PACIFIC COMMUNITIES HEALTH DISTRICT FND (EIN 930858825) - 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

1996

Legal Domicile

Principal Officer

KARLA CLEM

Phone

5415744745

Tax Period

2024-07-01 to 2025-06-30

PACIFIC COMMUNITIES HEALTH DISTRICT FND, founded in 1996, is a small nonprofit in the Health Care sector that reported $497K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $746K exceeded revenue, resulting in a 50% operating deficit.

Mission

TO SUPPORT HEALTH DISTRICT CAPITAL PURCHASES AND TO SUPPORT HOSPITAL OPERATIONS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $385,858

Program Service Revenue $0

Investment Income $80,428

Other Revenue $30,976

TOTAL REVENUE $497,262

Expense Breakdown

Grants Paid $723,640

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $723,640

Other Expenses $22,212

TOTAL EXPENSES $745,852

Year-over-Year Comparison

	2024	2023	Change
Revenue	$497,262	$434,715	+0.1%
Expenses	$745,852	$852,040	-0.1%
Net Income	$-248,590	$-417,325	-0.4%

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

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

$698,779

Total Directors

$552,025

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID LARSEN MD	SECRETARY / PHYSICIAN	1.00	Officer Director	$0	$71,327	$552,025
TIANA DEVRIES	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARK MIRANDA	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JULIA CARLSON	TREASURER	1.00	Officer Director	$0	$0	$0
MATT UPDENKELDER	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
CLAIRE BARTON	TRUSTEE	1.00	Director	$0	$0	$0
KATHLEEN GRADY	TRUSTEE	1.00	Director	$0	$0	$0
SONIA GRAHAM	TRUSTEE	1.00	Director	$0	$0	$0
SHELLY HEIM	TRUSTEE	1.00	Director	$0	$0	$0
JOHN JOHNSON	TRUSTEE	1.00	Director	$0	$0	$0
K SCARLETT KIER	TRUSTEE	1.00	Director	$0	$0	$0
LALORI LAGER	TRUSTEE	1.00	Director	$0	$0	$0
TIM MILLER	TRUSTEE	1.00	Director	$0	$0	$0
LANCE NUNN	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD O'HEARN	TRUSTEE	1.00	Director	$0	$0	$0
GEORGE PLANT	TRUSTEE	1.00	Director	$0	$0	$0
TAMI ROCKHOLT	TRUSTEE	1.00	Director	$0	$0	$0
JACKIE STANKEY	TRUSTEE	1.00	Director	$0	$0	$0
NANCY STEVENS	TRUSTEE	1.00	Director	$0	$0	$0
KARLA CLEM	EXECUTIVE DIRECTOR	40.00	Officer	$0	$26,831	$146,754

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	$497,262	$745,852	$2,154,973	$-248,590
2024	$434,715	$852,040	$2,339,270	$-417,325
2023	$1,810,820	$151,848	$2,693,864	$1,658,972
2022	$604,929	$595,599	$1,012,813	$9,330
2021	$432,458	$278,882	$1,180,581	$153,576
2020	$366,271	$546,846	$952,443	$-180,575
2019	$613,833	$670,152	$1,177,154	$-56,319

PACIFIC COMMUNITIES HEALTH DISTRICT FND