J & J HOME CARE INC (EIN 850429022) - 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

1996

Legal Domicile

Principal Officer

JOYCE MUNOZ

Phone

5757462892

Tax Period

2024-05-01 to 2025-04-30

J & J HOME CARE INC, founded in 1996, is a community nonprofit in the Human Services sector that reported $6.6M in total revenue in fiscal year 2024.

Mission

TO PROVIDE COMPREHENSIVE HOME HEALTH CARE OF THE HIGHEST QUALITY IN A 500 SQUARE MILE AREA OF RURAL SOUTHEAST NEW MEXICO

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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 $0

Program Service Revenue $6,526,486

Investment Income $38,330

Other Revenue $12,441

TOTAL REVENUE $6,577,257

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,856,614

Fundraising Expenses $0

Program Expenses $5,035,811

Other Expenses $1,760,877

TOTAL EXPENSES $6,617,491

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,577,257	$6,663,574	0.0%
Expenses	$6,617,491	$6,471,169	+0.0%
Net Income	$-40,234	$192,405	-1.2%

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

168

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

$524,156

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JERRY C TERPENING	DIRECTOR	0.00	Director	$0	$0	$0
JOYCE MUNOZ	PRES/RN ADMI	55.00	Officer	$216,922	$2,041	$218,963
BENJAMIN HARVEY	VICE PRE/CFO	55.00	Officer	$213,045	$3,049	$216,094
MARY LOU THOMAS	SECRETARY	24.00	Officer	$56,016	$0	$56,016
SUSAN FRANCIS	TREASURER	12.00	Officer	$33,083	$0	$33,083
TORY SMITH	PHYSICAL THERAPIST	55.00	Highest	$165,558	$0	$165,558

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	$6,577,257	$6,617,491	$3,587,308	$-40,234
2024	$6,663,574	$6,471,169	$3,503,569	$192,405
2023	$6,230,076	$6,684,048	$3,141,447	$-453,972
2022	$5,846,440	$5,887,090	$3,574,309	$-40,650
2021	$6,362,623	$5,030,205	$3,755,617	$1,332,418
2020	$4,552,680	$4,551,124	$2,509,109	$1,556
2019	$4,378,213	$4,414,700	$1,862,316	$-36,487

J & J HOME CARE INC