San Joaquin Community Hospital dba Adventist Health Bakersfield (EIN 952294234) - 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

1964

Legal Domicile

Principal Officer

Jason Wells

Phone

6613953000

Tax Period

2023-01-01 to 2023-12-31

San Joaquin Community Hospital dba Adventist Health Bakersfield, founded in 1964, is a major nonprofit in the Health Care sector that reported $621.3M in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $592.9M left a modest 5% surplus.

Mission

Living Gods love by inspiring health, wholeness and hope.

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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 $25,172,004

Program Service Revenue $573,636,710

Investment Income $22,472,342

Other Revenue $-24,781

TOTAL REVENUE $621,256,275

Expense Breakdown

Grants Paid $215,250

Salaries & Benefits $226,746,498

Fundraising Expenses $405,181

Program Expenses $487,547,373

Other Expenses $365,949,430

TOTAL EXPENSES $592,911,178

Year-over-Year Comparison

	2023	2022	Change
Revenue	$621,256,275	$492,068,175	+0.3%
Expenses	$592,911,178	$528,506,541	+0.1%
Net Income	$28,345,097	$-36,438,366	-1.8%

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

2774

Volunteers

154

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

$11,684,834

Total Directors

$3,609,009

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Heinrich Kerry	Director/CEO	0.00	Officer Director	$0	$55,743	$3,358,171
Hofheins Todd	COO/Vice Chair	0.00	Officer	$0	$74,489	$2,347,081
Beaman John	CFO/Asst Secty	0.00	Officer	$0	$71,703	$1,752,256
Stevens Eric	Care Division Oper Exec thru 02/22	0.00		$0	$57,900	$1,584,193
Nahapetian Arby	Former Care Div Med Off thru 02/22	2.00		$0	$67,961	$1,550,255
JahnAndrew	Former Care Div Pres thru 02/22	0.00		$0	$50,625	$1,516,531
Wells Jason eff 12323	President CC	12.50	Officer	$0	$23,881	$1,494,463
Wing Billy	Former Dir/A Sec/V Chair thru 01/22	0.00		$0	$26,777	$1,465,237
Jobe Meredith	Secretary	0.00	Officer	$0	$60,723	$1,020,211
Wolcott Daniel-Departed 123	President, KCN	37.50	Officer	$0	$64,057	$1,016,790
Jamaleddine Ghassan	Market Medical Officer	50.00		$0	$68,356	$781,573
Cox Shane	Treasurer/A Sec	12.50	Officer	$0	$58,218	$695,862
Lavers Jennifer	Operations Executive	50.00		$0	$141,987	$580,375
SpenstBrett	Former Care Div Fin Off thru 02/22	0.00		$0	$44,711	$565,336
Van Housen Heather	Patient Care Executive	48.00		$0	$70,013	$548,467
Chupa Barry	RN/1st Asst	40.00		$473,051	$63,892	$536,943
Tomono Olga	Business Development Exec	50.00		$0	$135,514	$500,698
Tomono Christopher	Partnership Executive	50.00		$0	$64,355	$443,902
Navarro Rafael	RN/1st Asst	40.00		$385,700	$11,048	$396,748
Britz Justin	Physician Asst	40.00		$350,366	$41,584	$391,950
Morata Ana Lisa	RN II	40.00		$303,971	$65,338	$369,309
Capawa Paul	RN	40.00		$315,482	$35,550	$351,032
Freedman John	Dir/Chair	0.00	Director	$0	$0	$26,770
Cherry Robert	Director	0.00	Director	$0	$0	$26,611
Davis Andrew	Director	0.00	Director	$0	$0	$26,611
Innocent Larry	Director	0.00	Director	$0	$0	$26,611
Reiner Richard	Director	0.00	Director	$0	$0	$26,611
Salazar Velino	Director	0.00	Director	$0	$0	$26,611
Newton Bradford	Vice Chair	0.00	Director	$0	$0	$26,611
Banks David	Director	0.00	Director	$0	$0	$26,181
Woodson Marc	Director	0.00	Director	$0	$0	$21,611
Wagner Jack	Director	0.00	Director	$0	$0	$16,180
Fehr Joy	Director	0.00	Director	$0	$0	$430
HaydockTimothy eff724	Interim Treas	0.00	Officer	$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	$621,256,275	$592,911,178	$509,609,823	$28,345,097
2022	$492,068,175	$528,506,541	$303,989,041	$-36,438,366
2021	$501,317,544	$499,923,271	$391,470,730	$1,394,273
2020	$443,627,762	$426,435,816	$414,848,151	$17,191,946
2019	$430,280,352	$403,402,960	$407,871,835	$26,877,392
2018	$411,096,606	$393,544,082	$358,713,896	$17,552,524
2017	$417,380,857	$388,972,814	$351,216,815	$28,408,043

San Joaquin Community Hospital dba Adventist Health Bakersfield