BY THE BAY HEALTH

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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

1982

Legal Domicile

Principal Officer

SKELLY WINGARD MSN RN

Phone

4159272273

Tax Period

2024-07-01 to 2025-06-30

BY THE BAY HEALTH, founded in 1982, is a mid-sized nonprofit in the Human Services sector that reported $79.4M in total revenue in fiscal year 2024. Expenses of $71.8M left a modest 10% surplus.

Mission

DELIVERING COMPASSIONATE SUPPORT AND EXCEPTIONAL CARE IN THE HOME FOR INDIVIDUALS AND COMMUNITIES, GUIDING THEM WITH CHOICE AND DIGNITY TO NAVIGATE SIGNIFICANT CARE DECISIONS.

Program Service Accomplishments

Program 1

Expenses: $54,695,826 Revenue: $70,917,174

WE ARE DEDICATED TO PROMOTING WELLNESS ALONG THE CONTINUUM OF CARE, AS WELL AS PREVENTING AND TREATING DISTRESSING SYMPTOMS OR CONDITIONS THAT MIGHT OTHERWISE THREATEN THE QUALITY OF LIFE FOR OUR...

WE ARE DEDICATED TO PROMOTING WELLNESS ALONG THE CONTINUUM OF CARE, AS WELL AS PREVENTING AND TREATING DISTRESSING SYMPTOMS OR CONDITIONS THAT MIGHT OTHERWISE THREATEN THE QUALITY OF LIFE FOR OUR PATIENTS AND FAMILIES. WE PROVIDED QUALITY HOSPICE CARE TO THE TERMINALLY ILL AS WELL AS GRIEF AND BEREAVEMENT SUPPORT SERVICES AND THERAPY TO PATIENTS AND FAMILIES OF THE TERMINALLY ILL AND COMMUNITY MEMBERS.

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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 $4,441,524

Program Service Revenue $70,092,169

Investment Income $2,910,822

Other Revenue $1,996,627

TOTAL REVENUE $79,441,142

Expense Breakdown

Grants Paid $804,840

Salaries & Benefits $49,369,509

Fundraising Expenses $1,672,473

Program Expenses $54,695,826

Other Expenses $21,645,313

TOTAL EXPENSES $71,819,662

Year-over-Year Comparison

	2024	2023	Change
Revenue	$79,441,142	$74,710,260	+0.1%
Expenses	$71,819,662	$72,277,071	0.0%
Net Income	$7,621,480	$2,433,189	+2.1%

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

478

Volunteers

168

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

$1,143,467

Total Directors

$795,243

Key Employees

$1,302,772

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SKELLY WINGARD MSN RN PHN	CHIEF EXECUTIVE OFFICER	20.00	Officer Director	$773,260	$21,983	$795,243
KAREN E MAY PHD	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
JEFF M GERARD	BOARD VICE CHAIR	2.00	Officer Director	$0	$0	$0
GREGORY LECLAIRE	BOARD TREASURER	2.00	Officer Director	$0	$0	$0
WENDY C CHOW JD	BOARD SECRETARY	2.00	Officer Director	$0	$0	$0
MUKUND ACHARYA PHD	BOARD MEMBER	2.00	Director	$0	$0	$0
ARMIKA J BERKLEY DSC	BOARD MEMBER	2.00	Director	$0	$0	$0
STACY A BLANCHARD	BOARD MEMBER	2.00	Director	$0	$0	$0
DANIEL E COHN JD	BOARD MEMBER	2.00	Director	$0	$0	$0
ELIZABETH ENGEL	BOARD MEMBER (START 6/2025)	2.00	Director	$0	$0	$0
TRACY A HOGAN	BOARD MEMBER	2.00	Director	$0	$0	$0
CATHERINE C JAMENTZ	BOARD MEMBER	2.00	Director	$0	$0	$0
SWAMINATHAN M JAYARAMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
PATRICIA KENDALL	BOARD MEMBER	2.00	Director	$0	$0	$0
KENNETH MEISLIN	BOARD MEMBER	2.00	Director	$0	$0	$0
MICHELLE S MOURAD MD	BOARD MEMBER	2.00	Director	$0	$0	$0
STEVEN Z PANTILAT MD	BOARD MEMBER	2.00	Director	$0	$0	$0
GERALD PETERS	BOARD MEMBER (THRU 6/2025)	2.00	Director	$0	$0	$0
RICK SANCIANGCO	BOARD MEMBER	2.00	Director	$0	$0	$0
SCOTT TAYLOR SMITH	BOARD MEMBER	2.00	Director	$0	$0	$0
SHAY STRACHAN	BOARD MEMBER (THRU 6/2025)	2.00	Director	$0	$0	$0
JAMES KELLY	CHIEF FINANCIAL OFFICER	20.00	Officer	$336,962	$11,262	$348,224
KAI ROMERO MD	CHIEF MEDICAL OFFICER (THRU 12/2024)	40.00	Key Emp	$435,677	$12,240	$447,917
WENDY RANZAU	CHIEF OPERATING OFFICER (THRU 4/2024)	40.00	Key Emp	$333,986	$12,761	$346,747
ROBERTINA SZOLAROVA	CHIEF ADMINISTRATIVE OFFICER	40.00	Key Emp	$307,084	$22,334	$329,418
PETER BUSSI	CHIEF STRAT & INNOV OFFICER (THRU 6/2024)	40.00	Key Emp	$173,608	$5,082	$178,690
LESLIE HASSAN-SEIDMAN	STRATEGIC PROGRAM SPECIALIST	40.00	Highest	$263,365	$37,997	$301,362
DONNA MAE REYES YANGA	AFTER HOURS NURSE	40.00	Highest	$189,674	$37,587	$227,261
JOYCE WILSON	DIRECTOR OF HOME HEALTH SERVICES	40.00	Highest	$183,280	$22,864	$206,144
EDA ANGUIANO	DIR OF PROVIDER & COMMUNITY RELATIONS	40.00	Highest	$179,445	$25,293	$204,738
ROSEMARY FOX	PROGRAM MANAGER	40.00	Highest	$189,643	$8,262	$197,905
MIGUEL RUELAS	SR DIR OF COMMUNITY ADV (THRU 7/2024)	40.00		$131,303	$9,563	$140,866

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	$79,441,142	$71,819,662	$132,598,468	$7,621,480
2024	No data	No data	No data	No data
2023	$70,907,648	$63,711,158	$106,187,104	$7,196,490
2022	$71,785,749	$68,182,744	$93,189,192	$3,603,005
2021	$72,540,224	$68,390,177	$106,336,388	$4,150,047
2020	$64,655,917	$59,341,645	$91,663,179	$5,314,272
2019	$63,551,365	$60,383,600	$77,451,582	$3,167,765
2018	$61,165,088	$61,438,489	$72,609,704	$-273,401