Lompoc Valley Community Healthcare Organization Inc (EIN 770494140) - 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

1999

Legal Domicile

Principal Officer

Ashley Costa

Phone

8057364580

Tax Period

2024-04-01 to 2025-03-31

Lompoc Valley Community Healthcare Organization Inc, founded in 1999, is a community nonprofit in the Health Care sector that reported $6.2M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $5.7M left a modest 7% surplus.

Mission

To improve the health of the community by ensuring equal access to a coordinated, local system of health promotion, disease prevention, and high-quality treatment service.

🔒

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 $6,157,095

Program Service Revenue $0

Investment Income $5,731

Other Revenue $-3,428

TOTAL REVENUE $6,159,398

Expense Breakdown

Grants Paid $78,000

Salaries & Benefits $19,500

Fundraising Expenses $12,157

Program Expenses $5,444,038

Other Expenses $5,637,134

TOTAL EXPENSES $5,734,634

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,159,398	$6,562,798	-0.1%
Expenses	$5,734,634	$6,196,332	-0.1%
Net Income	$424,764	$366,466	+0.2%

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

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

$180,553

Total Directors

$19,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ashley Costa	Executive Dir.	0.00	Officer	$0	$6,190	$180,553
Rollin C Bailey MD	Director	1.00	Director	$6,500	$0	$6,500
Christopher Taglia MD	Secretary	1.00	Director	$6,500	$0	$6,500
Carl Schlosser MD	President	1.00	Director	$6,500	$0	$6,500
Susan Warnstrom	Director	1.00	Director	$0	$0	$0
Stephen Popkin	Treasurer	1.00	Director	$0	$0	$0
Abhishek Mehta MD	Director	1.00	Director	$0	$0	$0
Maribel Landeros	Director	1.00	Director	$0	$0	$0
Roger McConnell	Director	1.00	Director	$0	$0	$0
Andrew Frerking MD	Director	1.00	Director	$0	$0	$0
Yvette Cope RN	Director	1.00	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	$6,159,398	$5,734,634	$3,319,041	$424,764
2024	$6,562,798	$6,196,332	$4,396,129	$366,466
2023	$7,163,620	$7,182,941	$4,036,053	$-19,321
2022	$4,685,297	$4,804,531	$2,297,882	$-119,234
2021	$9,907,077	$10,229,392	$2,436,961	$-322,315
2020	$6,124,613	$7,105,568	$3,372,669	$-980,955
2019	$9,666,517	$8,059,521	$4,030,983	$1,606,996

Lompoc Valley Community Healthcare Organization Inc