SACVALLEY MEDSHARE

EIN: 465423598 501(c)(3) Community Improvement

Chico, CA

Total Revenue
$2,028,393
Total Expenses
$2,227,732
Total Assets
$731,142
Net Assets
$716,814
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2013
Legal Domicile
CA
Principal Officer
John Helvey
Phone
5307205997
Tax Period
2023-01-01 to 2023-12-31

SACVALLEY MEDSHARE, founded in 2013, is a community nonprofit in the Community Improvement sector that reported $2.0M in total revenue in fiscal year 2023. Revenue decreased 5% compared to the prior year.

Mission

To improve the quality and safety of healthcare across the North Central Valley by sharing health information in a secure and efficient fashion between all providers facilities and patients.

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,015,531
Program Service Revenue $0
Investment Income $12,862
Other Revenue $0
TOTAL REVENUE $2,028,393

Expense Breakdown

Grants Paid $0
Salaries & Benefits $262,983
Fundraising Expenses $0
Program Expenses $2,227,732
Other Expenses $1,964,749
TOTAL EXPENSES $2,227,732

Year-over-Year Comparison

2023 2022 Change
Revenue $2,028,393 $2,135,579 -0.1%
Expenses $2,227,732 $1,709,006 +0.3%
Net Income $-199,339 $426,573 -1.5%
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

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Governance

Voting Members
12
Independent Members
N/A
Employees
4
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
4
$0
Total Directors
11
$0
Key Employees
1
$174,903
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
John Helvey Executive Director 40.00
Key Emp Highest
$174,903 $0 $174,903
Elizabeth Steffen Board Chair 3.00
Officer
$0 $0 $0
Denise LeFevre Board Vice-Chair 2.00
Officer
$0 $0 $0
Robert Folden Board Secretary 2.00
Officer
$0 $0 $0
Charles Kitzman Board Treasurer 2.00
Officer
$0 $0 $0
William Thompson Abraham Board Member 1.00
Director
$0 $0 $0
Carlos Peralta Boar Member 1.00
Director
$0 $0 $0
Teri Schmitt Board Member 1.00
Director
$0 $0 $0
Dr Robert Moore MD Board Member 1.00
Director
$0 $0 $0
Dr Danielle Oryn DO Board Member 1.00
Director
$0 $0 $0
Ara Chakrabarti Board Member 1.00
Director
$0 $0 $0
Scott Hill Board Member 1.00
Director
$0 $0 $0
Jennifer Stemler Board Member 1.00
Director
$0 $0 $0
Colleen Peterson Board Proxy 0.25
Director
$0 $0 $0
Kirt Kemp Board Proxy 0.25
Director
$0 $0 $0
Melinda Miers Board Proxy 0.25
Director
$0 $0 $0
Mons Jensen Former Board Member 1.00
$0 $0 $0
Andrew Courtright Former Board Member 1.00
$0 $0 $0
Jennifer Inden Former Board Proxy 1.00
$0 $0 $0
Mark Mitchelson Former Board Member 1.00
$0 $0 $0
Tom Osteen Former Board Member 1.00
$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
2024 No data No data No data No data
2023 $2,028,393 $2,227,732 $731,142 $-199,339
2022 $2,135,579 $1,709,006 $929,979 $426,573
2021 $3,764,628 $3,881,735 $507,179 $-117,107
2020 $3,075,785 $2,367,080 $1,053,516 $708,705
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