JOHN MUIR HEALTH FOUNDATION (EIN 942650855) - 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

1979

Legal Domicile

Principal Officer

NEVIN E KESSLER

Phone

9259393000

Tax Period

2024-01-01 to 2024-12-31

JOHN MUIR HEALTH FOUNDATION, founded in 1979, is a mid-sized nonprofit in the Health Care sector that reported $42.8M in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $15.4M, a strong 36% operating margin.

Mission

JOHN MUIR HEALTH FOUNDATION IS DEDICATED TO INSPIRING AND STEWARDING PHILATHROPIC SUPPORT FOR ALL PROGRAMS, SERVICES AND FACILITIES OF JOHN MUIR HEALTH.

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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 $40,000,490

Program Service Revenue $0

Investment Income $3,555,395

Other Revenue $-716,610

TOTAL REVENUE $42,839,275

Expense Breakdown

Grants Paid $20,174,530

Salaries & Benefits $0

Fundraising Expenses $2,370,902

Program Expenses $23,412,235

Other Expenses $7,071,081

TOTAL EXPENSES $27,487,687

Year-over-Year Comparison

	2024	2023	Change
Revenue	$42,839,275	$34,657,013	+0.2%
Expenses	$27,487,687	$14,010,457	+1.0%
Net Income	$15,351,588	$20,646,556	-0.3%

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

N/A

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

$2,094,073

Total Directors

$4,796,310

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL S THOMAS	EX-OFFICIO DIRECTOR	5.00	Director	$0	$1,676,571	$3,802,506
NEVIN E KESSLER	EX-OFFICIO DIR/PRESIDENT/CAO	60.00	Officer Director	$0	$283,691	$993,804
MARK W FLOWER	CHAIRMAN	5.00	Officer Director	$0	$0	$0
MARGARET SIMOR RN MSN	VICE CHAIR	5.00	Officer Director	$0	$0	$0
PAUL R GRAY	SECRETARY	5.00	Officer Director	$0	$0	$0
KENNETH L MEEHAN	TREASURER	5.00	Officer Director	$0	$0	$0
RICHARD HARRIS	CHAIR, GOVERNANCE & NOMINATING	5.00	Officer Director	$0	$0	$0
THOMAS M DOWD	OFFICER AT LARGE	5.00	Director	$0	$0	$0
GUY R HENSHAW	OFFICER AT LARGE	5.00	Director	$0	$0	$0
DOUGLAS M LANGE	OFFICER AT LARGE	5.00	Director	$0	$0	$0
MATTHEW D BEINKE	DIRECTOR	5.00	Director	$0	$0	$0
RAUL DEJU PHD	DIRECTOR	5.00	Director	$0	$0	$0
RICHARD M DEL MONTE	DIRECTOR	5.00	Director	$0	$0	$0
TAKIJA GARDNER	DIRECTOR (AS OF 6/30/24)	5.00	Director	$0	$0	$0
AUDREY GEE	DIRECTOR	5.00	Director	$0	$0	$0
KIM E HELGANS	DIRECTOR	5.00	Director	$0	$0	$0
HARRY W KELLOGG	DIRECTOR	5.00	Director	$0	$0	$0
MELANIE H LEE MD	DIRECTOR	5.00	Director	$0	$0	$0
AL S MALICK	DIRECTOR	5.00	Director	$0	$0	$0
IRENE MELITAS	DIRECTOR (AS OF 6/30/24)	5.00	Director	$0	$0	$0
PHILLIP MORRIS	DIRECTOR (AS OF 6/30/24)	5.00	Director	$0	$0	$0
REBECCA B QUEEN	DIRECTOR	5.00	Director	$0	$0	$0
ELLIOT D STEIN	DIRECTOR	5.00	Director	$0	$0	$0
TIFFANY SVAHN MD	DIRECTOR	5.00	Director	$0	$0	$0
RANDY WILLIAMS	DIRECTOR (AS OF 6/30/24)	5.00	Director	$0	$0	$0
MELINDA ESTEP	CFO (THRU 6/4/24)	5.00	Officer	$0	$8,033	$725,869
TIM MAURICE	INTERIM CFO (AS OF 6/4/24)	5.00	Officer	$0	$0	$374,400

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	$42,839,275	$27,487,687	$118,680,783	$15,351,588
2023	$34,657,013	$14,010,457	$114,027,050	$20,646,556
2022	$58,716,297	$22,000,212	$100,508,534	$36,716,085
2021	$20,131,142	$14,092,323	$65,372,142	$6,038,819
2020	$19,612,757	$12,897,674	$58,962,201	$6,715,083
2019	$16,303,030	$14,813,056	$51,715,095	$1,489,974
2018	$17,907,402	$13,067,895	$48,044,404	$4,839,507

JOHN MUIR HEALTH FOUNDATION