BRANDMAN HEALTH PLAN (EIN 844235030) - 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

2019

Legal Domicile

Principal Officer

DALE SUROWITZ

Phone

8187743372

Tax Period

2023-09-01 to 2024-08-31

BRANDMAN HEALTH PLAN, founded in 2019, is a micro nonprofit that reported $24K in total revenue in fiscal year 2023. Revenue fell 89% from the prior year — a significant decline worth monitoring. Expenses of $23K left a modest 4% surplus.

Mission

HELP SENIORS ACHIEVE AND MAINTAIN BETTER HEALTH AND IMPROVE THEIR QUALITY OF LIFE.

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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 $24,371

Investment Income $0

Other Revenue $0

TOTAL REVENUE $24,371

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $23,451

Other Expenses $23,451

TOTAL EXPENSES $23,451

Year-over-Year Comparison

	2023	2022	Change
Revenue	$24,371	$226,763	-0.9%
Expenses	$23,451	$160,178	-0.9%
Net Income	$920	$66,585	-1.0%

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

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

$1,532,033

Total Directors

$1,532,033

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
C RUDITSKY	CFO	2.00	Officer Director	$0	$21,845	$369,188
D SUROWITZ	CEO	2.00	Officer Director	$0	$24,832	$918,114
C TIGERMAN	SECRETARY	2.00	Officer Director	$0	$0	$0
D ROSETT	CHAIR	2.00	Officer Director	$0	$0	$0
S MARTINEZ	CEO OF HEALTH PLAN	2.00	Officer Director	$0	$18,840	$244,731
J BRANDMAN	MEMBER	2.00	Director	$0	$0	$0
M C DE BACA	FORMER CFO/TREASURER	0.00		$0	$8,443	$163,735

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	$24,371	$23,451	$1,812,206	$920
2023	$226,763	$160,178	$1,827,904	$66,585
2022	$2,186,541	$3,434,770	$922,626	$-1,248,229
2021	$3,864,637	$2,430,627	$1,978,730	$1,434,010

BRANDMAN HEALTH PLAN