ST DAVID'S COMMUNITY HEALTH FOUNDATION INITIATIVES (EIN 270112979) - 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

Principal Officer

CARA ABAZARI

Phone

5128796600

Tax Period

2024-01-01 to 2024-12-31

ST DAVID'S COMMUNITY HEALTH FOUNDATION INITIATIVES, founded in 2004, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.2M in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring. Net assets of $28.3M represent 106 months of operating reserves.

Mission

PROVIDES SUPPORT FOR ST. DAVID'S FOUNDATION, ST. DAVID'S FOUNDATION COMMUNITY FUND (SEE SCHEDULE O)AND ST. DAVID'S COMMUNITY HEALTH FOUNDATION HOLDINGS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $935,604

Other Revenue $2,273,039

TOTAL REVENUE $3,208,643

Expense Breakdown

Grants Paid $0

Salaries & Benefits $784,335

Fundraising Expenses $362,081

Program Expenses $943,131

Other Expenses $2,703,268

TOTAL EXPENSES $3,487,603

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,208,643	$4,099,334	-0.2%
Expenses	$3,487,603	$3,130,213	+0.1%
Net Income	$-278,960	$969,121	-1.3%

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

N/A

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

$1,280,386

Total Directors

$793,821

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARA ABAZARI	PRESIDENT	39.00	Officer Director	$251,715	$48,965	$300,680
TAYLOR GUTIERREZ	SECRETARY	10.00	Officer Director	$98,545	$39,445	$137,990
JULIAN HUERTA	VP OF COMMUNITY PROGRAMS	10.00	Officer Director	$0	$52,333	$355,151
AMY VAUGHAN	VICE PRESIDENT OF FINANCE	1.00	Officer	$0	$34,017	$486,565

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	$3,208,643	$3,487,603	$28,532,637	$-278,960
2023	$4,099,334	$3,130,213	$29,008,174	$969,121
2022	$3,255,011	$3,105,727	$28,137,455	$149,284
2021	$2,942,176	$2,404,106	$27,867,184	$538,070
2020	$2,838,527	$2,623,348	$27,254,895	$215,179
2019	$3,196,689	$2,726,047	$27,056,330	$470,642
2018	$2,633,482	$2,296,920	$26,574,428	$336,562

ST DAVID'S COMMUNITY HEALTH FOUNDATION INITIATIVES