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 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

NATIVIDAD FOUNDATION BRINGS PEOPLE TOGETHER TO STRENGTHEN NATIVIDAD AND CREATE A HEALTHIER COMMUNITY.TOGETHER WITH OUR PARTNERS, WE HELP NATIVIDAD PROVIDE HIGH-QUALITY HEALTH CARE AND TRAUMA SERVICES FOR EVERYONE IN MONTEREY COUNTY, INCLUDING THE VULNERABLE.

Program Service Accomplishments

Program 1
Expenses: $1,542,498 Revenue: $43,333

FUNDS WERE GRANTED TO SATISFY RESTRICTIONS PLACED ON CONTRIBUTIONS INCLUDING SUPPORT FOR MEDICAL EQUIPMENT, SPIRITUAL CARE, ASSISTANCE FOR SURVIVORS OF VIOLENT CRIMES, MEDICAL STAFF EDUCATION, AND...

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FUNDS WERE GRANTED TO SATISFY RESTRICTIONS PLACED ON CONTRIBUTIONS INCLUDING SUPPORT FOR MEDICAL EQUIPMENT, SPIRITUAL CARE, ASSISTANCE FOR SURVIVORS OF VIOLENT CRIMES, MEDICAL STAFF EDUCATION, AND BASIC NEEDS LIKE PATIENT TRANSPORTATION, MEDICATIONS, CLOTHES, EMERGENCY SHELTER ASSISTANCE, AND TRANSPORTATION ASSISTANCE (FOOD AND GAS VOUCHERS). - CONTINUED FUNDRAISING BY THE AGRICULTURAL LEADERSHIP COUNCIL (TALC) WHOSE COMBINED MEMBERS HAVE DONATED MORE THAN $5.1 MILLION TO NATIVIDAD FOUNDATION SINCE 2010 FOR MEDICAL EQUIPMENT AND CROSS-CULTURAL INITIATIVES. OVER 700 PIECES OF CRITICAL MEDICAL EQUIPMENT HAVE BEEN PURCHASED WITH TALC FUNDS FOR DIFFERENT NATIVIDAD UNITS. - CONTINUED TO FUND CHOICE, A VIOLENCE INTERVENTION AND PREVENTION PROGRAM MODELED AFTER THE PROVEN UNIVERSITY OF CALIFORNIA, SAN FRANCISCOS WRAPAROUND PROJECT AT SAN FRANCISCO GENERAL HOSPITAL. THE CHOICE PROGRAM PROVIDES SERVICES TO OVER 200 SURVIVORS OF VIOLENT CRIMES YEARLY. RE-INJURY RATE FOR VICTIMS OF VIOLENCE PARTICIPATING IN CHOICE HAS BEEN MAINTAINED AT 1% 2% IN THE PAST EIGHT YEARS, COMPARED TO THE 5-YEAR NATIONAL AVERAGE OF 44%.- WITH DONATIONS FROM EMPLOYEES OF MONTEREY COUNTY AND A COMBINATION OF GRANTS, NATIVIDAD FOUNDATION CONTINUED TO MEET URGENT, BASIC MEDICAL NEEDS FOR VULNERABLE PATIENTS, INCLUDING UNHOUSED PEOPLE, WOMEN, CHILDREN, AND PEOPLE LIVING WITH HIV/AIDS. FUNDS HELPED WITH THE MOST BASIC NEEDS, INCLUDING FOOD, CLOTHING, MEDICATION, EMERGENCY SHELTER, AND TRANSPORTATION FOR UNHOUSED OR UNDERSERVED PATIENTS IN THE EMERGENCY DEPARTMENT AND MENTAL HEALTH UNIT, AMONG OTHERS; VICTIMS OF CHILD ABUSE AND NEGLECT AT THE CHILD ADVOCACY CENTER; AND MOTHERS AND BABIES AT THE LABOR & DELIVERY AND MOTHER-INFANT UNITS.- WITH ELEVENTH YEAR OF GRANT FUNDING FROM THE COMMUNITY FOUNDATION FOR MONTEREY COUNTY, PROVIDED DIABETES PREVENTION EDUCATION TO 164 LOW-INCOME ADULTS, WITH OVER A 63% RETENTION RATE, THROUGHOUT MONTEREY COUNTY THROUGH 5 STEPS TO PREVENT DIABETES PROGRAM IN A TWO-YEAR PERIOD 5 STEPS CONTINUES TO DEMONSTRATE MEANINGFUL POSITIVE CHANGES IN LIFESTYLE BEHAVIORS CORRELATED WITH REDUCING THE RISK OF DEVELOPING DIABETES, INCLUDING INCREASED CONSUMPTION OF FRUITS AND VEGETABLES; INCREASED DAILY PHYSICAL ACTIVITY; AND INCREASED USE OF STRATEGIES TO EAT HEALTHFULLY WITH A LIMITED INCOME.- THROUGH NATIVIDAD FOUNDATION, THE HOSPITAL CONTINUED ITS HEALTH PROMOTION PROGRAM ACTIVITIES THROUGH THE AMERICAN ASSOCIATION OF DIABETES EDUCATORS-ACCREDITED DIABETES EDUCATION CENTER. THE DIABETES EDUCATION CENTER IS THE FIRST AND ONLY CENTER OF ITS KIND IN MONTEREY COUNTY PROVIDING A FREE, CULTURALLY APPROPRIATE, LOW LITERACY, DIABETES PREVENTION EDUCATION PROGRAM FOCUSING ON UNDERSERVED YOUTH AND ADULTS WITH DIABETES TYPES 1 AND 2, WOMEN WITH GESTATIONAL DIABETES AND INDIVIDUALS WITH PRE-DIABETES. CLIENTS OF THE DIABETES EDUCATION CENTER ARE PRIMARILY LATINO (92%), SPANISH-SPEAKING (61%) AGRICULTURAL WORKERS.- CONTINUED TO ASSIST THE SPIRITUAL CARE PROGRAM WITH THE FULL-TIME SPIRITUAL CARE ADVISOR, WHO IS COMMITTED TO ENSURING THE EMOTIONAL AND SPIRITUAL CARE NEEDS OF PATIENTS, THEIR LOVED ONES, AND HOSPITAL STAFF ARE MET.

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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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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 $3,567,177 $2,946,263 $6,795,691 $620,914
2022 $3,568,857 $2,946,263 $6,797,371 $622,594
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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