ST MARY'S MEDICAL CENTER 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

1999

Legal Domicile

Principal Officer

CHARLES THEVNIN

Phone

6502612846

Tax Period

2022-07-01 to 2023-06-30

ST MARY'S MEDICAL CENTER FOUNDATION, founded in 1999, is a community nonprofit in the Health Care sector that reported $2.6M in total revenue in fiscal year 2022. Revenue fell 33% from the prior year — a significant decline worth monitoring. Expenses of $3.0M exceeded revenue, resulting in a 14% operating deficit.

Mission

ST. MARY'S MEDICAL CENTER FOUNDATION EXISTS TO SUPPORT THE MISSION OF DIGNITY HEALTH DBA, ST. MARY'S MEDICAL CENTER. WE DO THIS THROUGH OUR ENCOURAGEMENT OF CHARITABLE GIVING, OUR STEWARDSHIP OF DONOR GIFTS, AND OUR OWN GRANT MAKING, WHICH PROMOTES THE PROVISION OF EXCELLENT MEDICAL CARE WITH UNDERSTANDING AND DIGNITY. FOUNDATION SUPPORT ALSO ALLOWS THE HOSPITAL TO FURTHER ITS MISSION BY MAKING THE HEALING PRESENCE OF GOD KNOWN IN OUR WORLD BY IMPROVING THE HEALTH OF THE PEOPLE WE SERVE, ESPECIALLY THOSE WHO ARE VULNERABLE, WHILE WE ADVANCE SOCIAL JUSTICE FOR ALL.

Program Service Accomplishments

Program 1

Expenses: $2,152,476

THE FOUNDATION IS AN IRC SEC 509(A)(3) SUPPORTING ORGANIZATION TO DIGNITY HEALTH, DBA ST. MARY'S MEDICAL CENTER ("HOSPITAL"). AS A SUPPORTING ORGANIZATION, THE FOUNDATION OPERATES EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF THE HOSPITAL WHICH INCLUDE MAKING PAYMENTS DIRECTLY TO THE HOSPITAL.

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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 $1,748,969

Program Service Revenue $0

Investment Income $917,929

Other Revenue $-45,246

TOTAL REVENUE $2,621,652

Expense Breakdown

Grants Paid $2,152,476

Salaries & Benefits $0

Fundraising Expenses $221,035

Program Expenses $2,152,476

Other Expenses $806,673

TOTAL EXPENSES $2,998,549

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,621,652	$3,896,926	-0.3%
Expenses	$2,998,549	$2,602,173	+0.2%
Net Income	$-376,897	$1,294,753	-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

$1,139,137

Total Directors

$1,027,340

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DARYN KUMAR	BOARD MEMBER	2.00	Director	$0	$87,903	$716,180
CHARLES THEVNIN	CFO	0.20	Officer	$0	$59,118	$456,165
JENNIFER SVIHUS	INTERIM CPO (THRU 6/2022)	25.00	Officer	$0	$58,881	$371,812
MARKHAM MILLER	BOARD MEMBER/CHIEF PHILANTHROPY OFFICER	50.00	Officer Director	$0	$55,682	$286,335
JOHN UMEKUBO MD	CHAIR	2.00	Officer Director	$0	$0	$24,825
FRED LAMBRIGHT	BOARD MEMBER	2.00	Director	$0	$0	$0
CATHERINE MCCAUSLAND	BOARD MEMBER	2.00	Director	$0	$0	$0
CARLA MORABITO	BOARD MEMBER	2.00	Director	$0	$0	$0
REMO MORELLI MD	BOARD MEMBER	2.00	Director	$0	$0	$0
LEO PETRONI	BOARD MEMBER	2.00	Director	$0	$0	$0
MARY ROTUNNO	BOARD MEMBER (THRU 12/31/22)	2.00	Director	$0	$0	$0
FRED RUHLAND	BOARD MEMBER (THRU 10/31/22)	2.00	Director	$0	$0	$0
DAVID SERRANO SEWELL	BOARD MEMBER (THRU 2/28/23)	2.00	Director	$0	$0	$0
C NICHOLAS SIMPSON	BOARD MEMBER	2.00	Director	$0	$0	$0
JOSSETTE THOMPSON	BOARD MEMBER	2.00	Director	$0	$0	$0
SUSAN VICKERS RSM	BOARD MEMBER (THRU 10/31/22)	2.00	Director	$0	$0	$0
JENN WYNN	BOARD MEMBER	2.00	Director	$0	$0	$0
JOHN CHRISTIAN	SECRETARY	2.00	Officer Director	$0	$0	$0
AARON NELSON	VICE CHAIR	2.00	Officer Director	$0	$0	$0
JUSTIN TSE	TREASURER	2.00	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	No data	No data	No data	No data
2023	$2,621,652	$2,998,549	$42,609,555	$-376,897
2022	$3,896,926	$2,602,173	$40,451,829	$1,294,753
2021	$5,177,322	$2,833,163	$41,309,975	$2,344,159
2020	$3,870,450	$2,040,609	$33,987,409	$1,829,841
2019	$3,403,971	$3,653,677	$32,826,608	$-249,706
2018	$5,251,249	$1,252,693	$33,447,569	$3,998,556