SURPRISE VALLEY HEALTH CARE DISTRICT (EIN 680008034) - 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

1987

Legal Domicile

Principal Officer

FRANCES HANNAH

Phone

5302796111

Tax Period

2022-07-01 to 2023-06-30

SURPRISE VALLEY HEALTH CARE DISTRICT, founded in 1987, is a community nonprofit in the Health Care sector that reported $9.6M in total revenue in fiscal year 2022. Revenue decreased 10% compared to the prior year. Expenses of $10.8M exceeded revenue, resulting in a 13% operating deficit.

Mission

TO PROVIDE SAFE, HIGH QUALITY CARE AND PROFESSIONAL EXCELLENCE TO ALL PEOPLE.

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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 $1,470,459

Program Service Revenue $8,139,576

Investment Income $3,362

Other Revenue $14,462

TOTAL REVENUE $9,627,859

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,433,937

Fundraising Expenses $0

Program Expenses $8,733,742

Other Expenses $4,401,093

TOTAL EXPENSES $10,835,030

Year-over-Year Comparison

	2022	2021	Change
Revenue	$9,627,859	$10,679,135	-0.1%
Expenses	$10,835,030	$8,819,928	+0.2%
Net Income	$-1,207,171	$1,859,207	-1.6%

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

105

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

$304,926

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LOUIED LAGUNAY	LAB MANAGER	40.00	Highest	$234,185	$5,642	$239,827
ELIZABETH AKINYI	RADIOLOGY MA	40.00	Highest	$233,191	$8,896	$242,087
MELISSA CARTER	REGISTERED N	40.00	Highest	$204,922	$20,407	$225,329
FRANCES HANNAH	CEO	40.00	Officer	$172,851	$0	$172,851
CORY RICKARD	CFO	40.00	Officer	$118,684	$13,391	$132,075
CHANDA PEDOTTI	HR/ADMIN ASS	40.00	Highest	$116,769	$7,500	$124,269
CHASE TAYLOR	DIRECTOR OF	40.00	Highest	$113,804	$15,456	$129,260
JOHN ERQUIAGA	PRESIDENT	1.00	Officer Director	$0	$0	$0
BRUCE TOZIER	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
SUSIE BUNYARD	SECRETARY	1.00	Officer Director	$0	$0	$0
RAY GORZELL	TREASURER	1.00	Officer Director	$0	$0	$0
JEANNE GOLDMAN	DIRECTOR	1.00	Director	$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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$9,627,859	$10,835,030	$5,402,307	$-1,207,171
2022	$10,679,135	$8,819,928	$7,837,717	$1,859,207
2021	$9,137,773	$8,510,386	$5,751,575	$627,387
2020	$7,087,712	$6,667,406	$7,210,153	$420,306
2019	$6,120,342	$5,958,102	$4,282,311	$162,240
2018	$4,216,842	$6,038,632	$2,344,457	$-1,821,790

SURPRISE VALLEY HEALTH CARE DISTRICT