STANFORD HEALTH CARE TRI-VALLEY (EIN 941429628) - 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

1957

Legal Domicile

Principal Officer

KYLE WICHELMANN

Phone

9258473000

Tax Period

2023-09-01 to 2024-08-31

STANFORD HEALTH CARE TRI-VALLEY, founded in 1957, is a major nonprofit in the Health Care sector that reported $531.8M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

STANFORD HEALTH CARE TRI-VALLEY'S MISSION STATEMENT: FOR THE BENEFIT OF OUR PATIENTS AND THE COMMUNITY WE SERVE, OUR MISSION IS TO CARE, TO EDUCATE, AND TO DISCOVER. VISION STATEMENT: HEALING HUMANITY THROUGH SCIENCE AND COMPASSION, ONE PATIENT AT A TIME.

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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 $1,940,162

Program Service Revenue $530,590,250

Investment Income $737,560

Other Revenue $-1,514,647

TOTAL REVENUE $531,753,325

Expense Breakdown

Grants Paid $261,907

Salaries & Benefits $287,698,560

Fundraising Expenses $525,000

Program Expenses $475,280,265

Other Expenses $227,963,182

TOTAL EXPENSES $515,923,649

Year-over-Year Comparison

	2023	2022	Change
Revenue	$531,753,325	$472,272,065	+0.1%
Expenses	$515,923,649	$457,725,261	+0.1%
Net Income	$15,829,676	$14,546,804	+0.1%

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

1951

Volunteers

191

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

$3,744,129

Total Directors

$14,249,813

Key Employees

$2,322,344

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID ENTWISTLE	DIRECTOR	4.25	Director	$0	$96,440	$6,014,254
QUINN MCKENNA	DIRECTOR	3.0	Director	$0	$82,184	$2,995,552
LINDA HOFF	DIRECTOR	3.25	Director	$0	$197,819	$2,526,363
RICHARD SHUMWAY	PRESIDENT/CEO	52.5	Officer	$1,568,195	$284,122	$1,852,317
AARON SALYAPONGSE MD	DIRECTOR	1.6	Director	$0	$68,317	$1,182,091
RON DALMAN MD	DIRECTOR	1.6	Director	$0	$80,815	$915,291
DAVID SVEC MD	CMO	1.6	Key Emp	$0	$78,871	$681,022
KYLE WICHELMANN	CFO	50.0	Officer	$533,543	$124,605	$658,148
CHRISTOPHER SHARP MD	DIRECTOR	1.6	Director	$0	$70,480	$616,262
TRACEY LEWIS TAYLOR	COO (UNTIL 05/24)	50.0	Officer	$548,313	$51,608	$599,921
MONICA DAVILA	INTERIM COO	50.0	Officer	$403,686	$102,404	$506,090
MANOJ SASTRY	INTERIM CAO/VP MKT DEVL	50.0	Key Emp	$400,856	$96,964	$497,820
JENNIFER SAAVEDRA	REGISTERED NURSE II	50.0	Highest	$404,923	$53,523	$458,446
PAUL MUSER	REGISTERED NURSE II	50.0	Highest	$386,165	$52,021	$438,186
COLE MENDENHALL	REGISTERED NURSE II	50.0	Highest	$392,966	$43,566	$436,532
CHRISTOPHER LYONS	VP HUMAN RESOURCES	50.0	Highest	$384,909	$47,326	$432,235
HIRUT TRUNEH	INTERIM CNO (FROM 03/24)	50.0	Key Emp	$353,438	$68,537	$421,975
JOHN YEE MD	VP CLINICAL INITIATIVES	50.0	Key Emp	$342,096	$72,439	$414,535
NICHOLE THOMAS	REGISTERED NURSE II	50.0	Highest	$391,022	$11,055	$402,077
MATTHEW WOLDEN	VP OF OPERATIONS	50.0	Key Emp	$277,324	$29,668	$306,992
DIANE GRUNSKY	FORMER SECRETARY	49.6		$150,238	$18,132	$168,370
JACQUELINE STEIN	FORMER SECRETARY	0.0		$146,533	$8,304	$154,837
SOLEIL CANLAS	SECRETARY	50.0	Officer	$106,896	$20,757	$127,653
JOHN SENSIBA	CHAIR	1.6	Director	$0	$0	$0
KAYE FOSTER	DIRECTOR	1.6	Director	$0	$0	$0
REENA JADHAV	DIRECTOR	1.6	Director	$0	$0	$0
RANDY POND	DIRECTOR	1.6	Director	$0	$0	$0
ALCINA WEGRZYNOWSKI	DIRECTOR	1.6	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	$531,753,325	$515,923,649	$472,654,079	$15,829,676
2023	$472,272,065	$457,725,261	$423,138,466	$14,546,804
2022	$419,866,078	$406,213,186	$370,813,783	$13,652,892
2021	$360,769,019	$349,206,080	$347,907,183	$11,562,939
2020	$313,942,652	$315,575,138	$340,867,690	$-1,632,486
2019	$304,245,822	$297,118,956	$269,498,205	$7,126,866
2018	$272,775,538	$313,090,459	$271,205,496	$-40,314,921

STANFORD HEALTH CARE TRI-VALLEY