UCSF HEALTH MEDICAL FOUNDATION (EIN 861175591) - Form 990 Financial Analysis & Trantor Score

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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

2007

Legal Domicile

Principal Officer

JIMMY HU

Phone

4154767220

Tax Period

2023-07-01 to 2024-06-30

UCSF HEALTH MEDICAL FOUNDATION, founded in 2007, is a mid-sized nonprofit in the Health Care sector that reported $46.7M in total revenue in fiscal year 2023.

Mission

THE MISSION OF UCSF HEALTH MEDICAL FOUNDATION IS THREEFOLD: TO ESTABLISH, OPERATE AND MAINTAIN MEDICAL CLINICS FOR THE PROVISION OF HEALTHCARE SERVICES IN CALIFORNIA; TO PROMOTE HEALTH BY PROVIDING, COORDINATING, INTEGRATING AND FACILITATING HEALTH CARE, MEDICAL AND WELLNESS SERVICES FOR CHILDREN AND FAMILIES; TO CONDUCT, SPONSOR AND SUPPORT MEDICAL RESEARCH, MEDICAL EDUCATION AND HEALTH EDUCATION.

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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 $0

Program Service Revenue $46,667,694

Investment Income $0

Other Revenue $0

TOTAL REVENUE $46,667,694

Expense Breakdown

Grants Paid $0

Salaries & Benefits $17,884,605

Fundraising Expenses $0

Program Expenses $40,982,960

Other Expenses $28,783,089

TOTAL EXPENSES $46,667,694

Year-over-Year Comparison

	2023	2022	Change
Revenue	$46,667,694	$45,299,084	+0.0%
Expenses	$46,667,694	$45,299,084	+0.0%
Net Income	$0	$0	N/A

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

N/A

Employees

215

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

$3,062,294

Total Directors

$6,225,621

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MITCHELL NEYHART	CHIEF EXECUTIVE OFFICER (THRU 11/23)	40.00	Officer Director	$502,206	$68,470	$570,676
JOSHUA ADLER MD	CHAIRMAN	1.00	Officer Director	$0	$58,256	$978,806
SAM PEJHAM	SECRETARY (AS OF 10/23)	1.00	Officer Director	$0	$0	$0
RAJU IYER	TREASURER (THRU 11/23)	1.00	Officer Director	$0	$45,734	$1,113,741
SABINA ALI	DIRECTOR	1.00	Director	$0	$43,867	$338,838
MATTHEW COOK	DIRECTOR (THRU 09/23)	1.00	Director	$0	$45,127	$1,133,373
MARY NORTON	DIRECTOR	1.00	Director	$0	$75,036	$629,860
STEVE WILSON MD	DIRECTOR	1.00	Director	$0	$65,753	$674,379
JOAN ZOLTANSKI	DIRECTOR (AS OF 10/23)	1.00	Director	$0	$51,765	$785,948
LEANNE PASHKOV	CHIEF OPERATING OFFICER/INTERIM CEO	40.00	Officer	$336,185	$62,886	$399,071
AMANDA BERGLUND	FINANCE DIRECTOR (THRU 09/23)	40.00	Highest	$450,508	$36,884	$487,392
MARY FAULKNER	PRACTICE DIRECTOR	40.00	Highest	$223,318	$37,458	$260,776
KATIA MOUSSA	PRACTICE DIRECTOR	40.00	Highest	$213,765	$54,510	$268,275
LUAL LUALHATI	SR ACCOUNTING MANAGER	40.00	Highest	$216,891	$46,729	$263,620
JI LEE	FINANCE MANAGER	40.00	Highest	$189,478	$56,203	$245,681

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	$46,667,694	$46,667,694	$18,396,696	No data
2023	$45,299,084	$45,299,084	$19,054,027	No data
2022	$38,719,230	$38,719,230	$17,260,433	No data
2021	$53,401,080	$53,401,080	$9,899,523	No data
2020	$53,701,424	$53,701,424	$9,056,932	No data
2019	$56,383,406	$56,383,406	$11,917,268	No data
2018	$59,390,005	$59,390,005	$13,717,068	No data

UCSF HEALTH MEDICAL FOUNDATION