HOSPITAL ASSOCIATION OF SAN DIEGO & IMPERIAL COUNTIES (EIN 952243358) - 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

1956

Legal Domicile

Principal Officer

DIMITRIOS ALEXIOU

Phone

9165527629

Tax Period

2023-01-01 to 2023-12-31

HOSPITAL ASSOCIATION OF SAN DIEGO & IMPERIAL COUNTIES, founded in 1956, is a community nonprofit that reported $2.1M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $2.0M left a modest 8% surplus.

Mission

PROVIDE LEADERSHIP & LOCAL ADVOCACY FOR MEMBER HOSPITALS IN THE SAN DIEGO & IMPERIAL COUNTIES.

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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 $0

Program Service Revenue $2,018,581

Investment Income $104,889

Other Revenue $450

TOTAL REVENUE $2,123,920

Expense Breakdown

Grants Paid $4,000

Salaries & Benefits $1,371,358

Fundraising Expenses $0

Other Expenses $583,250

TOTAL EXPENSES $1,958,608

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,123,920	$1,935,336	+0.1%
Expenses	$1,958,608	$1,776,767	+0.1%
Net Income	$165,312	$158,569	+0.0%

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

$515,297

Total Directors

$515,297

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIMITRIOS ALEXIOU FACHE	PRESIDENT/CEO	40.00	Officer Director	$431,982	$83,315	$515,297
LINDSEY WADE	SENIOR VICE PRESIDENT	40.00	Highest	$165,962	$46,702	$212,664
CARYN SUMEK	VICE PRESIDENT	40.00	Highest	$168,705	$21,506	$190,211
LISA SONTAG	DIRECTOR OPERATIONS/MEMBER RELATIONS	40.00	Highest	$127,870	$23,835	$151,705
PATRICIO PATRICK A FRIAS MD	CHAIR	0.50	Officer Director	$0	$0	$0
THOMAS A GAMMIERE FACHE	IMMEDIATE PAST CHAIR	0.50	Officer Director	$0	$0	$0
PATTY MAYSENT MPH MBA	CHAIR ELECT	0.50	Officer Director	$0	$0	$0
DIANE HANSEN CPA	SECRETARY	0.50	Officer Director	$0	$0	$0
BRETT MCCLAIN	TREASURER	0.50	Officer Director	$0	$0	$0
KERRY ASHMENT	DIRECTOR (THRU 07/23)	0.50	Director	$0	$0	$0
ALAIN AZCONA	DIRECTOR	0.50	Director	$0	$0	$0
CARMELA COYLE	DIRECTOR	0.50	Director	$0	$0	$0
STEVEN L DIETLIN	DIRECTOR (THRU 03/23)	0.50	Director	$0	$0	$0
JANE FINLEY	DIRECTOR	0.50	Director	$0	$0	$0
NEERAV JADEJA MBA MSHA	DIRECTOR	0.50	Director	$0	$0	$0
TOMMY LE MHA	DIRECTOR (AS OF 09/23)	0.50	Director	$0	$0	$0
GENE MA MD	DIRECTOR (AS OF 07/23)	0.50	Director	$0	$0	$0
FRANK P PEARSON DPT PA-C	DIRECTOR (AS OF 01/23)	0.50	Director	$0	$0	$0
JAMES B SMITH III	DIRECTOR	0.50	Director	$0	$0	$0
PABLO VELEZ RN PHD	DIRECTOR (AS OF 07/23)	0.50	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
2024	No data	No data	No data	No data
2023	$2,123,920	$1,958,608	$5,255,257	$165,312
2022	$1,935,336	$1,776,767	$4,977,183	$158,569
2021	$1,820,855	$1,685,713	$4,320,016	$135,142
2020	$1,820,851	$1,657,648	$4,821,835	$163,203
2019	$1,721,883	$1,803,287	$5,022,025	$-81,404
2018	$1,589,645	$1,529,294	$3,787,038	$60,351

HOSPITAL ASSOCIATION OF SAN DIEGO & IMPERIAL COUNTIES