SALINAS VALLEY HEALTH FOUNDATION

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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

1979

Legal Domicile

Principal Officer

BILL HASTIE

Phone

8317591880

Tax Period

2024-07-01 to 2025-06-30

SALINAS VALLEY HEALTH FOUNDATION, founded in 1979, is a community nonprofit in the Health Care sector that reported $3.0M in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $2.8M left a modest 6% surplus.

Mission

OUR MISSION IS TO SUPPORT SALINAS VALLEY HEALTH BY FUNDING HEALTHCARE SERVICES, PROGRAMS, AND FACILITIES FOR OUR DIVERSE COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $2,538,452

OUR MISSION IS TO SUPPORT SALINAS VALLEY HEALTH BY FUNDING HEALTHCARE SERVICES, PROGRAMS, AND FACILITIES FOR OUR DIVERSE COMMUNITY.

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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 $1,894,079

Program Service Revenue $0

Investment Income $981,650

Other Revenue $114,149

TOTAL REVENUE $2,989,878

Expense Breakdown

Grants Paid $2,531,464

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,538,452

Other Expenses $279,788

TOTAL EXPENSES $2,811,252

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,989,878	$2,503,339	+0.2%
Expenses	$2,811,252	$3,049,930	-0.1%
Net Income	$178,626	$-546,591	-1.3%

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

$292,855

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BILL HASTIE	CHAIR	2.00	Officer Director	$0	$0	$0
HELEN DE YOUNG	VICE CHAIR OF GOVERNANCE	2.00	Officer Director	$0	$0	$0
RAMON CASTRO	GOVERNOR	2.00	Director	$0	$0	$0
DAVID RAMOS MD	GOVERNOR	2.00	Director	$0	$0	$0
RICHARD REES	GOVERNER	2.00	Director	$0	$0	$0
BILL TEBBE	SECRETARY	2.00	Director	$0	$0	$0
LINDA GRIER	GOVERNER	2.00	Director	$0	$0	$0
JONATHAN GEISLER	GOVERNER	2.00	Director	$0	$0	$0
TED KACZMAR MD	GOVERNER	2.00	Director	$0	$0	$0
DAWN MUDGE MD	GOVERNER	2.00	Director	$0	$0	$0
NADINE SEMER MD	GOVERNER	2.00	Director	$0	$0	$0
JEFF WARDWELL	CHIEF PHILANTHROPY OFFICER	0.00	Officer	$0	$65,067	$292,855
CARRIE BIRKHOFER	TREASURER	2.00	Officer	$0	$0	$0
MELISSA GROSS	DIR. OF STRATEGIC PLANNING	0.00	Highest	$0	$55,160	$198,454

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	$2,989,878	$2,811,252	$22,504,322	$178,626
2024	$2,503,339	$3,049,930	$21,911,395	$-546,591
2023	$3,060,998	$2,948,006	$20,448,109	$112,992
2022	$2,917,154	$1,748,532	$20,441,876	$1,168,622
2021	$3,404,087	$2,139,489	$22,119,890	$1,264,598
2020	$5,556,554	$2,571,509	$18,645,157	$2,985,045
2019	$2,749,371	$2,232,954	$15,420,254	$516,417
2018	$2,018,743	$2,040,117	$15,176,867	$-21,374