HOSPICE OF SANTA CRUZ COUNTY

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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

1978

Legal Domicile

Principal Officer

ADAM SHORE

Phone

8314303000

Tax Period

2022-07-01 to 2023-06-30

HOSPICE OF SANTA CRUZ COUNTY, founded in 1978, is a mid-sized nonprofit that reported $23.7M in total revenue in fiscal year 2022. Revenue surged 23% from the prior year, signaling strong growth momentum.

Mission

HOSPICE SERVICE AND SUPPORT FOR TERMINAL PATIENTS AND THEIR FAMILIES.

Program Service Accomplishments

Program 1

Expenses: $14,162,529 Revenue: $19,623,892

953 PATIENTS AND FAMILIES RECEIVED 61,725 DAYS OF EXPERT END-OF-LIFE CARE FROM HOSPICE TEAMS OF MEDICAL DIRECTORS, NURSES, SOCIAL WORKERS, CHAPLAINS, HOSPICE AIDES, AND VOLUNTEERS. ADDITIONALLY...

953 PATIENTS AND FAMILIES RECEIVED 61,725 DAYS OF EXPERT END-OF-LIFE CARE FROM HOSPICE TEAMS OF MEDICAL DIRECTORS, NURSES, SOCIAL WORKERS, CHAPLAINS, HOSPICE AIDES, AND VOLUNTEERS. ADDITIONALLY, 3,162 INDIVIDUAL GRIEF SUPPORT SESSIONS AND 138 GROUP GRIEF SUPPORT SESSIONS WERE PROVIDED TO HOSPICE FAMILIES AND GRIEVING COMMUNITY MEMBERS OF ALL AGES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $3,985,146

Program Service Revenue $19,623,892

Investment Income $14,691

Other Revenue $29,375

TOTAL REVENUE $23,653,104

Expense Breakdown

Grants Paid $0

Salaries & Benefits $14,235,605

Fundraising Expenses $490,299

Program Expenses $14,162,529

Other Expenses $8,898,290

TOTAL EXPENSES $23,133,895

Year-over-Year Comparison

	2022	2021	Change
Revenue	$23,653,104	$19,290,539	+0.2%
Expenses	$23,133,895	$22,363,765	+0.0%
Net Income	$519,209	$-3,073,226	-1.2%

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

170

Volunteers

130

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

$535,777

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIA COWELL RN PHD	PRESIDENT	5.00	Officer Director	$0	$0	$0
KATHERINE GABRIEL-COX MD	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
CARA DESIMONE	SECRETARY	1.00	Officer Director	$0	$0	$0
RICHARD CLARK	TREASURER	5.00	Officer Director	$0	$0	$0
SHARON TAPPER MD	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL ALLARD	DIRECTOR	1.00	Director	$0	$0	$0
DAISY NUNEZ	DIRECTOR	1.00	Director	$0	$0	$0
SIGOLENE A ORTEGA	DIRECTOR	1.00	Director	$0	$0	$0
DEAN AUSTIN	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN MACMILLAN	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS MAFFIA	DIRECTOR	1.00	Director	$0	$0	$0
OWEN BROWN	DIRECTOR	1.00	Director	$0	$0	$0
JAMES WILLIAM MCGOWAN	DIRECTOR	1.00	Director	$0	$0	$0
BONNIE LANGE	DIRECTOR	1.00	Director	$0	$0	$0
CATHY CONWAY	CHIEF EXECUTIVE OFFICER	40.00	Officer	$286,721	$16,523	$303,244
ADAM SHORE	CHIEF FINANCIAL OFFICER	40.00	Officer	$218,386	$14,147	$232,533
KARL SEGNITZ	CHIEF MEDICAL OFFICER	40.00	Highest	$333,058	$15,496	$348,554
JUDITH HUMBLE	CHIEF COMPLIANCE OFFICER	40.00	Highest	$179,046	$14,568	$193,614
SARAH PAEZ	DIRECTOR OF NURSING	40.00	Highest	$155,111	$11,059	$166,170
DIANE SYRCLE	CHIEF MISSION OFFICER	40.00	Highest	$175,932	$14,408	$190,340
ANGELA BROUSE	ADMISSIONS NURSE	40.00	Highest	$183,416	$3,594	$187,010

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	No data	No data	No data	No data
2023	$23,653,104	$23,133,895	$10,514,492	$519,209
2022	$19,290,539	$22,363,765	$12,203,092	$-3,073,226
2021	$21,067,488	$20,204,496	$16,612,272	$862,992
2020	$22,124,293	$23,364,176	$13,958,586	$-1,239,883
2019	$23,556,990	$23,556,409	$13,857,637	$581