JODI HOUSE INC (EIN 953836137) - 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

1982

Legal Domicile

Principal Officer

ADRIANA MEZIC

Phone

8055632882

Tax Period

2023-07-01 to 2024-06-30

JODI HOUSE INC, founded in 1982, is a small nonprofit that reported $603K in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $578K left a modest 4% surplus.

Mission

TO EMPOWER BRAIN INJURY SURVIVORS AND THEIR FAMILIES TO RECONNECT AND REBUILD IN OUR COMMUNITY.

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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 $541,739

Program Service Revenue $13,963

Investment Income $135

Other Revenue $46,842

TOTAL REVENUE $602,679

Expense Breakdown

Grants Paid $0

Salaries & Benefits $356,344

Fundraising Expenses $42,481

Program Expenses $493,366

Other Expenses $222,113

TOTAL EXPENSES $578,457

Year-over-Year Comparison

	2023	2022	Change
Revenue	$602,679	$507,751	+0.2%
Expenses	$578,457	$501,067	+0.2%
Net Income	$24,222	$6,684	+2.6%

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

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
ADRIANA MEZIC	PRESIDENT	2.00	Officer Director	$0	$0	$0
ANDREW CHUNG	DIRECTOR	1.00	Director	$0	$0	$0
DR ANGELA HSU	DIRECTOR	1.00	Director	$0	$0	$0
KERRY KELLY	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH ALEXANDER	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
KATHLEEN KLAWITTER	DIRECTOR	1.00	Director	$0	$0	$0
ADAM POLLOCK	DIRECTOR	1.00	Director	$0	$0	$0
AARON POIRIER	SECRETARY	2.00	Officer Director	$0	$0	$0
RYAN ROGERS	TREASURER	2.00	Officer 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	$602,679	$578,457	$1,847,138	$24,222
2023	$507,751	$501,067	$1,754,535	$6,684
2022	$512,357	$476,254	$1,729,054	$36,103
2021	$510,109	$406,783	$1,852,174	$103,326
2020	$394,527	$408,195	$1,592,793	$-13,668
2019	$372,428	$375,644	$1,625,473	$-3,216
2018	$372,375	$383,532	$1,625,413	$-11,157

JODI HOUSE INC