Jodi House Inc

Nonprofit profile at a glance

EIN
953836137
IRS 990 coverage
2011–2024
Forms available
Form 990 2024
Location
Santa Barbara, CA, USA
Phone
8055632882
Rating
80
Verdict
STRONG
Rating confidence
Moderate

Official website

Reported finances

Revenue
$627,015
Expenses
$568,502
Assets
$1,914,414
Liabilities
$58,144

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

11 people listed

Executive titles in this filing

  • ADRIANA MEZIC (PRESIDENT)
  • ELIZABETH ALEXANDER (VICE PRESIDENT)

People named in this filing

  • ANDREW CHUNG (DIRECTOR)
  • ANGELA HSU (DIRECTOR)
  • ARIANNE JOHNSON (DIRECTOR)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The mission of jodi house is to empower brain injury survivors and their families to reconnect, rebuild, and move forward together within our community.

What it reported doing in 2024

Our brain injury support program is designed to assist the brain injury survivor in successfully returning to his or her community at the highest possible level of functioning, while also providing information and referral services. Our program is comprised of three elements: community integration services, supported living services and vocational supported services. We work with our members to encourage their physical, cognitive and behavioral recovery. Classes such as tai chi, yoga and dance help promote physical balance and strength while classes such as brain work-out, memory games and communications skills promote cognitive function and memory improvement. Classes also include ceramics, art work, support groups, music, guitar and drumming. Through one-on-one help and support groups, we are able to aid our members in their emotional recovery. During the period july 2024 to june 2025 jodi house provided over 7,000 hours of service to approximately 150 members. Members in our day program are equally divided between men and women and span an age range of over 60 years. Their injuries include tumor, stroke, traumatic brain injury and aneurysm. The majority qualify as very low income.jodi house is committed to providing valuable information regarding available resources in the community. Staff is available in person, by phone or by email to answer questions and provide referrals to survivors, caregivers or loved ones regarding brain injury and related resources.

Operating model

Revenue model
Donor-supported. 79% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and fundraising costs are high for each dollar raised.

Rating breakdown

  • Financial Efficiency: 75
  • Transparency & Controls: 92
  • Accountability: 82
  • Sustainability: 68
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 76.1%; rating input score 76
  • Program expense ratio: 83.9%; rating input score 84
  • Fundraising efficiency: $10.33 raised per $1 spent on fundraising; rating input score 39; 39th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 4 of 7 controls in place; rating input score 57
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 9.3%; rating input score 60; 60th percentile among comparable filings
  • Total-asset coverage ratio: 3.37; rating input score 78; 78th percentile among comparable filings
  • Liabilities to assets ratio: 0.03; rating input score 58; 58th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 81; 81st percentile among comparable filings

Growth

  • Program expense growth: 8% per year; rating input score 100; 56th percentile among comparable filings
  • Revenue growth: -3.3% per year; rating input score 0; 7th percentile among comparable filings
  • Asset growth: 0.7% per year; rating input score 100; 20th percentile among comparable filings

Details

  • Where the money goes: 76.1% of revenue deployed · 83.9% of spending went to programs
  • Governance: 11 of 11 board members independent · 4 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $477K in reported program spending
  • Leadership: top reported pay $0 · 11 people listed
  • Consistency: 26 of 26 current checks pass
  • Schedules: 5 filed schedules · includes major donors
  • Filing history: 14 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Accountability: Governance controls: 2 of 6 not reported.
  • Moderate — Financial Efficiency: Fundraising efficiency scored 39/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Liabilities to assets ratio scored 58/100.