ST MARY MEDICAL CENTER FOUNDATION

EIN: 237153876 501(c)(3) Health Care

LONG BEACH, CA

Total Revenue
$7,946,298
Total Expenses
$9,602,024
Total Assets
$69,490,303
Net Assets
$67,183,495
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1970
Legal Domicile
CA
Principal Officer
MICHAEL NEILS
Phone
5624919225
Tax Period
2023-07-01 to 2024-06-30

ST MARY MEDICAL CENTER FOUNDATION, founded in 1970, is a community nonprofit in the Health Care sector that reported $7.9M in total revenue in fiscal year 2023. Revenue surged 60% from the prior year, signaling strong growth momentum. Expenses of $9.6M exceeded revenue, resulting in a 21% operating deficit.

Mission

TO SUPPORT DIGNITY HEALTH DBA ST. MARY MEDICAL CENTER IN THE LONG BEACH AREA IN PROVIDING HEALTH CARE.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $5,368,787
Program Service Revenue $0
Investment Income $2,631,460
Other Revenue $-53,949
TOTAL REVENUE $7,946,298

Expense Breakdown

Grants Paid $7,649,716
Salaries & Benefits $0
Fundraising Expenses $928,139
Program Expenses $7,649,716
Other Expenses $1,952,308
TOTAL EXPENSES $9,602,024

Year-over-Year Comparison

2023 2022 Change
Revenue $7,946,298 $4,979,351 +0.6%
Expenses $9,602,024 $7,650,578 +0.3%
Net Income $-1,655,726 $-2,671,227 -0.4%
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

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Governance

Voting Members
32
Independent Members
30
Employees
N/A
Volunteers
52

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
5
$336,342
Total Directors
33
$1,452,364
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CAROLYN CALDWELL BOARD MEMBER 1.50
Director
$0 $148,010 $1,116,022
MICHAEL NEILS FOUNDATION PRESIDENT 1.50
Officer Director
$0 $61,053 $336,342
JOHN S ARENS III BOARD MEMBER 1.50
Director
$0 $0 $0
CHANTAL BOURGEOIS-MCBRIDE BOARD MEMBER (THRU 6/30/24) 1.50
Director
$0 $0 $0
PAUL CARTER BOARD MEMBER 1.50
Director
$0 $0 $0
MINNIE DOUGLAS ED D RN BOARD MEMBER (THRU 6/30/24) 1.50
Director
$0 $0 $0
AZADEH FARIN MD BOARD MEMBER 1.50
Director
$0 $0 $0
CHRISTOPHER FRISCO BOARD MEMBER 1.50
Director
$0 $0 $0
BABAK GACHPAZ MD BOARD MEMBER 1.50
Director
$0 $0 $0
MARIANNE GASTELUM BOARD MEMBER 1.50
Director
$0 $0 $0
VANESSA HABERBUSH BOARD MEMBER 1.50
Director
$0 $0 $0
DAVID LALONDE BOARD MEMBER 1.50
Director
$0 $0 $0
CASSANDRA CASSY LEEMAN BOARD MEMBER 1.50
Director
$0 $0 $0
LILLIAN LEW BOARD MEMBER 1.50
Director
$0 $0 $0
ELIZABETH LUCAS BOARD MEMBER (THRU 12/31/23) 1.50
Director
$0 $0 $0
JENNIFER LUMSDAINE BOARD MEMBER 1.50
Director
$0 $0 $0
CELINES LUNA BOARD MEMBER 1.50
Director
$0 $0 $0
JANET NELSON BOARD MEMBER 1.50
Director
$0 $0 $0
JACK NEMETH BOARD MEMBER 1.50
Director
$0 $0 $0
MICHELLE PAGTAKHAN BOARD MEMBER 1.50
Director
$0 $0 $0
VICTOR PARKER BOARD MEMBER 1.50
Director
$0 $0 $0
ROBIN PERRY ESQ BOARD MEMBER 1.50
Director
$0 $0 $0
CHRISTOPHER POOK BOARD MEMBER 1.50
Director
$0 $0 $0
WILMA POWELL BOARD MEMBER 1.50
Director
$0 $0 $0
LOURDES RAMOS-RIVAS BOARD MEMBER 1.50
Director
$0 $0 $0
HARRY SALTZGAVER BOARD MEMBER 1.50
Director
$0 $0 $0
GINA SMITH BOARD MEMBER 1.50
Director
$0 $0 $0
CJ MIKE WALTER PHD BOARD MEMBER (THRU 6/30/24) 1.50
Director
$0 $0 $0
WLED WAZNI MD BOARD MEMBER 1.50
Director
$0 $0 $0
TIMOTHY ALDRETE CHAIRMAN 1.50
Officer Director
$0 $0 $0
DAVID HABERBUSH ESQ TREASURER 1.50
Officer Director
$0 $0 $0
LINDSAY MAIS VICE CHAIR 1.50
Officer Director
$0 $0 $0
SARA POL-LIM SECRETARY 1.50
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 $7,946,298 $9,602,024 $69,490,303 $-1,655,726
2023 $4,979,351 $7,650,578 $69,543,666 $-2,671,227
2022 $18,618,586 $5,518,921 $69,830,445 $13,099,665
2021 $9,522,494 $5,637,787 $72,302,336 $3,884,707
2020 $4,610,494 $4,594,579 $62,056,381 $15,915
2019 $4,883,250 $6,083,993 $62,824,888 $-1,200,743
2018 $7,835,789 $5,487,643 $61,640,059 $2,348,146
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