San Joaquin Community Health Information Exchange (EIN 463371671) - 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

2014

Legal Domicile

Principal Officer

Gregory A Diederich

Phone

2094685610

Tax Period

2023-01-01 to 2023-12-31

San Joaquin Community Health Information Exchange, founded in 2014, is a micro nonprofit in the Health Care sector that reported $3K in total revenue in fiscal year 2023. Expenses of $46K exceeded revenue, resulting in a 1731% operating deficit.

Mission

Enable the electronic exchange of patient health information between health care provider organizations in the San Joaquin region of California so that providers have the data they need to deliver high-quality care.

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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 $2,500

Investment Income $2

Other Revenue $0

TOTAL REVENUE $2,502

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $45,000

Other Expenses $45,823

TOTAL EXPENSES $45,823

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,502	N/A	N/A
Expenses	$45,823	N/A	N/A
Net Income	$-43,321	$0	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
Victoria Worthy	Chair	1	Officer Director	$0	$0	$0
Lakshmi Dhanvanthari	Vice-Chair	1	Officer Director	$0	$0	$0
Gregory Diederich	Treasurer	1	Officer Director	$0	$0	$0
Ruben Imperial	Director	1	Director	$0	$0	$0
Preethi Ragu	Director	1	Director	$0	$0	$0
Nai Kasick	Director	1	Director	$0	$0	$0
Tony Vartan	Director	1	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	$2,502	$45,823	$33,468	$-43,321
2022	$207,805	$149,980	$63,391	$57,825
2021	$375,420	$406,680	$5,566	$-31,260
2020	$442,998	$628,907	$36,826	$-185,909
2019	$506,125	$482,916	$222,735	$23,209
2018	$237,460	$314,081	$199,526	$-76,621

San Joaquin Community Health Information Exchange