SAINT AGNES MEDICAL 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

1977

Legal Domicile

Principal Officer

DOUGLAS PENNER

Phone

5594503375

Tax Period

2022-07-01 to 2023-06-30

SAINT AGNES MEDICAL FOUNDATION, founded in 1977, is a mid-sized nonprofit in the Health Care sector that reported $68.0M in total revenue in fiscal year 2022. Expenses of $91.0M exceeded revenue, resulting in a 34% operating deficit.

Mission

WE, SAINT AGNES MEDICAL CENTER AND TRINITY HEALTH, SERVE TOGETHER IN THE SPIRIT OF THE GOSPEL AS A COMPASSIONATE AND TRANSFORMING HEALING PRESENCE WITHIN OUR COMMUNITIES. SAINT AGNES MEDICAL FOUNDATION IS A MEMBER OF SAINT AGNES MEDICAL CENTER AND TRINITY HEALTH.

Program Service Accomplishments

Program 1

Expenses: $85,414,310 Revenue: $67,854,072

SAINT AGNES MEDICAL FOUNDATION, LOCATED IN FRESNO, CA OPERATES MULTI-SPECIALTY OUTPATIENT CLINICS DEDICATED TO PROVIDING COMPASSIONATE, HIGH QUALITY HEALTHCARE SERVICES AND HEALTH EDUCATION TO THE...

SAINT AGNES MEDICAL FOUNDATION, LOCATED IN FRESNO, CA OPERATES MULTI-SPECIALTY OUTPATIENT CLINICS DEDICATED TO PROVIDING COMPASSIONATE, HIGH QUALITY HEALTHCARE SERVICES AND HEALTH EDUCATION TO THE PATIENTS IT SERVES. THE WIDE RANGE OF SERVICES PROVIDED AT THE CLINICS INCLUDE CARDIOLOGY, CARDIOTHORACIC SURGERY, INTERNAL MEDICINE, NEUROSURGERY, OBSTETRICS & GYNECOLOGY, OCCUPATIONAL HEALTH, ORTHOPEDIC SURGERY, SURGICAL SERVICES, URGENT CARE, AND WOMEN'S HEALTH & FERTILITY. SAINT AGNES MEDICAL FOUNDATION IS COMMITTED TO DELIVERING QUALITY HEALTH CARE ACCESS TO THE COMMUNITIES IT SERVES.

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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 $0

Program Service Revenue $67,553,960

Investment Income $127,550

Other Revenue $300,112

TOTAL REVENUE $67,981,622

Expense Breakdown

Grants Paid $0

Salaries & Benefits $14,028,005

Fundraising Expenses $0

Program Expenses $85,414,310

Other Expenses $76,940,426

TOTAL EXPENSES $90,968,431

Year-over-Year Comparison

	2022	2021	Change
Revenue	$67,981,622	$70,886,470	0.0%
Expenses	$90,968,431	$87,888,946	+0.0%
Net Income	$-22,986,809	$-17,002,476	+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

$1,638,884

Total Directors

$2,288,955

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NANCY HOLLINGSWORTH	DIRECTOR; SAMC PRES & CEO THR 5/23	1.00	Officer Director	$0	$67,034	$959,209
W EUGENE EGERTON MD	DIRECTOR THROUGH 1/23	1.00	Director	$0	$45,938	$650,071
RICK WOLF	SEC;SAMC ASSOCIATE COUNSEL;VP	1.00	Officer Director	$0	$43,842	$379,630
DOUGLAS PENNER	DIRECTOR; PRESIDENT	40.00	Officer Director	$0	$26,603	$300,045
NOEL GRAYSON	FORMER OFFICER	0.00		$0	$12,366	$212,517
TERRI DONOVAN PAID BY MGMT CO	DIRECTOR; INTERIM VP OF FINANCE	10.00	Officer Director	$0	$0	$0
RICHARD GREGORY MD	DIRECTOR; CHAIR	1.00	Officer Director	$0	$0	$0
LINDA BARTELL MD	DIRECTOR; VICE CHAIR	1.00	Officer Director	$0	$0	$0
LYNNE ASHBECK	DIRECTOR	1.00	Director	$0	$0	$0
A THOMAS FERDINANDI JR	DIRECTOR	1.00	Director	$0	$0	$0
JOHN FRYE JR	DIRECTOR	1.00	Director	$0	$0	$0
JUDGE ROBERT OLIVER	DIRECTOR	1.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$67,981,622	$90,968,431	$36,012,136	$-22,986,809
2022	$70,886,470	$87,888,946	$32,188,858	$-17,002,476
2021	$46,818,162	$70,974,225	$14,742,009	$-24,156,063
2020	$54,271,756	$70,626,839	$21,169,286	$-16,355,083
2019	$33,030,334	$50,083,144	$9,177,764	$-17,052,810
2018	$15,774,333	$29,043,197	$4,990,051	$-13,268,864