White Memorial Med Cntr Charitable Fdtn Adventist Health White Memorial Ch Fdtn (EIN 953760201) - 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

1982

Legal Domicile

Principal Officer

De La Cruz Juan

Phone

3232685000

Tax Period

2024-01-01 to 2024-12-31

White Memorial Med Cntr Charitable Fdtn Adventist Health White Memorial Ch Fdtn, founded in 1982, is a community nonprofit in the Health Care sector that reported $9.7M in total revenue in fiscal year 2024. Revenue surged 51% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.1M, a strong 32% operating margin.

Mission

The Charitable Foundation creates and sustains philanthropic relationships. With our donors as partners, we are committed to supporting the programs and services provided by Adventist Health White Memorial which improve and enhance quality of life.

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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 $8,786,311

Program Service Revenue $0

Investment Income $1,203,381

Other Revenue $-243,768

TOTAL REVENUE $9,745,924

Expense Breakdown

Grants Paid $5,400,732

Salaries & Benefits $0

Fundraising Expenses $31,297

Program Expenses $5,400,732

Other Expenses $1,231,992

TOTAL EXPENSES $6,632,724

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,745,924	$6,438,811	+0.5%
Expenses	$6,632,724	$6,660,821	0.0%
Net Income	$3,113,200	$-222,010	-15.0%

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

121

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

$1,184,846

Total Directors

$3,057,114

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Raffoul John	Board Member	1.00	Director	$0	$57,975	$1,134,400
Bryant Mara	Board Member	1.00	Director	$0	$36,137	$737,868
Owens Francis	Treasurer	1.00	Officer Director	$0	$79,808	$689,441
De La Cruz Juan	President	1.00	Officer Director	$0	$79,577	$495,405
Angulo Javier	Board Member	1.00	Officer Director	$0	$0	$0
Aguilar Leticia	Vice Chair	1.00	Officer Director	$0	$0	$0
Aceves Marylyn	Board Member	1.00	Director	$0	$0	$0
Barbarena Gabriela	Board Member	1.00	Director	$0	$0	$0
Carbajal Lizette	Board Member	1.00	Director	$0	$0	$0
Carmona Arturo	Board Member	1.00	Director	$0	$0	$0
King Sean	Board Member	1.00	Director	$0	$0	$0
Lizarraga David	Board Member	1.00	Director	$0	$0	$0
Maciel Ruben	Chair	1.00	Officer Director	$0	$0	$0
Martinez Elizabeth	Board Member	1.00	Director	$0	$0	$0
Orozco Gina	Board Member	1.00	Director	$0	$0	$0
Olivarez Rick	Board Member	1.00	Director	$0	$0	$0
Pinedo Ciriaco	Board Member	1.00	Director	$0	$0	$0
Ramirez George	Board Member	1.00	Director	$0	$0	$0
Robinson Frank	Treasurer	1.00	Director	$0	$0	$0
Trenkle Lauren	Board Member	1.00	Director	$0	$0	$0
Valdes Joseph	Board Member	1.00	Director	$0	$0	$0
Vasquez Ray	Board Member	1.00	Director	$0	$0	$0
Martinez Miguel	Board Member	1.00	Director	$0	$0	$0
Kurkjian A Paul	Board Member	1.00	Director	$0	$0	$0
Kim Daniel	Board Member	1.00	Director	$0	$0	$0
Daher Michel	Board Member	1.00	Director	$0	$0	$0
Escobedo Efrain	Board Member	1.00	Director	$0	$0	$0
Friedman Stefan	Board Member	1.00	Director	$0	$0	$0
Mosaquites Nick	Board Member	1.00	Director	$0	$0	$0
Salguero Fredy	Board Member	1.00	Director	$0	$0	$0
Sanchez Avygail	Board Member	1.00	Director	$0	$0	$0
Thompson Bret	Board Member	1.00	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	$9,745,924	$6,632,724	$17,885,060	$3,113,200
2023	$6,438,811	$6,660,821	$17,324,845	$-222,010
2022	$6,945,568	$3,851,604	$14,820,197	$3,093,964
2021	$2,847,945	$3,283,473	$12,831,404	$-435,528
2020	$5,963,634	$5,946,445	$10,365,114	$17,189
2019	$4,970,213	$4,151,973	$8,637,512	$818,240
2018	$4,759,064	$3,726,599	$8,990,238	$1,032,465

White Memorial Med Cntr Charitable Fdtn Adventist Health White Memorial Ch Fdtn