TULARE HOSPITAL FOUNDATION

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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

1997

Legal Domicile

Principal Officer

BARBARA HARRELL

Phone

5596853448

Tax Period

2023-07-01 to 2024-06-30

TULARE HOSPITAL FOUNDATION, founded in 1997, is a micro nonprofit in the Health Care sector that reported $80K in total revenue in fiscal year 2023. Revenue decreased 5% compared to the prior year. Expenses of $184K exceeded revenue, resulting in a 130% operating deficit.

Mission

TO SEEK, RECEIVE, AND MANAGE GIFTS TO SUPPORT THE FINANCIAL NEED OF TULARE REGIONAL MEDICAL CENTER.

Program Service Accomplishments

Program 1

Expenses: $115,228 Revenue: $41,802

BY ACCEPTING CHARITABLE GIFTS AND CONDUCTING AND COORDINATING VARIOUS FUNDRAISERS, THE ORGANIZATION IS ABLE TO ASSIST IN SECURING MEDICAL TECHNOLOGY TO SUPPORT THE COMMITMENT OF THE HOSPITAL'S...

BY ACCEPTING CHARITABLE GIFTS AND CONDUCTING AND COORDINATING VARIOUS FUNDRAISERS, THE ORGANIZATION IS ABLE TO ASSIST IN SECURING MEDICAL TECHNOLOGY TO SUPPORT THE COMMITMENT OF THE HOSPITAL'S PHYSICIANS, SURGEONS AND STAFF TO BE THE LEADER AND PREFERRED HEALTHCARE ORGANIZATION IN THE REGION.

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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 (2023)

Revenue Breakdown

Contributions & Grants $102,282

Program Service Revenue $0

Investment Income $41,802

Other Revenue $-63,949

TOTAL REVENUE $80,135

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $115,228

Other Expenses $184,318

TOTAL EXPENSES $184,318

Year-over-Year Comparison

	2023	2022	Change
Revenue	$80,135	$84,775	-0.1%
Expenses	$184,318	$149,795	+0.2%
Net Income	$-104,183	$-65,020	+0.6%

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

N/A

Volunteers

100

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARBARA HARRELL	CHAIR/PRESIDENT	1.00	Officer Director	$0	$0	$0
SHERI PEREIRA	TRUSTEE	0.50	Director	$0	$0	$0
ADNAAN EDUN	TRUSTEE	0.50	Director	$0	$0	$0
SHERRY LUIZ	TRUSTEE	0.50	Director	$0	$0	$0
XAVIER AVILA	TRUSTEE	0.50	Director	$0	$0	$0
SHARON VANWEERDHUIZEN	SECRETARY	1.00	Officer Director	$0	$0	$0
MARMIE FIDLER	TREASURER	1.00	Officer Director	$0	$0	$0
BRIAN VIEIRA	TRUSTEE	0.50	Director	$0	$0	$0
CRUZ GOMEZ	TRUSTEE	0.50	Director	$0	$0	$0
MELISSA AVILA	TRUSTEE	0.50	Director	$0	$0	$0
MIKE HUDDLESTON	TRUSTEE	0.50	Director	$0	$0	$0
STEVE HARRELL	TRUSTEE	0.50	Director	$0	$0	$0
TERRI LINN	TRUSTEE	0.50	Director	$0	$0	$0
DARLENE THOMPSON	TRUSTEE	0.50	Director	$0	$0	$0
JACKIE PAULL	TRUSTEE	0.50	Director	$0	$0	$0
SHIVETA CHERWOO	TRUSTEE	0.50	Director	$0	$0	$0
JENNIFER BURCHAM	TRUSTEE	0.50	Director	$0	$0	$0
JOSEPH MADDELA	TRUSTEE	0.50	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	$80,135	$184,318	$883,892	$-104,183
2023	$84,775	$149,795	$942,735	$-65,020
2022	$74,821	$200,137	$931,936	$-125,316
2021	$76,907	$136,709	$1,104,322	$-59,802
2020	$310,928	$127,814	$1,210,754	$183,114
2019	$72,190	$84,617	$1,019,560	$-12,427
2018	$114,641	$98,022	$1,002,740	$16,619