PERSONALIZED HOME CARE SERVICES INC (EIN 460820295) - 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

2012

Legal Domicile

Phone

9169794975

Tax Period

2024-01-01 to 2024-12-31

PERSONALIZED HOME CARE SERVICES INC, founded in 2012, is a small nonprofit in the Human Services sector that reported $136K in total revenue in fiscal year 2024. The organization ran a surplus of $40K, a strong 29% operating margin.

Mission

TO PROVIDE HOME CARE NEEDS TO SENIORS.

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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 $0

Program Service Revenue $135,530

Investment Income $0

Other Revenue $0

TOTAL REVENUE $135,530

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $96,016

Other Expenses $96,016

TOTAL EXPENSES $96,016

Year-over-Year Comparison

	2024	2023	Change
Revenue	$135,530	$133,288	+0.0%
Expenses	$96,016	$92,855	+0.0%
Net Income	$39,514	$40,433	0.0%

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

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
LEONARDO M MARTINEZ	CHAIRMAN	015.00	Officer Director	$0	$0	$0
FRANCISCO POMPERADA	VICE CHAIRMAN	010.00	Officer Director	$0	$0	$0
YUVRAJ GIL	SECRETARY	005.00	Officer Director	$0	$0	$0
ANA CARINA PAO	TREASURER	005.00	Officer Director	$0	$0	$0
PETER CASTILLO	DIRECTOR	005.00	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
2024	$135,530	$96,016	$178,264	$39,514
2023	$133,288	$92,855	$350,077	$40,433
2022	$148,686	$121,775	$261,784	$26,911
2021	$157,353	$131,245	$368,777	$26,108
2020	$138,422	$107,283	$268,131	$31,139
2019	$213,262	$193,121	$55,863	$20,141
2018	$79,114	$94,643	$83,066	$-15,529

PERSONALIZED HOME CARE SERVICES INC