THE MAX FOUNDATION (EIN 911893957) - 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

1997

Legal Domicile

Principal Officer

PATRICIA GARCIA-GONZALEZ

Phone

4257788660

Tax Period

2023-01-01 to 2023-12-31

THE MAX FOUNDATION, founded in 1997, is a community nonprofit in the Health Care sector that reported $7.1M in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum.

Mission

WE ARE ON A MISSION TO ACCELERATE HEALTH EQUITY BY DELIVERING MEDICATION, TECHNOLOGY, AND SERVICES TO PATIENTS FACING CANCER AND OTHER CRITICAL ILLNESSES, FOCUSING OUR ENERGY ON THOSE NO ONE ELSE IS HELPING.

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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 $910,276

Program Service Revenue $6,283,459

Investment Income $-10,833

Other Revenue $-97,123

TOTAL REVENUE $7,085,779

Expense Breakdown

Grants Paid $523,450

Salaries & Benefits $3,515,724

Fundraising Expenses $679,595

Program Expenses $3,780,580

Other Expenses $2,887,513

TOTAL EXPENSES $6,926,687

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,085,779	$5,512,677	+0.3%
Expenses	$6,926,687	$5,804,472	+0.2%
Net Income	$159,092	$-291,795	-1.5%

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

Volunteers

858

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

$617,571

Total Directors

$338,030

Key Employees

$195,176

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICIA GARCIA-GONZALEZ	CHIEF EXECUTIVE OFFICER	50.00	Officer Director	$311,492	$26,538	$338,030
PAULA BOULTBEE	BOARD CHAIR	5.00	Officer Director	$0	$0	$0
CURT MALLOY	BOARD TREASURER	5.00	Officer Director	$0	$0	$0
MIKA MATSUZAKI	BOARD SECRETARY	5.00	Officer Director	$0	$0	$0
JERALD JERRY RADICH MD	BOARD MEMBER	5.00	Director	$0	$0	$0
SUSAN JERIAN	BOARD MEMBER	5.00	Director	$0	$0	$0
MABEL WOLOJ	BOARD MEMBER	5.00	Director	$0	$0	$0
EDGAR THOMAS	BOARD MEMBER	5.00	Director	$0	$0	$0
MARIA PIA RUFULLI	BOARD MEMBER	5.00	Director	$0	$0	$0
PATRICIA M PEARCE	CFO & VP, ADMINISTRATION (THRU 8/23)	40.00	Officer	$136,866	$14,219	$151,085
JOHN MENAPACE	CFO & VP, ADMINISTRATION (FROM 5/23)	40.00	Officer	$119,493	$8,963	$128,456
MICHAEL WRIGGLESWORTH	VICE PRESIDENT, PROGRAM OPERATIONS	40.00	Key Emp	$189,391	$5,785	$195,176
CRAIG ANDERSON	DIRECTOR OF IT	40.00	Highest	$136,953	$21,703	$158,656
WILMA COMENAT	VICE PRESIDENT, DEVELOPMENT	40.00	Highest	$157,955	$16,883	$174,838
SANDY BREWSTER	CONTROLLER/DIRECTOR OF ACCOUNTING	40.00	Highest	$120,205	$16,280	$136,485
PATRICK FLANAGAN	HUMAN RESOURCES MANAGER	40.00	Highest	$104,664	$9,191	$113,855
BRYAN MURPHY	VICE PRESIDENT, PROGRAMS	40.00	Highest	$146,481	$17,033	$163,514

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	No data	No data	No data	No data
2023	$7,085,779	$6,926,687	$2,637,444	$159,092
2022	$5,512,677	$5,804,472	$2,609,712	$-291,795
2021	$4,848,879	$5,067,774	$2,817,836	$-218,895
2020	$10,338,861	$27,257,837	$3,335,898	$-16,918,976
2019	$59,917,359	$49,989,740	$20,037,868	$9,927,619
2018	$30,942,667	$28,673,655	$9,957,805	$2,269,012

THE MAX FOUNDATION