Camellia Foundation Inc

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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

2000

Legal Domicile

Principal Officer

John Rocco M Rodney MD

Phone

9013907920

Tax Period

2024-01-01 to 2024-12-31

Camellia Foundation Inc, founded in 2000, is a community nonprofit in the Health Care sector that reported $8.2M in total revenue in fiscal year 2024.

Mission

To provide medical services and education for the benefit of underserved communities through supporting physician training programs and operating medical clinics, both locally & globally

Program Service Accomplishments

Program 1

Expenses: $8,679,192 Revenue: $5,485,007

1)OPERATED LA CLINICA CAMELLIA IN MEMPHIS TN PROVIDING HEALTHCARE FOR OVER 44,000 MINORITY AND UNDERSERVED PATIENTS, INCLUDING DELIVERY OF OVER 800 BABIES, 2)SUPPORTED ACCREDITED BILINGUAL FELLOWSHIP IN SURGICAL FAMILY MEDICINE OBSTETRICS WHICH HAS BEEN RECOGNIZED FOR EXCELLENCE BY BOTH THE TN GOVERNOR AND THE TN MEDICAL ASSOC, 3)OPERATED RURAL CLINIC IN TIPTON COUNTY PROVIDING OB SERVICES TO AN UNDERSERVED TN COUNTY, 4)PROVIDED WEEKLY TELECONFERENCE TO OB CAPABLE FAMILY PHYSICIANS AND HOSPITALS IN TIPTON CO, TN.

Program 2

Expenses: $250,000

1) ADVISED AND SUPPORTED A BILINGUAL FAMILY MEDICINE CENTER, FELLOWSHIP,AND RELATED FOUNDATION IN CHATTANOOGA, WHOSE MISSIONS AND SERVICES EXEMPLIFY THE MISSION OF CAMELLIA FOUNDATION. PROVIDED...

1) ADVISED AND SUPPORTED A BILINGUAL FAMILY MEDICINE CENTER, FELLOWSHIP,AND RELATED FOUNDATION IN CHATTANOOGA, WHOSE MISSIONS AND SERVICES EXEMPLIFY THE MISSION OF CAMELLIA FOUNDATION. PROVIDED BEHAVIORAL HEALTH CONSULTATION SERVICES AND STAFFING.

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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 $2,651,555

Program Service Revenue $5,326,206

Investment Income $34,460

Other Revenue $158,801

TOTAL REVENUE $8,171,022

Expense Breakdown

Grants Paid $250,000

Salaries & Benefits $5,230,133

Fundraising Expenses $0

Program Expenses $8,929,192

Other Expenses $3,482,015

TOTAL EXPENSES $8,962,148

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,171,022	$8,275,670	0.0%
Expenses	$8,962,148	$7,570,484	+0.2%
Net Income	$-791,126	$705,186	-2.1%

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

101

Volunteers

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
Camellia Rodney	Ex-Officio Member	5.00	Officer Director	$0	$0	$0
Joe Ventimiglia PhD	Director	2.00	Director	$0	$0	$0
Lee Berkenstock MD	Director	2.00	Director	$0	$0	$0
Perry Rothrock MD	Director	2.00	Director	$0	$0	$0
Anthony Lopes	Director	2.00	Director	$0	$0	$0
Kyle Gowen	Treasurer	2.00	Officer Director	$0	$0	$0
Harvey Kay	Secretary	2.00	Officer Director	$0	$0	$0
John Rocco M Rodney MD	President	20.00	Officer Director	$0	$0	$0
Rickey R Carson	Physician	40.00	Highest	$100,832	$0	$100,832
Stephanie Espinoza	Physician	40.00	Highest	$290,892	$9,338	$300,230
Paulo Michelini	Physician	40.00	Highest	$248,357	$17,376	$265,733
Fabiola Cardozo	Physician	40.00	Highest	$108,349	$7,617	$115,966
Nancy Chavez	Physician	40.00	Highest	$116,828	$2,882	$119,710
Joshua Echeverria	Physician	40.00	Highest	$118,802	$4,674	$123,476
Ashley Hawes	Physician	40.00	Highest	$197,657	$2,471	$200,128
Kayelinda Heiner	Physician	40.00	Highest	$110,117	$1,799	$111,916
George Rollins	Physician	40.00	Highest	$117,671	$10,264	$127,935
Isaac Sairs	Physician	40.00	Highest	$108,496	$7,185	$115,681
Luis Garcia	Former Secretary/Treasurer	40.00		$187,200	$15,882	$203,082

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	$8,171,022	$8,962,148	$1,631,240	$-791,126
2023	$8,275,670	$7,570,484	$2,428,905	$705,186
2022	$6,562,049	$6,568,320	$1,695,882	$-6,271
2021	$5,773,841	$6,558,062	$1,181,110	$-784,221
2020	$5,522,139	$5,088,858	$1,780,643	$433,281
2019	$4,293,432	$4,243,743	$1,523,536	$49,689
2018	$4,292,311	$3,921,238	$1,365,857	$371,073