CHRISTUS SANTA ROSA-SAN MARCOS FOUNDATION (EIN 742259907) - 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

1982

Legal Domicile

Principal Officer

STEVE CHEN

Phone

5127533687

Tax Period

2024-07-01 to 2025-06-30

CHRISTUS SANTA ROSA-SAN MARCOS FOUNDATION, founded in 1982, is a small nonprofit that reported $324K in total revenue in fiscal year 2024. Revenue fell 75% from the prior year — a significant decline worth monitoring. Expenses of $1.0M exceeded revenue, resulting in a 222% operating deficit.

Mission

FUNDRAISING FOR TAX-EXEMPT HOSPITAL ORGANIZATION

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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 $295,553

Program Service Revenue $0

Investment Income $355

Other Revenue $28,296

TOTAL REVENUE $324,204

Expense Breakdown

Grants Paid $1,002,500

Salaries & Benefits $500

Fundraising Expenses $40,303

Program Expenses $1,002,500

Other Expenses $42,480

TOTAL EXPENSES $1,045,480

Year-over-Year Comparison

	2024	2023	Change
Revenue	$324,204	$1,294,770	-0.7%
Expenses	$1,045,480	$253,528	+3.1%
Net Income	$-721,276	$1,041,242	-1.7%

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

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

$756,916

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE CHEN	CFO	1.0	Officer	$0	$50,806	$622,466
JERILYN MILLER	EXECUTIVE DIRECTOR	40.0	Officer	$0	$16,571	$134,450
COREY CAROTHERS DDS	CHAIRMAN	2.0	Officer Director	$0	$0	$0
WAYNE BECAK	DIRECTOR	2.0	Director	$0	$0	$0
BARRIE BREED	DIRECTOR	1.0	Director	$0	$0	$0
JOHN NAVARRETTE	SECRETARY	2.0	Officer Director	$0	$0	$0
SCOTT YARBROUGH	DIRECTOR (THRU 02/2025)	2.0	Director	$0	$0	$0
SHANE FRASER	DIRECTOR	1.0	Director	$0	$0	$0
GLORIA INGRAM	DIRECTOR	1.0	Director	$0	$0	$0
HOLLY MORRIS	DIRECTOR	1.0	Director	$0	$0	$0
JON MAZURSKY MD	DIRECTOR	1.0	Director	$0	$0	$0
KEN STRANGE	DIRECTOR (THRU 01/2025)	1.0	Director	$0	$0	$0
LANCE WINTER	DIRECTOR	1.0	Director	$0	$0	$0
PABLO ZUNIGA	DIRECTOR	1.0	Director	$0	$0	$0
JOHN SCHAWE	DIRECTOR	1.0	Director	$0	$0	$0
ALFONSO SIFUENTES	DIRECTOR	1.0	Director	$0	$0	$0
AMY STANFIELD	DIRECTOR	1.0	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	$324,204	$1,045,480	$1,148,305	$-721,276
2024	No data	No data	No data	No data
2023	$211,839	$157,581	$650,257	$54,258
2022	$332,574	$236,063	$506,871	$96,511
2020	$238,259	$45,470	$305,942	$192,789
2019	$379,846	$211,439	$303,447	$168,407
2018	$410,551	$191,703	$327,582	$218,848

CHRISTUS SANTA ROSA-SAN MARCOS FOUNDATION