SADDLEBACK MEMORIAL FOUNDATION (EIN 330011887) - 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

1979

Legal Domicile

Principal Officer

CHRISTY WARD

Phone

9494523680

Tax Period

2024-07-01 to 2025-06-30

SADDLEBACK MEMORIAL FOUNDATION, founded in 1979, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $7.3M in total revenue in fiscal year 2024. Revenue fell 74% from the prior year — a significant decline worth monitoring. Expenses of $8.0M exceeded revenue, resulting in a 10% operating deficit.

Mission

TO DEVELOP THE PHILANTHROPIC RESOURCES NECESSARY TO STRENGTHEN THE ABILITY OF SADDLEBACK MEMORIAL MEDICAL CENTER TO ENHANCE THE HEALTH AND WELL-BEING OF INDIVIDUALS, FAMILIES, AND OUR COMMUNITY.

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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 $3,096,298

Program Service Revenue $0

Investment Income $4,321,493

Other Revenue $-149,657

TOTAL REVENUE $7,268,134

Expense Breakdown

Grants Paid $4,910,750

Salaries & Benefits $2,600,252

Fundraising Expenses $2,199,388

Program Expenses $4,910,750

Other Expenses $508,551

TOTAL EXPENSES $8,019,553

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,268,134	$28,455,781	-0.7%
Expenses	$8,019,553	$12,001,731	-0.3%
Net Income	$-751,419	$16,454,050	-1.0%

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

$902,716

Total Directors

$3,181,945

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARCIA MANKER	BOARD MEMBER, CEO SMMC	1.00	Director	$0	$157,040	$1,700,117
SHELA KANESHIRO MCSS CHIEF	CLINICAL TRANSFORMATION OFFICER	1.00	Director	$0	$159,986	$804,432
CHRISTY WARD	PRESIDENT	60.00	Officer Director	$0	$81,320	$634,767
BRIAN KRAWIEC	CFO/EXECUXIVE DIRECTOR, FINANCE	51.00	Officer	$0	$33,256	$259,640
MICHAEL G CRVARICH	DIRECTOR LEGACY GIVING	40.00	Highest	$0	$25,566	$218,926
MELISSA CENTENO	EXEC. DIRECTOR, COMM & DONOR ENG	40.00	Highest	$0	$30,255	$220,302
COLLEEN O'CONNOR	EXEC. DIRECTOR, MAJOR GIFTS	40.00	Highest	$0	$23,160	$202,927
RAMONA LOPEZ	EXEC. DIRECTOR, DATA MANAGEMENT	40.00	Highest	$0	$17,048	$181,316
CHRISTINE-CLAYRE HAFNER	DIRECTOR PHILANTHROPY	40.00	Highest	$0	$28,413	$167,240
WANG TENG MD	BOARD MEMBER	1.00	Director	$0	$0	$34,320
CANDACE HAYNES	BOARD SECRETARY	1.00	Officer Director	$0	$0	$8,309
MATTHEW KIMMEL	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
GUS ALVAREZ	BOARD VICE CHAIR	1.00	Officer Director	$0	$0	$0
NAREN GOEL	BOARD TREASURER	1.00	Officer Director	$0	$0	$0
JOYCE AVERNA	BOARD MEMBER	1.00	Director	$0	$0	$0
SANDY BENSON	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID DOW	BOARD MEMBER	1.00	Director	$0	$0	$0
JACQUELINE DUPONT CARLSON	BOARD MEMBER	1.00	Director	$0	$0	$0
NORA EVANS MD	BOARD MEMBER	1.00	Director	$0	$0	$0
TOM FELDMAR	BOARD MEMBER	1.00	Director	$0	$0	$0
CATHY HAN MD	BOARD MEMBER	1.00	Director	$0	$0	$0
PATTY JUAREZ	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID LAW MD	BOARD MEMBER	1.00	Director	$0	$0	$0
RHONDA LONGMORE-GRUND	BOARD MEMBER	1.00	Director	$0	$0	$0
LAURIE LOUIE	BOARD MEMBER	1.00	Director	$0	$0	$0
GAYLE LUCIANO	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM MCNULTY	BOARD MEMBER	1.00	Director	$0	$0	$0
SARAH NEDERLANDER	BOARD MEMBER	1.00	Director	$0	$0	$0
JESSIE VALENCIA	BOARD MEMBER	1.00	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
2025	$7,268,134	$8,019,553	$186,663,293	$-751,419
2024	$28,455,781	$12,001,731	$178,726,049	$16,454,050
2023	$4,065,188	$5,359,853	$175,405,493	$-1,294,665
2022	$25,315,166	$4,765,286	$165,837,734	$20,549,880
2021	$12,310,516	$2,380,665	$173,885,184	$9,929,851
2020	$9,679,340	$3,242,959	$145,551,022	$6,436,381
2019	$2,989,098	$9,857,035	$143,676,555	$-6,867,937
2018	$15,824,811	$2,520,151	$145,825,241	$13,304,660

SADDLEBACK MEMORIAL FOUNDATION