HARBOR-UCLA MEDICAL FOUNDATION INC (EIN 330003558) - 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

1983

Legal Domicile

Principal Officer

CHRISTOPHER EKE

Phone

3102225031

Tax Period

2019-07-01 to 2020-04-30

HARBOR-UCLA MEDICAL FOUNDATION INC, founded in 1983, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2019. Revenue fell 64% from the prior year — a significant decline worth monitoring. Expenses of $4.2M exceeded revenue, resulting in a 177% operating deficit.

Mission

PROVIDE MEDICAL CARE TO THE SICK AND THE POOR, REGARDLESS OF RACE, CREED, COLOR, RELIGION, NATIONALITY, OR ABILITY TO PAY. PROVIDING TEACHING SERVICES AND QUALITY CLINICAL INSTRUCTION TO MEDICAL STUDENTS. PROVIDE ADMINISTRATIVE AND OPERATING SERVICES TO SUPPORT THE HOSPITAL AND ITS DEPARTMENTS, FACILITATING EFFICIENT AND EFFECTIVE MEDICAL CARE AND INSTRUCTION.

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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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,220,089

Investment Income $106,085

Other Revenue $191,604

TOTAL REVENUE $1,517,778

Expense Breakdown

Grants Paid $651,459

Salaries & Benefits $1,884,545

Fundraising Expenses $0

Program Expenses $3,509,948

Other Expenses $1,673,850

TOTAL EXPENSES $4,209,854

Year-over-Year Comparison

	2019	2018	Change
Revenue	$1,517,778	$4,169,495	-0.6%
Expenses	$4,209,854	$4,887,480	-0.1%
Net Income	$-2,692,076	$-717,985	+2.7%

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

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

$364,858

Total Directors

$30,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHESTER CHOI MD	CHAIRMAN	1.00	Officer Director	$0	$0	$0
WILLIAM STRINGER MD	VICE-CHAIRMAN	1.00	Officer Director	$0	$0	$30,000
JOHN MCDONALD MD	TREASURER	1.00	Officer Director	$0	$0	$0
DARREL HARRINGTON MD	SECRETARY	1.00	Officer Director	$0	$0	$0
DANIEL CASTRO MD	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL PETERSON MD	BOARD MEMBER	1.00	Director	$0	$0	$0
BRUCE STABILE MD	BOARD MEMBER	1.00	Director	$0	$0	$0
PAMELA KLUVER	CEO	40.00	Officer	$199,364	$1,440	$200,804
CHRISTOPHER EKE	VP CORP CONTROLLER	40.00	Officer	$132,779	$1,275	$134,054
EUFRACIA GOMEZ	VP HR DIRECTOR	40.00	Highest	$116,680	$1,140	$117,820
GERMAN RODRIGUEZ	CODING MANAGER	40.00	Highest	$114,759	$380	$115,139

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
2020	$1,517,778	$4,209,854	No data	$-2,692,076
2019	$4,169,495	$4,887,480	$11,823,188	$-717,985
2018	$3,502,046	$4,293,697	$15,841,209	$-791,651

HARBOR-UCLA MEDICAL FOUNDATION INC