JWCH INSTITUTE INC (EIN 952289916) - 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

1960

Legal Domicile

Principal Officer

JEANNE LAM

Phone

3232014516

Tax Period

2023-07-01 to 2024-06-30

JWCH INSTITUTE INC, founded in 1960, is a major nonprofit in the Health Care sector that reported $146.2M in total revenue in fiscal year 2023. Expenses of $132.3M left a modest 10% surplus.

Mission

TO IMPROVE THE HEALTH STATUS AND WELL BEING OF UNDERSERVED SEGMENTS OF THE POPULATION OF LOS ANGELES AREA THROUGH THE DIRECT PROVISION OR COORDINATION OF HEALTH CARE, HEALTH EDUCATION SERVICES AND RESEARCH.

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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 $52,856,636

Program Service Revenue $92,451,630

Investment Income $829,405

Other Revenue $94,056

TOTAL REVENUE $146,231,727

Expense Breakdown

Grants Paid $130,069

Salaries & Benefits $90,826,405

Fundraising Expenses $110,983

Program Expenses $119,926,650

Other Expenses $41,319,377

TOTAL EXPENSES $132,275,851

Year-over-Year Comparison

	2023	2022	Change
Revenue	$146,231,727	$138,616,319	+0.1%
Expenses	$132,275,851	$114,531,901	+0.2%
Net Income	$13,955,876	$24,084,418	-0.4%

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

1364

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

$1,017,492

Total Directors

Key Employees

$3,313,810

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNETTE SULLIVAN	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTOPHER EWING	BOARD MEMBER	1.00	Director	$0	$0	$0
EDUARDO SAUCEDO	BOARD MEMBER	1.00	Director	$0	$0	$0
HERBERT TORRANCE	BOARD MEMBER	1.00	Director	$0	$0	$0
JOE CASTEL	SECRETARY	1.00	Officer Director	$0	$0	$0
KATHLEEN J HOUSE	VICE CHAIRPERSON	2.00	Officer Director	$0	$0	$0
KEITH TERASAKI MD	CHAIRPERSON	2.00	Officer Director	$0	$0	$0
LAWRENCE FERNANDEZ JR	BOARD MEMBER	1.00	Director	$0	$0	$0
MARIA PADRON	BOARD MEMBER	1.00	Director	$0	$0	$0
MARIE S TORRES PHD LCSW	BOARD MEMBER	1.00	Director	$0	$0	$0
SHEILA SHIMA EATON	TREASURER	2.00	Officer Director	$0	$0	$0
SILVIA L HERNANDEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
TOM GRODE	BOARD MEMBER	1.00	Director	$0	$0	$0
ALVARO BALLESTEROS	CEO	40.00	Officer	$481,822	$20,026	$501,848
ANDY IRIE	CHIEF ADMINISTRATIVE OFFICER	40.00	Officer	$218,743	$15,568	$234,311
JEANNE LAM	CFO	40.00	Officer	$268,259	$13,074	$281,333
ANA ORTIZ	CHIEF DENTAL OFFICER	40.00	Key Emp	$249,052	$17,425	$266,477
BENJAMIN MONROE	MEDICAL DIRECTOR/OB/GYN	40.00	Key Emp	$240,405	$15,086	$255,491
BRENDA L VELASQUEZ	CHIEF OPERATING OFFICER	40.00	Key Emp	$235,344	$16,827	$252,171
HAROLD GLEN SAN AGUSTIN	ASSO. MEDICAL DIRECTOR-HIV	40.00	Key Emp	$271,860	$18,790	$290,650
KIM TRAN	DIRECTOR OF QUALITY ASSURANCE	40.00	Key Emp	$214,274	$15,214	$229,488
LINDA AROUS	ASSOCIATE MEDICAL DIRECTOR	40.00	Key Emp	$271,713	$18,645	$290,358
PAUL GREGERSON	CMO	40.00	Key Emp	$436,024	$13,995	$450,019
PAUL ROUND	ASSO. MEDICAL DIRECTOR	40.00	Key Emp	$311,779	$9,026	$320,805
PHILIP LE	ASSOCIATE MEDICAL DIRECTOR	40.00	Key Emp	$300,503	$19,913	$320,416
TIEN DANG	CIO	40.00	Key Emp	$215,937	$15,991	$231,928
ARIEL MONSANTO GAVINO	MEDICAL DIRECTOR PSYCHIATRY	40.00	Key Emp	$385,470	$20,537	$406,007
JUHI AMREEN UDDIN	PHYSICIAN SPECIALIST PED	40.00	Highest	$256,006	$6,993	$262,999
LUCIEN ALEXANDRE	PHYSICIAN SPECIALIST	40.00	Highest	$263,354	$15,619	$278,973
OLUWAMUYIWA O BOLONDURO	PHYSICIAN SPECIALIST	40.00	Highest	$421,459	$13,914	$435,373
PAWEL KASZUBOWSKI	PHYSICIAN SPECIALIST	40.00	Highest	$254,762	$9,653	$264,415
ROBILA ASHFAQ	PHYSICIAN SPECIALIST	40.00	Highest	$264,812	$18,029	$282,841

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	$146,231,727	$132,275,851	$137,730,666	$13,955,876
2023	$138,616,319	$114,531,901	$118,823,569	$24,084,418
2022	$112,812,840	$99,884,672	$88,322,196	$12,928,168
2022	$112,812,840	$99,884,672	$88,322,196	$12,928,168
2021	$107,915,423	$91,900,180	$70,547,558	$16,015,243
2020	$86,369,331	$79,637,009	$52,047,873	$6,732,322
2020	$86,398,210	$80,119,211	$53,327,586	$6,278,999
2019	$64,488,277	$60,202,809	$47,268,653	$4,285,468
2018	$54,089,359	$49,938,139	$31,121,433	$4,151,220

JWCH INSTITUTE INC