Santa Ynez Valley Cottage Hospital Foundation (EIN 953308522) - 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

1978

Legal Domicile

Phone

8052876903

Tax Period

2024-01-01 to 2024-12-31

Santa Ynez Valley Cottage Hospital Foundation, founded in 1978, is a community nonprofit in the Health Care sector that reported $2.3M in total revenue in fiscal year 2024. Revenue surged 118% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.2M, a strong 55% operating margin.

Mission

It is the mission of the Santa Ynez Valley Cottage Hospital Foundation to develop, manage and channel the community's financial support on behalf of Santa Ynez Valley Cottage Hospital, thereby serving not only to protect, but also enhance the hospital as a valuable community asset.

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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 $702,143

Program Service Revenue $0

Investment Income $1,554,922

Other Revenue $0

TOTAL REVENUE $2,257,065

Expense Breakdown

Grants Paid $477,152

Salaries & Benefits $0

Fundraising Expenses $220,625

Program Expenses $486,957

Other Expenses $540,915

TOTAL EXPENSES $1,018,067

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,257,065	$1,035,384	+1.2%
Expenses	$1,018,067	$1,651,817	-0.4%
Net Income	$1,238,998	$-616,433	-3.0%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Judith Dale	Vice President	3.0	Officer Director	$0	$0	$0
Michael Sgobba	Treasurer	3.0	Officer Director	$0	$0	$0
Richard Nagler	President	3.0	Officer Director	$0	$0	$0
Tresha Sell	Secretary	3.0	Officer Director	$0	$0	$0
Barbara Anderson	Director	2.0	Director	$0	$0	$0
Charles Chester	Director	2.0	Director	$0	$0	$0
Charles Jackson	Director	2.0	Director	$0	$0	$0
Ernest Zomalt	Director	2.0	Director	$0	$0	$0
Gustavo A Dascanio MD	Director	2.0	Director	$0	$0	$0
J Robert Andrews	Director	2.0	Director	$0	$0	$0
Jonathan Grunzweig	Director	2.0	Director	$0	$0	$0
Richard Crutchfield	Director	2.0	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	$2,257,065	$1,018,067	$18,581,653	$1,238,998
2023	$1,035,384	$1,651,817	$16,791,912	$-616,433
2022	$1,942,491	$1,436,166	$15,880,667	$506,325
2021	$2,436,659	$835,549	$18,046,542	$1,601,110
2020	$1,059,543	$1,244,415	$15,290,920	$-184,872
2019	$2,230,112	$906,289	$14,295,393	$1,323,823

Santa Ynez Valley Cottage Hospital Foundation