SAN JOSE MOSCATI MEDICAL HOME (EIN 832745157) - 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

2018

Legal Domicile

Phone

9159903670

Tax Period

2023-01-01 to 2023-12-31

SAN JOSE MOSCATI MEDICAL HOME, founded in 2018, is a small nonprofit in the Health Care sector that reported $563K in total revenue in fiscal year 2023. Revenue fell 66% from the prior year — a significant decline worth monitoring. Expenses of $646K exceeded revenue, resulting in a 15% operating deficit.

Mission

SJMMH promotes efficient use of healthcare resources by helping the homebound patients and their families, in obtaining high quality healthcare services in a timely manner, without regard to the ability to pay

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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 $15,600

Program Service Revenue $570,340

Investment Income $-23,004

Other Revenue $0

TOTAL REVENUE $562,936

Expense Breakdown

Grants Paid $0

Salaries & Benefits $359,915

Fundraising Expenses $0

Program Expenses $563,761

Other Expenses $286,038

TOTAL EXPENSES $645,953

Year-over-Year Comparison

	2023	2022	Change
Revenue	$562,936	$1,648,106	-0.7%
Expenses	$645,953	$1,590,437	-0.6%
Net Income	$-83,017	$57,669	-2.4%

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

N/A

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

$71,475

Total Directors

$71,475

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARTHA MANQUER0 BUTLER	President	20.00	Officer Director	$51,925	$0	$51,925
Jose Manquero	Vice President	20.00	Officer Director	$19,550	$0	$19,550
Carmen O Arango	Treasurer	0.00	Officer Director	$0	$0	$0
Manuel De la Rosa	Director	0.00	Officer Director	$0	$0	$0
Pablo Espinoza Matta	Director	0.00	Director	$0	$0	$0
Marylee Jurecky	Secretary	0.00	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	$562,936	$645,953	$93,272	$-83,017
2022	$1,648,106	$1,590,437	$336,255	$57,669
2021	$1,190,556	$1,430,465	$65,155	$-239,909

SAN JOSE MOSCATI MEDICAL HOME