JHA GERIATRIC SERVICES INC (EIN 954407317) - 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

1993

Legal Domicile

Principal Officer

DALE SUROWITZ

Phone

8187743372

Tax Period

2023-09-01 to 2024-08-31

JHA GERIATRIC SERVICES INC, founded in 1993, is a mid-sized nonprofit in the Health Care sector that reported $16.8M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $14.5M left a modest 14% surplus.

Mission

CLINICAL AND HOSPICE SERVICES FOR THE ELDERLY

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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 $0

Program Service Revenue $16,826,391

Investment Income $0

Other Revenue $10,105

TOTAL REVENUE $16,836,496

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,778,340

Fundraising Expenses $0

Program Expenses $14,126,282

Other Expenses $3,714,359

TOTAL EXPENSES $14,492,699

Year-over-Year Comparison

	2023	2022	Change
Revenue	$16,836,496	$14,920,761	+0.1%
Expenses	$14,492,699	$15,420,377	-0.1%
Net Income	$2,343,797	$-499,616	-5.7%

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

133

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

$1,760,144

Total Directors

$1,760,144

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
D SUROWITZ	CEO-PRESIDENT	2.00	Officer Director	$0	$24,832	$918,114
L STEPANIANS	COO	2.00	Officer Director	$0	$17,967	$472,842
C RUDITSKY	CFO/TREASURER	2.00	Officer Director	$0	$21,845	$369,188
O RAPHAEL	PHYSICIAN	40.00	Highest	$300,834	$27,693	$328,527
B KAYONGO	RN	40.00	Highest	$246,940	$32,314	$279,254
H VU	PHYSICIAN	40.00	Highest	$244,691	$9,919	$254,610
S MARTINEZ	EXECUTIVE DIRECTOR CLINIC	40.00	Highest	$225,891	$18,840	$244,731
M TORSNEY WEIR	PHYSICIAN	40.00	Highest	$216,566	$5,179	$221,745
M RUBIN	CHAIR	2.00	Officer Director	$0	$0	$0
B BERGER	MEMBER (THRU 09/23)	2.00	Director	$0	$0	$0
J BRANDMAN	MEMBER	2.00	Director	$0	$0	$0
DR J GERSON	MEMBER	2.00	Director	$0	$0	$0
S ELLIS	MEMBER (FROM 8/29/24)	2.00	Director	$0	$0	$0
N FREEMAN	MEMBER (FROM 8/29/24)	2.00	Director	$0	$0	$0
DR P SINGER	MEMBER	2.00	Director	$0	$0	$0
J HERMAN	MEMBER	2.00	Director	$0	$0	$0
Z KOSS	MEMBER	2.00	Director	$0	$0	$0
J FRIEDMAN RUDZKI	MEMBER	2.00	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
2024	$16,836,496	$14,492,699	$19,416,132	$2,343,797
2023	$14,920,761	$15,420,377	$15,102,669	$-499,616
2022	$22,597,222	$18,195,761	$12,779,598	$4,401,461
2021	$23,487,964	$19,655,126	$10,260,583	$3,832,838
2020	$21,812,058	$21,505,258	$6,138,985	$306,800
2019	$17,396,853	$16,643,294	$3,928,695	$753,559
2018	$14,608,107	$14,123,807	$3,111,958	$484,300

JHA GERIATRIC SERVICES INC