Riverside University Health System Foundation (EIN 330374018) - 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

1989

Legal Domicile

Principal Officer

B Robertson-Tucker

Phone

9514867620

Tax Period

2024-07-01 to 2025-06-30

Riverside University Health System Foundation, founded in 1989, is a community nonprofit in the Health Care sector that reported $6.5M in total revenue in fiscal year 2024. The organization ran a surplus of $2.5M, a strong 39% operating margin.

Mission

To inspire philanthropic support for the needs of Riverside University Health System.

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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 $6,264,016

Program Service Revenue $0

Investment Income $240,082

Other Revenue $-25,698

TOTAL REVENUE $6,478,400

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,855,497

Other Expenses $3,982,676

TOTAL EXPENSES $3,982,676

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,478,400	$6,708,705	0.0%
Expenses	$3,982,676	$4,850,706	-0.2%
Net Income	$2,495,724	$1,857,999	+0.3%

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

400

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

$500,398

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jamil Dada	Chair	5.00	Officer Director	$0	$0	$0
Michael Marlatt	Vice Chair	3.00	Officer Director	$0	$0	$0
Michael Vanderpool	Treasurer	4.00	Officer Director	$0	$0	$0
Kathryn Hwang	Secretary	3.00	Officer Director	$0	$0	$0
Kerry Pendergast	Immediate Past Chair (Through 8/25)	3.00	Officer Director	$0	$0	$0
Dr Alexandra Clark	Ex-Officio	6.00	Director	$0	$0	$0
Jennifer Cruikshank	Ex-Officio	2.00	Director	$0	$0	$0
Jonelle Morris	Ex-Officio	2.00	Director	$0	$0	$0
Dr Brian Eichenberg	Board Member	2.00	Director	$0	$0	$0
Dr Wolde-Ab Isaac	Board Member	2.00	Director	$0	$0	$0
Erick Montano	Board Member	2.00	Director	$0	$0	$0
Helga Wolf	Board Member	2.00	Director	$0	$0	$0
Iddo Benzeevi	Board Member	2.00	Director	$0	$0	$0
Thomas Pham	Board Member	2.00	Director	$0	$0	$0
Jeremey Shumaker	Board Member	2.00	Director	$0	$0	$0
Virginia Blumenthal	Board Member	2.00	Director	$0	$0	$0
Marion Ashley	Board Member	2.00	Director	$0	$0	$0
Marissa Peterson	Board Member	2.00	Director	$0	$0	$0
Donna Knox	Board Member	2.00	Director	$0	$0	$0
Koka Lakshman	Board Member	2.00	Director	$0	$0	$0
Kristen Varner	Board Member (Through 8/2024)	2.00	Director	$0	$0	$0
Judy Carpenter	Board Member (Through 8/2024)	2.00	Director	$0	$0	$0
Mary Ashley	Board Member (Through 1/2025)	2.00	Director	$0	$0	$0
Kathleen Hartmen	Board Member (Through 5/2025)	2.00	Director	$0	$0	$0
Corinne Awad	Foundation Director	40.00	Officer	$132,879	$72,999	$205,878
Berangere Robertson-Tucker	Director of Operations	40.00	Officer	$211,995	$82,525	$294,520

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	$6,478,400	$3,982,676	$8,883,575	$2,495,724
2024	$6,708,705	$4,850,706	$7,568,324	$1,857,999
2023	$5,109,442	$4,674,200	$5,333,106	$435,242
2022	$4,172,578	$2,852,670	$4,020,662	$1,319,908
2021	$2,343,203	$2,938,350	$2,742,077	$-595,147
2020	$2,092,211	$3,233,942	$2,910,168	$-1,141,731
2019	$2,923,438	$2,351,985	$3,415,629	$571,453
2018	$2,308,505	$1,847,610	$2,826,560	$460,895

Riverside University Health System Foundation