JACKSON HEALTH FOUNDATION INC (EIN 650077727) - 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

1987

Legal Domicile

Principal Officer

FLAVIA LLIZO

Phone

3055854483

Tax Period

2024-10-01 to 2025-09-30

JACKSON HEALTH FOUNDATION INC, founded in 1987, is a mid-sized nonprofit in the Health Care sector that reported $23.0M in total revenue in fiscal year 2024. Revenue surged 71% from the prior year, signaling strong growth momentum. The organization ran a surplus of $18.9M, a strong 82% operating margin.

Mission

TO PROVIDE JACKSON HEALTH SYSTEM, A CODE SEC 170(B)(1)(A)(III) ORGANIZATION, WITH THE SUPPORT AND RESOURCES TO EXCEL AS A WORLDCLASS ACADEMIC MEDICAL SYSTEM.

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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 $21,483,583

Program Service Revenue $0

Investment Income $300,394

Other Revenue $1,209,832

TOTAL REVENUE $22,993,809

Expense Breakdown

Grants Paid $1,056,318

Salaries & Benefits $2,160,530

Fundraising Expenses $1,082,545

Program Expenses $2,142,003

Other Expenses $865,875

TOTAL EXPENSES $4,082,723

Year-over-Year Comparison

	2024	2023	Change
Revenue	$22,993,809	$13,452,797	+0.7%
Expenses	$4,082,723	$12,902,537	-0.7%
Net Income	$18,911,086	$550,260	+33.4%

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

$428,449

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ED JOYCE	CHAIRMAN	2.00	Officer Director	$0	$0	$0
MATTHEW GROSACK	VICE CHAIRMAN	2.00	Officer Director	$0	$0	$0
ANDRIA ARES HOLTZ	SECRETARY	2.00	Officer Director	$0	$0	$0
GREGORY IRIZARRY	TREASURER	2.00	Officer Director	$0	$0	$0
SILVIA RIOS FORTUN	DIRECTOR	2.00	Director	$0	$0	$0
CAROLINE O'CONNOR	DIRECTOR	2.00	Director	$0	$0	$0
CARLOS MIGOYA	DIRECTOR	2.00	Director	$0	$0	$0
DAVID A COULSON ESQ	IMMEDIATE PAST CHAIRMAN	2.00	Officer Director	$0	$0	$0
SERGIO ABREU	DIRECTOR	2.00	Director	$0	$0	$0
DAVID BARBEITO	DIRECTOR	2.00	Director	$0	$0	$0
NATHALIE MANZANO CAPLOW	DIRECTOR	2.00	Director	$0	$0	$0
JOHN DIEZ	DIRECTOR	2.00	Director	$0	$0	$0
GONZALO DE QUESADA	DIRECTOR	2.00	Director	$0	$0	$0
DR MAYA GHAEMMAGHAMI	DIRECTOR	2.00	Director	$0	$0	$0
BOB MCFARLIN	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS RILEY	DIRECTOR	2.00	Director	$0	$0	$0
MATT ALLEN	DIRECTOR	2.00	Director	$0	$0	$0
RUSSELL BENFORD	DIRECTOR	2.00	Director	$0	$0	$0
EDDIE DIAZ	DIRECTOR	2.00	Director	$0	$0	$0
BERT DE ARMAS	DIRECTOR	2.00	Director	$0	$0	$0
ARMANDO FERNANDEZ	DIRECTOR	2.00	Director	$0	$0	$0
MATT GORSON	DIRECTOR	2.00	Director	$0	$0	$0
DR RUDOLPH MOISE	DIRECTOR	2.00	Director	$0	$0	$0
FLAVIA LLIZO	CHIEF EXECUTIVE OFFICER	40.00	Officer	$0	$0	$428,449
IVETTE PINTO	DIR OF MAJOR GIFTS	36.00	Highest	$0	$0	$118,530
BEATRIZ G GALAN	EXECUTIVE DIRECTOR OF DEVELOPMENT	36.00	Highest	$0	$0	$186,323
ALEXANDRA SALCEDO	EXECUTIVE DIRECTOR OF ADVANCEMENT SERVICES	35.00	Highest	$0	$0	$172,072
WENDY VICIANA	DIR OF ADMINISTRATION	31.00	Highest	$0	$0	$115,272
INGRID DELGADO	DIR OF CONCIERGE SERVICES	34.00	Highest	$0	$0	$108,963

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
2025	$22,993,809	$4,082,723	$44,670,494	$18,911,086
2024	$13,341,661	$12,791,400	$25,018,941	$550,261
2023	$9,312,634	$8,642,059	$23,920,124	$670,575
2022	$11,747,179	$8,910,633	$22,805,678	$2,836,546
2021	$18,260,095	$20,606,569	$24,151,656	$-2,346,474
2020	$14,635,358	$17,812,571	$23,796,067	$-3,177,213
2019	$11,088,938	$5,938,236	$26,945,394	$5,150,702
2018	$7,876,748	$9,961,800	$21,701,194	$-2,085,052

JACKSON HEALTH FOUNDATION INC