Central Valley Health Information E

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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

2015

Legal Domicile

Principal Officer

Jamie Franklin

Tax Period

2023-01-01 to 2023-12-31

Mission

To provide physicians, hospitals, clinics and other healthcare providers in Californias Central Valley with access to an electronic health records network.

Program Service Accomplishments

Program 1

Expenses: $157,612

Provided physicians, hospitals, clinics and other healthcare providers in Californias Central Valley with access to an electronic health records network. This ongoing effort is focused on developing a network for providers in Fresno, Kings, Madera and Tulare Counties, with the potential of expanding to other surrounding counties/cities.

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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 $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $157,612

Other Expenses $208,537

TOTAL EXPENSES $208,537

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	$225,120	-1.0%
Expenses	$208,537	$291,467	-0.3%
Net Income	N/A	$-66,347	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
Mary Jo Jacobson	Secretary	1.00	Officer Director	$0	$0	$0
Manuel Pedroza	Treasurer	1.00	Officer Director	$0	$0	$0
Jamie Franklin	President	1.00	Officer Director	$0	$0	$0
Roger Haley	Vice Chair	1.00	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
2023	No data	$208,537	$3,496	No data
2022	$225,120	$291,467	$212,033	$-66,347
2021	$295,007	$272,653	$278,380	$22,354
2020	$219,425	$257,293	$256,026	$-37,868
2019	$330,741	$273,874	$293,894	$56,867