CALIFORNIA HOSPITAL MEDICAL CENTER FOUNDATION (EIN 954000909) - 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

1985

Legal Domicile

Principal Officer

SUSAN SHUM

Phone

2137425867

Tax Period

2023-07-01 to 2024-06-30

CALIFORNIA HOSPITAL MEDICAL CENTER FOUNDATION, founded in 1985, is a community nonprofit in the Health Care sector that reported $4.4M in total revenue in fiscal year 2023. Revenue decreased 19% compared to the prior year. Expenses of $7.6M exceeded revenue, resulting in a 72% operating deficit.

Mission

TO RAISE, MANAGE AND DISTRIBUTE FUNDS IN SUPPORT OF THE MISSION AND VALUES OF DIGNITY COMMUNITY CARE DBA: CALIFORNIA HOSPITAL MEDICAL CENTER (CHMC).

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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 $3,777,350

Program Service Revenue $0

Investment Income $771,674

Other Revenue $-104,919

TOTAL REVENUE $4,444,105

Expense Breakdown

Grants Paid $6,022,003

Salaries & Benefits $0

Fundraising Expenses $1,044,482

Program Expenses $6,022,003

Other Expenses $1,608,876

TOTAL EXPENSES $7,630,879

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,444,105	$5,488,112	-0.2%
Expenses	$7,630,879	$6,768,624	+0.1%
Net Income	$-3,186,774	$-1,280,512	+1.5%

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

$830,403

Total Directors

$1,471,886

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALINA MORAN MPA FAB	BOARD MEMBER	1.00	Director	$0	$80,604	$1,165,477
REBECCA CHENG	CFO/TREASURER	10.00	Officer	$0	$53,025	$523,994
SUSAN SHUM	BOARD MEMBER/ CHIEF PHILANTHROPY OFFICER	50.00	Officer Director	$0	$53,224	$306,409
ELOISE M APPEL EDD	BOARD MEMBER	1.00	Director	$0	$0	$0
JAVIER CANO	BOARD MEMBER	1.00	Director	$0	$0	$0
EILEEN CONN	BOARD MEMBER	1.00	Director	$0	$0	$0
KRIS H DAVIS CPCU	BOARD MEMBER	1.00	Director	$0	$0	$0
MARC FUTERNICK MD	BOARD MEMBER	1.00	Director	$0	$0	$0
BRUCE A GREENFIELD MD	BOARD MEMBER	1.00	Director	$0	$0	$0
CARLTON JENKINS	BOARD MEMBER	1.00	Director	$0	$0	$0
JONATHAN LARSEN	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREW MCDONALD	BOARD MEMBER (THRU 12/31/23)	1.00	Director	$0	$0	$0
STEVE NEEDLEMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
WENDY ON	BOARD MEMBER	1.00	Director	$0	$0	$0
RICHARD O OXFORD	BOARD MEMBER	1.00	Director	$0	$0	$0
ANETTA PADILLA	BOARD MEMBER	1.00	Director	$0	$0	$0
JEANNE E RAYA	BOARD MEMBER	1.00	Director	$0	$0	$0
RONALD F TURNER	BOARD MEMBER	1.00	Director	$0	$0	$0
NORMA J WILLIAMS ESQ	BOARD MEMBER (THRU 9/15/23)	1.00	Director	$0	$0	$0
JEFFREY R GERMAIN	CHAIRMAN	3.00	Officer Director	$0	$0	$0
PATRICIA LOTT	VICE CHAIRMAN	3.00	Officer Director	$0	$0	$0
ROBERT JOHN NOONAN JR	SECRETARY	3.00	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	$4,444,105	$7,630,879	$22,429,161	$-3,186,774
2023	$5,488,112	$6,768,624	$24,715,361	$-1,280,512
2022	$11,560,080	$6,769,508	$25,613,866	$4,790,572
2021	$8,299,105	$9,649,135	$27,435,439	$-1,350,030
2020	$6,930,762	$9,365,567	$26,509,331	$-2,434,805
2019	$14,775,732	$7,923,564	$28,642,080	$6,852,168
2018	$7,725,894	$5,894,555	$21,579,425	$1,831,339

CALIFORNIA HOSPITAL MEDICAL CENTER FOUNDATION