SAC HEALTH SYSTEM

EIN: 330664371 501(c)(3) Health Care

SAN BERNARDINO, CA

Total Revenue
$159,613,304
Total Expenses
$141,325,297
Total Assets
$254,740,221
Net Assets
$97,792,957
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1995
Legal Domicile
CA
Principal Officer
JASON LOHR
Phone
9092599113
Tax Period
2024-07-01 to 2025-06-30

SAC HEALTH SYSTEM, founded in 1995, is a major nonprofit in the Health Care sector that reported $159.6M in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $141.3M left a modest 11% surplus.

Mission

TO REFLECT THE HEALING MINISTRY AND LOVE OF JESUS CHRIST THROUGH HEALTHCARE, EDUCATION, AND PARTNERSHIPS THAT EMPOWER OUR COMMUNITIES TO FLOURISH.

Program Service Accomplishments

Program 1
Expenses: $5,061,023 Revenue: $15,841,800

IEHP'S ENHANCED CARE MANAGEMENT - THE GRANT'S OBJECTIVE IS TO TRANSFORM PROVIDER'S CLINICAL PRACTICES IN 5 KEY AREAS WHICH INCLUDES ASSESSMENT PROCESSES, CARE PLANNING, SERVICE DELIVERY PRACTICES...

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IEHP'S ENHANCED CARE MANAGEMENT - THE GRANT'S OBJECTIVE IS TO TRANSFORM PROVIDER'S CLINICAL PRACTICES IN 5 KEY AREAS WHICH INCLUDES ASSESSMENT PROCESSES, CARE PLANNING, SERVICE DELIVERY PRACTICES, POPULATION HEALTH CARE MANAGEMENT & HEALTH PROMOTION/PATIENT EXPERIENCE. IT SUPPORTS PRIMARY & BEHAVIORAL HEALTH CARE INTEGRATION (I.E. TEAM BASED CARE). THE GRANT PAYS FOR PERSONNEL INVOLVED IN THE OPERATION OF THE GRANT, AS WELL AS INDIRECT EXPENSES SUCH AS OFFICE SUPPLIES.

Program 2
Expenses: $3,513,917 Revenue: $3,513,917

HRSA FULL 330 HEALTH CENTER PROGRAM GRANT. SACHS IS A FEDERALLY QUALIFIED HEALTH CENTER (FQHC) RECEIVING A GRANT UNDER SECTION 330 OF THE PUBLIC HEALTH SERVICE (PHS) ACT (42 UNITED STATES CODE...

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HRSA FULL 330 HEALTH CENTER PROGRAM GRANT. SACHS IS A FEDERALLY QUALIFIED HEALTH CENTER (FQHC) RECEIVING A GRANT UNDER SECTION 330 OF THE PUBLIC HEALTH SERVICE (PHS) ACT (42 UNITED STATES CODE SECTION 254A). FQHCS ARE PAID BASED ON THE FQHC PROSPECTIVE PAYMENT SYSTEM (PPS) FOR MEDICALLY-NECESSARY PRIMARY HEALTH SERVICES AND QUALIFIED PREVENTIVE HEALTH SERVICES FURNISHED BY AN FQHCPRACTITIONER.

Program 3
Expenses: $1,644,049 Revenue: $2,020,937

TEACHING HEALTH CENTER GRADUATE MEDICAL EDUCATION - HRSA FUNDED PRIMARY CARE RESIDENCY PROGRAMS WHICH INCLUDE FAMILY MEDICINE, INTERNAL MEDICINE, OB & GYN, PSYCHIATRY. IT HELPS BUILD HEALTHY...

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TEACHING HEALTH CENTER GRADUATE MEDICAL EDUCATION - HRSA FUNDED PRIMARY CARE RESIDENCY PROGRAMS WHICH INCLUDE FAMILY MEDICINE, INTERNAL MEDICINE, OB & GYN, PSYCHIATRY. IT HELPS BUILD HEALTHY COMMUNITIES BY SUPPORTING QUALIFIED HEALTHCARE PROVIDERS DEDICATED TO WORKING IN EDUCATION EXPENSES FOR TRAINING RESIDENTS IN NEW OR EXPANDING COMMUNITY BASED PRIMARY CARE RESIDENCY PROGRAMS.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $36,653,672
Program Service Revenue $113,003,991
Investment Income $1,501,997
Other Revenue $8,453,644
TOTAL REVENUE $159,613,304

Expense Breakdown

Grants Paid $154,208
Salaries & Benefits $64,847,752
Fundraising Expenses $250,340
Program Expenses $75,177,588
Other Expenses $76,072,997
TOTAL EXPENSES $141,325,297

Year-over-Year Comparison

2024 2023 Change
Revenue $159,613,304 $131,650,857 +0.2%
Expenses $141,325,297 $114,113,746 +0.2%
Net Income $18,288,007 $17,537,111 +0.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
12
Independent Members
12
Employees
857
Volunteers
12

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
5
$808,140
Total Directors
12
$0
Key Employees
2
$698,108
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RODNEY NEAL BOARD CHAIR 0.75
Officer Director
$0 $0 $0
RAUL CASTILLO BOARD CO-CHAIR 0.75
Officer Director
$0 $0 $0
TOMI DANIEL BOARD SECRETARY 0.75
Officer Director
$0 $0 $0
ANN ATKINSON BOARD MEMBER 0.75
Director
$0 $0 $0
JONATHAN PETER BAKER BOARD MEMBER 0.75
Director
$0 $0 $0
JESSICA GARCIA BOARD MEMBER 0.50
Director
$0 $0 $0
KEN RAMIREZ BOARD MEMBER 0.50
Director
$0 $0 $0
LUISA LOUBRIEL BOARD MEMBER 0.50
Director
$0 $0 $0
MAGDALENA WIESNER BOARD MEMBER 0.50
Director
$0 $0 $0
RICHARD HART MD BOARD MEMBER 0.50
Director
$0 $0 $0
MARILYN HERRMANN BOARD MEMBER 0.50
Director
$0 $0 $0
PATRICK MORRIS BOARD MEMBER 0.50
Director
$0 $0 $0
DR JASON LOHR PRESIDENT & CEO 40.00
Officer
$439,655 $65,389 $505,044
JORDAN URBAN CFO 40.00
Officer
$249,911 $53,185 $303,096
DR MARYELLEN WESTERBERG COO 40.00
Key Emp
$298,518 $38,747 $337,265
BONNIE CHI-LUM CMO 40.00
Key Emp
$323,067 $37,776 $360,843
GERRARD GIER CIO 40.00
Highest
$254,219 $51,177 $305,396
PAUL FOSTER CHIEF PEOPLE OFFICER 40.00
Highest
$303,768 $55,895 $359,663
LEE PODOLL CHIEF BUSINESS STRATEGY OFFICER 40.00
Highest
$310,987 $63,248 $374,235
JAMES CROUNSE ASSISTANT CMO 32.00
Highest
$248,663 $36,091 $284,754
YVETTE FELIPE DENTIST 40.00
Highest
$192,949 $42,075 $235,024
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 $159,613,304 $141,325,297 $254,740,221 $18,288,007
2024 No data No data No data No data
2023 $110,819,273 $102,235,102 $122,473,721 $8,584,171
2022 $102,072,340 $82,727,043 $39,362,176 $19,345,297
2022 $128,405,105 $82,727,043 $65,694,940 $45,678,062
2021 $69,943,208 $68,902,773 $20,750,511 $1,040,435
2020 $61,693,339 $60,994,122 $21,392,983 $699,217
2019 $53,464,845 $53,111,728 $15,000,277 $353,117
2018 $45,598,625 $49,008,761 $12,465,715 $-3,410,136
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