CHG FOUNDATION (EIN 330586911) - 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

1994

Legal Domicile

Principal Officer

NORMA DIAZ

Phone

6194220422

Tax Period

2023-01-01 to 2023-12-31

CHG FOUNDATION, founded in 1994, is a large national nonprofit in the Health Care sector that reported $1.5B in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $278.7M, a strong 18% operating margin.

Mission

CHG FOUNDATION IS DEDICATED TO MAINTAINING AND IMPROVING THE HEALTH OF OUR MEMBERS BY PROVIDING ACCESS TO QUALITY CARE AND OFFERING EXCEPTIONAL SERVICE TO DIVERSE POPULATIONS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,500,555,965

Investment Income $29,313,041

Other Revenue $493,515

TOTAL REVENUE $1,530,362,521

Expense Breakdown

Grants Paid $592,022

Salaries & Benefits $29,344,361

Fundraising Expenses $0

Program Expenses $1,193,240,997

Other Expenses $1,221,691,374

TOTAL EXPENSES $1,251,627,757

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,530,362,521	$1,247,699,069	+0.2%
Expenses	$1,251,627,757	$1,042,911,720	+0.2%
Net Income	$278,734,764	$204,787,349	+0.4%

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

521

Volunteers

N/A

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

$2,432,408

Total Directors

$263,260

Key Employees

$1,651,312

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALBERT VITELA	CHAIRMAN OF THE BOARD OF DIRECTORS	3.00	Officer Director	$0	$0	$45,035
CARLOS CESENA	VICE CHAIRMAN OF THE BOARD OF DIRECTORS	3.00	Officer Director	$0	$0	$33,850
CARLOTA SALAS	SECRETARY OF THE BOARD OF DIRECTORS	3.00	Officer Director	$0	$0	$29,600
JONATHAN BALL	BOARD MEMBER	3.00	Director	$0	$0	$29,550
TITO CALSADA	BOARD MEMBER	3.00	Director	$0	$0	$30,950
DOMENIC D'ALESSIO	BOARD MEMBER	3.00	Director	$0	$0	$32,075
JOSE LUIS VALDIVIA	BOARD MEMBER	3.00	Director	$0	$0	$34,350
RENEE L RAMOS	BOARD MEMBER	3.00	Director	$0	$0	$27,850
NORMA DIAZ	CHIEF EXECUTIVE OFFICER	38.00	Officer	$0	$49,254	$1,035,056
SCOTT CARROLL	CHIEF FINANCIAL OFFICER	37.00	Officer	$0	$31,757	$460,167
JOSEPH GARCIA	CHIEF OPERATING OFFICER	38.00	Officer	$0	$0	$828,700
PATRICK TELLEZ	CHIEF MEDICAL OFFICER	20.00	Key Emp	$0	$1,085	$397,920
ANN WARREN	ASSOCIATE CHIEF EXECUTIVE OFFICER	16.00	Key Emp	$0	$38,701	$495,177
ALLAN SOMBILLO	CHIEF INFORMATION OFFICER	20.00	Key Emp	$0	$22,110	$361,821
ALAN CONRAD	CHIEF MEDICAL OFFICER	20.00	Key Emp	$0	$40,592	$396,394
ALEJANDRO HINOJOSA-VALENCIA	IHA PHYSICIAN	20.00	Highest	$0	$30,483	$526,722
YOUSAF FAROOK	SENIOR DIRECTOR OF HEALTH CARE SERVICES	20.00	Highest	$0	$35,988	$282,235
FRANCISCA CHAVEZ	SENIOR DIRECTOR OF OPERATIONS	38.00	Highest	$0	$18,993	$261,917
NOREEN KOIZUMI	DIRECTOR OF CORPORATE QUALITY	20.00	Highest	$0	$49,836	$292,403
HEIDI ARNDT	SENIOR COMPLIANCE OFFICER	16.00	Highest	$0	$34,135	$320,209

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	No data	No data	No data	No data
2023	$1,530,362,521	$1,251,627,757	$1,446,221,312	$278,734,764
2022	$1,247,699,069	$1,042,911,720	$779,485,719	$204,787,349
2021	$1,199,988,965	$1,266,760,932	$603,263,204	$-66,771,967
2020	$978,092,810	$991,761,902	$637,171,330	$-13,669,092
2019	$943,115,999	$968,168,104	$612,637,175	$-25,052,105
2018	$838,189,121	$904,336,764	$710,886,080	$-66,147,643

CHG FOUNDATION