Big Sur Health Center Inc (EIN 770077112) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1979

Legal Domicile

Principal Officer

Ben Perlmutter

Phone

8316672580

Tax Period

2024-01-01 to 2024-12-31

Big Sur Health Center Inc, founded in 1979, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $244K, a strong 18% operating margin.

Mission

The Big Sur Health Center exists to serve the health and wellness needs of the Big Sur community by providing quality healthcare through traditional and complementary approaches that are culturally sensitive and center on patient needs.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $896,792

Program Service Revenue $416,190

Investment Income $38,165

Other Revenue $33,333

TOTAL REVENUE $1,384,480

Expense Breakdown

Grants Paid $0

Salaries & Benefits $848,044

Fundraising Expenses $6,851

Program Expenses $1,043,566

Other Expenses $292,216

TOTAL EXPENSES $1,140,260

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,384,480	$1,084,456	+0.3%
Expenses	$1,140,260	$1,047,531	+0.1%
Net Income	$244,220	$36,925	+5.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$156,943

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sharen Carey	Executive Dir.	40.00	Officer	$156,943	$0	$156,943
Derric Oliver	President	1.25	Officer Director	$0	$0	$0
Michael Linder	Vice President	0.50	Officer Director	$0	$0	$0
Ben Perlmutter	Treasurer	2.00	Officer Director	$0	$0	$0
Samantha Jones	Secretary	2.00	Officer Director	$0	$0	$0
Tajha Chappellet-Lanier	Director	1.00	Director	$0	$0	$0
Fran Heller	Director	1.25	Director	$0	$0	$0
Juliana Pazzaglia	Director	1.25	Director	$0	$0	$0
Jerilyn Hesse	Director	1.25	Director	$0	$0	$0
Pam Conant	Director	1.25	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	$1,384,480	$1,140,260	$1,419,522	$244,220
2023	$1,084,456	$1,047,531	$1,219,073	$36,925
2022	$932,758	$977,346	$1,218,103	$-44,588
2021	$1,098,630	$887,219	$1,137,893	$211,411
2020	$1,019,039	$847,613	$910,976	$171,426

Big Sur Health Center Inc