OJAI VALLEY COMMUNITY HOSPITAL FDN (EIN 201982135) - 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

2004

Legal Domicile

Phone

8056402317

Tax Period

2023-01-01 to 2023-12-31

OJAI VALLEY COMMUNITY HOSPITAL FDN, founded in 2004, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $691K in total revenue in fiscal year 2023.

Mission

TO RAISE FUNDS TO SUPPORT OPERATIONS AND CAPITAL IMPROVEMENTS OF OJAI VALLEY COMMUNITY HOSPITAL FOR THE BENEFIT OF AREA RESIDENTS

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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 $498,229

Program Service Revenue $0

Investment Income $48,217

Other Revenue $144,730

TOTAL REVENUE $691,176

Expense Breakdown

Grants Paid $479,691

Salaries & Benefits $147,138

Fundraising Expenses $83,693

Program Expenses $479,691

Other Expenses $57,088

TOTAL EXPENSES $683,917

Year-over-Year Comparison

	2023	2022	Change
Revenue	$691,176	$651,328	+0.1%
Expenses	$683,917	$994,306	-0.3%
Net Income	$7,259	$-342,978	-1.0%

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

N/A

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
CHRIS ROCK	EXECUTIVE DIRECTOR	40.00		$105,016	$0	$105,016
BARBARA POPS	EMERITUS	1.00	Director	$0	$0	$0
GARY FARR	EMERITUS	1.00	Director	$0	$0	$0
MARK LEWIS	Director	1.00	Director	$0	$0	$0
TIM WOLFE	VICE CHAIR	2.00	Officer Director	$0	$0	$0
PEGGY RUSSELL	Treasurer	2.00	Officer Director	$0	$0	$0
STEVE FRANK	Past Chair	2.00	Officer Director	$0	$0	$0
TIARZHA TAYLOR	Chair	2.00	Officer Director	$0	$0	$0
RYAN MCKINNEY MD	Director	1.00	Director	$0	$0	$0
DAN SOMMER MD	VICE CHAIR	2.00	Officer Director	$0	$0	$0
ASHLEY PHELPS	Director	1.00	Director	$0	$0	$0
MARTIN POPS MD	Director	1.00	Director	$0	$0	$0
JOHN RUSSELL	EMERITUS	1.00	Director	$0	$0	$0
JAMIE MAITES	Director	1.00	Director	$0	$0	$0
THOMAS GOLDEN	Director	1.00	Director	$0	$0	$0
CHRIS KANDZIORA	Director	1.00	Director	$0	$0	$0
SEVERO LARA	VICE CHAIR	2.00	Officer Director	$0	$0	$0
JAMES HALVERSON MD	VICE CHAIR	2.00	Officer Director	$0	$0	$0
HAADY LASHKARI	Director	1.00	Director	$0	$0	$0
TERESA SMITH	Secretary	2.00	Officer Director	$0	$0	$0
PHIL CARUTHERS	Director	1.00	Director	$0	$0	$0
PEGGY MELTON	Director	1.00	Director	$0	$0	$0
JUDITH HALE NORRIS	Director	1.00	Director	$0	$0	$0
DAVID JUNOD CPA	Director	1.00	Director	$0	$0	$0
MICHELLE HENSON	Director	1.00	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	No data	No data	No data	No data
2023	$691,176	$683,917	$1,263,011	$7,259
2022	$651,328	$994,306	$1,269,874	$-342,978
2021	$927,617	$418,325	$1,599,515	$509,292
2020	$1,042,409	$772,236	$1,118,634	$270,173
2019	$1,648,901	$1,202,627	$800,686	$446,274
2018	$869,490	$950,165	$356,698	$-80,675

OJAI VALLEY COMMUNITY HOSPITAL FDN