DISTRICT HOSPITAL LEADERSHIP FORUM (EIN 275349262) - 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

2011

Legal Domicile

Principal Officer

GARY HERBST

Phone

9165527590

Tax Period

2024-01-01 to 2024-12-31

DISTRICT HOSPITAL LEADERSHIP FORUM, founded in 2011, is a community nonprofit in the Community Improvement sector that reported $2.3M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $2.2M left a modest 4% surplus.

Mission

TO IMPROVE SERVICE DELIVERY OPPORTUNITIES ON BEHALF OF CALIFORNIA'S DISTRICT AND MUNICIPAL HOSPITALS THROUGH ACCESSING PUBLIC AND PRIVATE FUNDING OPPORTUNITIES AT BOTH THE FEDERAL AND STATE LEVELS.

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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 $137,500

Program Service Revenue $2,182,672

Investment Income $8,400

Other Revenue $0

TOTAL REVENUE $2,328,572

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $2,236,552

TOTAL EXPENSES $2,236,552

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,328,572	$2,102,634	+0.1%
Expenses	$2,236,552	$2,203,929	+0.0%
Net Income	$92,020	$-101,295	-1.9%

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

N/A

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
GARY HERBST	PRESIDENT (AS OF 01/24)	2.00	Officer Director	$0	$0	$0
DONNA HEFNER	PAST PRESIDENT (AS OF 01/24)	2.00	Director	$0	$0	$0
CRYSTAL FELIX	TREASURER	2.00	Officer Director	$0	$0	$0
MARK TURNER - AT LARGE	(THRU 04/24)/SECRETARY (AS OF 05/24)	2.00	Officer Director	$0	$0	$0
KIMBERLY HARTZ	AT LARGE	2.00	Director	$0	$0	$0
DIANE HANSEN - DIRECTOR	(THRU 01/24)/AT LARGE (AS OF 02/24)	2.00	Director	$0	$0	$0
TOM PARKER - AT LARGE THRU	04/24)/PRES-ELECT (AS OF 05/24)	2.00	Officer Director	$0	$0	$0
SANDRA ANAYA	DIRECTOR	2.00	Director	$0	$0	$0
STEVE BARRON	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS BJORNBERG	DIRECTOR	2.00	Director	$0	$0	$0
MARY CASILLAS	DIRECTOR	2.00	Director	$0	$0	$0
YVETTE COPE	DIRECTOR (AS OF 10/24)	2.00	Director	$0	$0	$0
STEPHEN DELROSSI	DIRECTOR	2.00	Director	$0	$0	$0
FRANCES HANNAH	DIRECTOR	2.00	Director	$0	$0	$0
RYAN HARRIS	DIRECTOR (AS OF 01/24)	2.00	Director	$0	$0	$0
JOHN HENNELLY	DIRECTOR	2.00	Director	$0	$0	$0
MATT HEYN	DIRECTOR	2.00	Director	$0	$0	$0
JODEE JOHNSON	DIRECTOR	2.00	Director	$0	$0	$0
DAVID KLEIN	DIRECTOR	2.00	Director	$0	$0	$0
KEVIN KRAMER	DIRECTOR	2.00	Director	$0	$0	$0
GENE MA	DIRECTOR	2.00	Director	$0	$0	$0
DOUG MCCOY	DIRECTOR	2.00	Director	$0	$0	$0
TIM MCGLEW	DIRECTOR	2.00	Director	$0	$0	$0
SHAWN MCKENZIE	DIRECTOR	2.00	Director	$0	$0	$0
EDWARD MIRZABEGIAN	DIRECTOR	2.00	Director	$0	$0	$0
STEPHEN POPKIN	DIRECTOR (THRU 09/24)	2.00	Director	$0	$0	$0
ALLEN RADNER	DIRECTOR	2.00	Director	$0	$0	$0
EVAN RAYNER	DIRECTOR	2.00	Director	$0	$0	$0
MATT REES	DIRECTOR	2.00	Director	$0	$0	$0
AARON ROGERS	DIRECTOR	2.00	Director	$0	$0	$0
PATRICIA RYAN	DIRECTOR (AS OF 05/24)	2.00	Director	$0	$0	$0
PETER SPIERS	DIRECTOR	2.00	Director	$0	$0	$0
PABLO VELEZ	DIRECTOR	2.00	Director	$0	$0	$0
LOUIS WARD	DIRECTOR (AS OF 6/24)	2.00	Director	$0	$0	$0
HARRY WEIS	DIRECTOR (THRU 05/24)	2.00	Director	$0	$0	$0
DAN WOODS	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL ZIMMERMAN	DIRECTOR (THRU 05/24)	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	$2,328,572	$2,236,552	$1,467,338	$92,020
2023	$2,102,634	$2,203,929	$2,001,032	$-101,295
2022	$1,954,161	$1,918,219	$1,698,358	$35,942
2021	$2,002,679	$1,800,120	$1,610,339	$202,559
2020	$1,761,222	$1,741,146	$1,016,823	$20,076
2019	$1,700,494	$1,791,732	$1,541,047	$-91,238
2018	$1,841,762	$1,675,874	$1,408,785	$165,888

DISTRICT HOSPITAL LEADERSHIP FORUM