORT- AND LONG-TERM BUSINESS CHALLENGES WITH CONFIDENCE AND SUCCESS.

Program Service Accomplishments

Program 1

INACTIVE.

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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 $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $493

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $2,729

TOTAL EXPENSES $3,222

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	$503	-1.0%
Expenses	$3,222	$5,949	-0.5%
Net Income	N/A	$-5,446	N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN C PASHEN	BOARD CHAIRMAN	1.00	Officer Director	$0	$0	$0
JOSEPH HAVAS	INCOMING BOARD CHAIRMAN	0.50	Officer Director	$0	$0	$0
RATNAKAR SHETTY	ASIA-PACIFIC CHAIRMAN	0.50	Director	$0	$0	$0
YEONG SENG LIM	ASIA-PACIFIC VICE CHAIRMAN	0.50	Director	$0	$0	$0
JEURGEN VON LENGERKE	EUR/MIDEAST/AFRICA CHAIRMAN	0.50	Director	$0	$0	$0
SVEN MEYER	EUR/MIDEAST/AFRICA INCOMING	0.50	Director	$0	$0	$0
SAMIM ARDEISHAR	REGION OF AMERICAS OUTGOING	0.50	Director	$0	$0	$0
RICK POWELL	REGION OF AMERICAS CHAIRMAN	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
2023	No data	$3,222	No data	No data
2022	$503	$5,949	$6,441	$-5,446
2021	$18,050	$26,741	$29,548	$-8,691
2020	$218,262	$369,745	$304,289	$-151,483
2019	$514,267	$526,939	$593,669	$-12,672
2018	$630,232	$729,610	$600,865	$-99,378