Simi Valley Hospital Foundation dba Adventist Health Simi Valley Fdtn

EIN: 912135595 501(c)(3) Philanthropy & Grantmaking

Simi Valley, CA

Total Revenue
$218,133
Total Expenses
$89,891
Total Assets
$985,148
Net Assets
$983,148
🔒

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

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2001
Legal Domicile
CA
Principal Officer
Stiles Kathryn
Phone
8059556670
Tax Period
2023-01-01 to 2023-12-31

Simi Valley Hospital Foundation dba Adventist Health Simi Valley Fdtn, founded in 2001, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $218K in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $128K, a strong 59% operating margin.

Mission

To build community relationships that encourage financial support for Simi Valley Hospital and fund hospital projects for identified community projects.

🔒

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%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $147,670
Program Service Revenue $0
Investment Income $70,463
Other Revenue $0
TOTAL REVENUE $218,133

Expense Breakdown

Grants Paid $25,885
Salaries & Benefits $0
Fundraising Expenses $44,676
Program Expenses $25,885
Other Expenses $64,006
TOTAL EXPENSES $89,891

Year-over-Year Comparison

2023 2022 Change
Revenue $218,133 $201,319 +0.1%
Expenses $89,891 $199,394 -0.5%
Net Income $128,242 $1,925 +65.6%
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

Sign In

Governance

Voting Members
21
Independent Members
18
Employees
N/A
Volunteers
158

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
$676,354
Total Directors
22
$1,426,289
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Swenson Jennifer Board Member 1.00
Director
$0 $21,175 $749,935
Combis Theodore Treasurer 4.00
Officer Director
$0 $97,350 $425,931
Stiles Kathryn Executive Dir. 50.00
Officer Director
$0 $57,720 $250,423
Arbuckle Eric Board Member 1.00
Director
$0 $0 $0
Finch Jake Board Member 1.00
Director
$0 $0 $0
Freeman Elaine Board Member 1.00
Director
$0 $0 $0
Gandel Alex Chairman 1.00
Officer Director
$0 $0 $0
Garg Anil Secretary 1.00
Officer Director
$0 $0 $0
Kurohara Jonathan Board Member 1.00
Director
$0 $0 $0
Little Eric Board Member 1.00
Director
$0 $0 $0
Luckey Andrew Board Member 1.00
Director
$0 $0 $0
Malan John Board Member 1.00
Director
$0 $0 $0
Torres Jesus Board Member 1.00
Director
$0 $0 $0
Reynolds Cindy Board Member 1.00
Director
$0 $0 $0
Reynolds Barbara Board Member 1.00
Director
$0 $0 $0
Roark Jaimee Vice Chair 1.00
Officer Director
$0 $0 $0
Skidmore Rod Board Member 1.00
Director
$0 $0 $0
Tang Henry Board Member 1.00
Director
$0 $0 $0
Yu Alfred Board Member 1.00
Director
$0 $0 $0
Hale Ben Board Member 1.00
Director
$0 $0 $0
Kestly Maggie Board Member 1.00
Director
$0 $0 $0
Shepardson Dean Treas eff 8/24 0.00
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
2024 No data No data No data No data
2023 $218,133 $89,891 $985,148 $128,242
2022 $201,319 $199,394 $865,916 $1,925
2021 $113,075 $942,110 $840,996 $-829,035
2020 $287,125 $187,780 $1,668,031 $99,345
2019 $264,883 $220,844 $1,571,512 $44,039
2018 $271,790 $209,573 $1,551,192 $62,217
Explore More Nonprofits
Top 100 Nonprofits in California Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare Simi Valley Hospital Foundation dba Adventist Health Simi Valley Fdtn with other nonprofits in California and across the country.