Joash Medical Foundation (EIN 953678483) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1979

Legal Domicile

Principal Officer

Wesley S Moore MD

Phone

3109136034

Tax Period

2023-07-01 to 2024-06-30

Joash Medical Foundation, founded in 1979, is a small nonprofit in the Diseases & Disorders sector that reported $420K in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. Net assets of $1.0M represent 30 months of operating reserves.

Mission

THE ORGANIZATION'S MISSION IS TO IMPROVE THE QUALITY OF EDUCATION AND RESEARCH IN VASCULAR SURGERY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $419,500

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $419,500

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $409,341

Other Expenses $416,669

TOTAL EXPENSES $416,669

Year-over-Year Comparison

	2023	2022	Change
Revenue	$419,500	$480,000	-0.1%
Expenses	$416,669	$340,198	+0.2%
Net Income	$2,831	$139,802	-1.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
William S Quinones-Baldridge	Director	0.50	Director	$0	$0	$0
Samuel Ahn MD	Director	0.50	Director	$0	$0	$0
Karen Woo MD	Director	0.50	Director	$0	$0	$0
Johnathon C Rollo MD	Director	0.50	Director	$0	$0	$0
Steven Farley MD	Director	0.50	Director	$0	$0	$0
David Rigberg MD	Director	1.00	Director	$0	$0	$0
Wesley S Moore MD	President	2.00	Officer	$0	$0	$0
Peter F Lawrence MD	Secretary	0.50	Officer	$0	$0	$0
Juan C Jimenez MD	CFO	1.00	Officer	$0	$0	$0
Vincent L Rowe MD	Vice President	0.50	Officer	$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	$419,500	$416,669	$1,049,927	$2,831
2023	$480,000	$340,198	$1,047,096	$139,802
2022	$542,000	$192,977	$907,294	$349,023
2021	$17,000	$4,816	$558,271	$12,184
2020	$237,000	$236,745	$546,087	$255
2019	$413,750	$221,918	$545,832	$191,832

Joash Medical Foundation