SOUTH COAST HOSPICE & PALLIATIVE CA

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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

1985

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

SOUTH COAST HOSPICE & PALLIATIVE CA, founded in 1985, is a community nonprofit in the Human Services sector that reported $3.4M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $4.0M exceeded revenue, resulting in a 17% operating deficit.

Mission

TO PROVIDE CARE FOR THE TERMINALLY ILL THAT HELPS THESE INDIVIDUALS LIVE THEIR LIVES AS FULLY AS POSSIBLE.

Program Service Accomplishments

Program 1

Expenses: $2,345,395

SERVED TERMINALLY ILL PATIENTS AND THEIR FAMILIES. PATIENT CARE SUPPORT BY VISITING, RUNNING ERRANDS, PET VISITS; BOARD OF DIRECTORS GIVE POLICY AND FISCAL GUIDANCE AND DIRECTION; CLERICAL VOLUNTEERS HELP IN THE OFFICE; BEREAVEMENT GROUP VOLUNTEERS HELP FACILITATE AND ORGANIZE GROUP MEETINGS; THRIFT STORE VOLUNTEERS CLEAN, SORT, PRICE, AND ORGANIZE ITEMS TO BE SOLD IN THRIFT STORE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $259,231

Program Service Revenue $2,458,171

Investment Income $3,066

Other Revenue $649,029

TOTAL REVENUE $3,369,497

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,012,215

Fundraising Expenses $551,950

Program Expenses $2,345,395

Other Expenses $940,712

TOTAL EXPENSES $3,952,927

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,369,497	$3,003,924	+0.1%
Expenses	$3,952,927	$3,673,773	+0.1%
Net Income	$-583,430	$-669,849	-0.1%

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

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

$232,863

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEVIN GARVEY	EXECUTIVE DIRECTOR	40.00	Officer	$134,271	$0	$134,271
TINA SMITH	OPERATIONS MANAGER	40.00	Officer	$98,592	$0	$98,592
ROB KILMER	BOARD MEMBER	1.00	Director	$0	$0	$0
SANDRA DENNY	BOARD MEMBER	1.00	Director	$0	$0	$0
DIANE WILLIAMS	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
BRETT WYATT	BOARD CO-PRESIDENT	1.00	Officer Director	$0	$0	$0
SUSAN NOWLIN	BOARD CO-PRESIDENT	1.00	Officer Director	$0	$0	$0
TYLER YEAGER	BOARD VICE PRESIDENT - TREASU	1.00	Officer 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	$3,369,497	$3,952,927	$2,565,430	$-583,430
2023	$3,003,924	$3,673,773	$3,085,477	$-669,849
2022	$4,291,523	$3,734,717	$3,818,540	$556,806
2021	$4,309,605	$3,687,230	$3,885,801	$622,375
2020	$4,539,304	$4,401,835	$4,192,489	$137,469
2019	$5,303,134	$5,330,272	$3,643,293	$-27,138