RADY CHILDREN'S HOSPITAL FOUNDATION - SAN DIEGO (EIN 330170626) - 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

1986

Legal Domicile

Principal Officer

JAMES J ULI JR

Phone

8585761700

Tax Period

2022-07-01 to 2023-06-30

RADY CHILDREN'S HOSPITAL FOUNDATION - SAN DIEGO, founded in 1986, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $71.7M in total revenue in fiscal year 2022. Revenue fell 59% from the prior year — a significant decline worth monitoring. Expenses of $79.0M exceeded revenue, resulting in a 10% operating deficit.

Mission

FUNDRAISING FOR RADY CHILDREN'S HOSPITAL SAN DIEGO, RADY CHILDREN'S HOSPITAL & HEALTH CENTER, & RADY CHILDREN'S RESEARCH CENTER.

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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 (2022)

Revenue Breakdown

Contributions & Grants $71,202,999

Program Service Revenue $0

Investment Income $4,257

Other Revenue $467,338

TOTAL REVENUE $71,674,594

Expense Breakdown

Grants Paid $63,410,455

Salaries & Benefits $9,538,826

Fundraising Expenses $11,944,978

Program Expenses $65,004,393

Other Expenses $5,280,491

TOTAL EXPENSES $78,979,858

Year-over-Year Comparison

	2022	2021	Change
Revenue	$71,674,594	$175,606,260	-0.6%
Expenses	$78,979,858	$176,596,403	-0.6%
Net Income	$-7,305,264	$-990,143	+6.4%

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

196

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

$6,007,857

Total Directors

Key Employees

$424,029

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIDGETT M BROWN	BOARD MEMBER	2.00	Director	$0	$0	$0
CARLEE HARMONSON	BOARD MEMBER	2.00	Director	$0	$0	$0
CHRIS TRESSE	BOARD MEMBER	2.00	Director	$0	$0	$0
DOUG ARTHUR	BOARD CHAIR	4.00	Officer Director	$0	$0	$0
DOUG DAWSON	BOARD MEMBER	2.00	Director	$0	$0	$0
EDWARD J BEZDEK	BOARD MEMBER	2.00	Director	$0	$0	$0
ERIK GREUPNER	BOARD MEMBER	2.00	Director	$0	$0	$0
HARRIET BOSSENBROEK	BOARD MEMBER	2.00	Director	$0	$0	$0
JON BEYRER	EX-OFFICIO BOARD MEMBER	2.00	Director	$0	$0	$0
KRIS DICKINSON	BOARD MEMBER	2.00	Director	$0	$0	$0
LISA PECKHAM	BOARD MEMBER	2.00	Director	$0	$0	$0
MARIA ASSARAF	BOARD MEMBER	2.00	Director	$0	$0	$0
PAUL J HERING	EX-OFFICIO BOARD MEMBER	2.00	Director	$0	$0	$0
RICHARD LIBENSON	BOARD MEMBER	2.00	Director	$0	$0	$0
SCOTT HALL	BOARD MEMBER	2.00	Director	$0	$0	$0
GAIL KNIGHT MD	SR VP, CMO	1.00	Officer	$0	$12,976	$883,405
JAMES J ULI JR	SVP, CFO, TREASURER	4.00	Officer	$0	$21,610	$859,313
JILL STRICKLAND	SR VP, CAO	1.00	Officer	$0	$29,336	$745,508
NICHOLAS M HOLMES MD	SR VP, COO	2.00	Officer	$0	$38,429	$964,789
PATRICK FRIAS MD	PRESIDENT & CEO	4.00	Officer	$0	$38,924	$1,780,638
STEPHEN JENNINGS	SR VP, EXEC DIR FOUNDATION, SEC	40.00	Officer	$717,267	$56,937	$774,204
JEAN ELIZABETH FORD	VP, FOUNDATION FUNDRAISING	40.00	Key Emp	$387,304	$36,725	$424,029
ALEXANDRA LYMAN LOKER	SR DIR, CORP & COMM FUNDRAISER	40.00	Highest	$217,136	$19,314	$236,450
CAROL D DAMON-SCHERER	SR DIR, CAMPAIGN OPERATION	40.00	Highest	$288,934	$23,617	$312,551
JULIE ANN REINKE	SR DIR, FUNDRAISING	40.00	Highest	$215,584	$19,774	$235,358
LAUREN BERGQUIST	SR DIR, MAJOR GIFTS FUNDRAISING	40.00	Highest	$268,375	$27,658	$296,033
SARAH COOPER	SR DIR, FOUNDATION OPERATIONS	40.00	Highest	$248,335	$35,568	$283,903
MARGARET E NORTON	FORMER OFFICER	0.00		$0	$0	$135,131

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$71,674,594	$78,979,858	$196,997,890	$-7,305,264
2022	$175,606,260	$176,596,403	$171,855,722	$-990,143
2021	$99,003,939	$100,379,509	$67,726,852	$-1,375,570
2020	$51,030,791	$63,397,591	$26,690,052	$-12,366,800
2019	$36,594,393	$41,509,122	$40,785,025	$-4,914,729
2018	$39,322,968	$40,594,092	$28,854,974	$-1,271,124

RADY CHILDREN'S HOSPITAL FOUNDATION - SAN DIEGO