MORA VALLEY COMMUNITY HEALTH SERVICES INC (EIN 850233466) - 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

1974

Legal Domicile

Principal Officer

JULIAN F BARELA

Phone

5753875069

Tax Period

2023-01-01 to 2023-12-31

MORA VALLEY COMMUNITY HEALTH SERVICES INC, founded in 1974, is a community nonprofit in the Health Care sector that reported $4.0M in total revenue in fiscal year 2023.

Mission

MISSION STATEMENT: THE MISSION OF MORA VALLEY COMMUNITY HEALTH SERVICES, INC. (MVCHS) IS TO PROVIDE EXCELLENT PRIMARY CARE (MEDICAL, DENTAL, AND BEHAVIORAL HEALTH) AND OTHER SERVICES TO MORA RESIDENTS, WHILE ENSURING EXCEPTIONAL CUSTOMER SERVICE. VISION STATEMENT: MVCHS ENVISIONS A HAPPY AND HEALTHY COMMUNITY, WHERE RESIDENTS UTILIZE MVCHS' RESOURCES AND ARE ACTIVELY INVOLVED IN THEIR WELL-BEING. MOTTO: LES DESEAMOS UNA VIDA BUENA Y SANA. - WE WISH YOU A GOOD AND WHOLESOME 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 $2,366,477

Program Service Revenue $1,644,230

Investment Income $31,784

Other Revenue $0

TOTAL REVENUE $4,042,491

Expense Breakdown

Grants Paid $36,958

Salaries & Benefits $3,065,755

Fundraising Expenses $0

Program Expenses $2,553,578

Other Expenses $884,981

TOTAL EXPENSES $3,987,694

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,042,491	$4,062,308	0.0%
Expenses	$3,987,694	$3,955,305	+0.0%
Net Income	$54,797	$107,003	-0.5%

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

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

$501,002

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIAN F BARELA	CEO	40.00	Officer	$159,280	$41,192	$200,472
TYLER MARTINEZ	CHIEF DENTAL	40.00	Highest	$159,561	$16,822	$176,383
ERICA MARTINEZ	FINANCE DIRE	40.00	Officer	$86,045	$17,899	$103,944
JOSEPH LOPEZ	CIO	40.00	Officer	$82,727	$42,491	$125,218
CARLA MELENDEZ-FLORES	CFO	40.00	Officer	$66,278	$5,090	$71,368
PAUL FORT	CHAIR	1.00	Officer Director	$0	$0	$0
SELINA GARCIA	VICE CHAIR	1.00	Officer Director	$0	$0	$0
LINDA VIGIL	SECRETARY	1.00	Officer Director	$0	$0	$0
GWEN GURULE	TREASURER	1.00	Officer Director	$0	$0	$0
SAMUEL MUNIZ	DIRECTOR	1.00	Director	$0	$0	$0
RHONDA BAQUERA	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES SALAZAR	DIRECTOR	1.00	Director	$0	$0	$0
SUNNY FINLEY	DIRECTOR	1.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$4,042,491	$3,987,694	$4,527,321	$54,797
2022	$4,062,308	$3,955,305	$4,601,578	$107,003
2021	$4,665,449	$4,060,316	$4,565,374	$605,133
2020	$4,788,134	$3,644,095	$3,852,924	$1,144,039
2019	$3,774,998	$3,461,183	$2,713,726	$313,815
2018	$3,715,162	$3,672,632	$2,343,882	$42,530

MORA VALLEY COMMUNITY HEALTH SERVICES INC