NATIVIDAD MEDICAL FOUNDATION

EIN: 770194989 501(c)(3) Health Care

SALINAS, CA

Total Revenue
$3,176,761
Total Expenses
$2,579,423
Total Assets
$6,971,469
Net Assets
$6,555,555
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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
1988
Legal Domicile
CA
Principal Officer
JENNIFER WILLIAMS
Phone
8317554187
Tax Period
2024-01-01 to 2024-12-31

NATIVIDAD MEDICAL FOUNDATION, founded in 1988, is a community nonprofit in the Health Care sector that reported $3.2M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $597K, a strong 19% operating margin.

Mission

BRINGS PEOPLE TOGETHER TO STRENGTHEN NATIVIDAD AND CREATE A HEALTHIER COMMUNITY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,824,935
Program Service Revenue $43,333
Investment Income $232,027
Other Revenue $76,466
TOTAL REVENUE $3,176,761

Expense Breakdown

Grants Paid $852,109
Salaries & Benefits $1,190,865
Fundraising Expenses $554,245
Program Expenses $1,542,498
Other Expenses $536,449
TOTAL EXPENSES $2,579,423

Year-over-Year Comparison

2024 2023 Change
Revenue $3,176,761 $2,863,082 +0.1%
Expenses $2,579,423 $2,746,154 -0.1%
Net Income $597,338 $116,928 +4.1%
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
11
Independent Members
N/A
Employees
12
Volunteers
50

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
5
$775,123
Total Directors
10
$1,389,408
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CHARLES HARRIS Director 0.50
Director
$0 $41,741 $560,506
CRAIG WALLS Secretary 0.50
Officer Director
$0 $48,682 $487,018
MINERVA PEREZ Director 0.50
Director
$0 $29,518 $341,884
JENNIFER WILLIAMS President & CEO 50.00
Officer
$240,670 $47,435 $288,105
LISA RICO DIR OF OPERATIONS 40.00
$111,698 $25,758 $137,456
JEFFREY BASS Chairman 0.50
Officer Director
$0 $0 $0
TED LORONO VICE CHAIRMAN 0.50
Officer Director
$0 $0 $0
SHERI CLINE Treasurer 0.50
Officer Director
$0 $0 $0
JULIANNE DEAN Director 0.50
Director
$0 $0 $0
JENNIFER HOLLINGSWORTH Director 0.50
Director
$0 $0 $0
MARCIA ATKINSON Director 0.50
Director
$0 $0 $0
PATRICIA RODRIGUEZ Director 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
2024 $3,176,761 $2,579,423 $6,971,469 $597,338
2023 $2,863,082 $2,746,154 $6,643,103 $116,928
2022 $3,568,857 $2,946,263 $6,797,371 $622,594
2022 $3,567,177 $2,946,263 $6,795,691 $620,914
2021 $3,421,173 $2,310,004 $6,227,458 $1,111,169
2020 $2,158,200 $2,164,260 $5,068,835 $-6,060
2019 $2,529,465 $1,991,435 $4,806,582 $538,030
2018 $3,394,018 $1,881,048 $4,066,549 $1,512,970
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