Fallbrook Healthcare Foundation Inc

Nonprofit profile at a glance

EIN
953389263
IRS 990 coverage
2012–2025
Forms available
Form 990 2025
Location
Fallbrook, CA, USA
Phone
7607237570
Rating
71
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Hospital, General

Official website

Reported finances

Revenue
$1,037,098
Expenses
$945,362
Assets
$1,383,504
Liabilities
$22,304

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

10 people listed

Executive titles in this filing

  • Perla Hurtado (Executive Director)
  • Gail Jones (President)
  • Roger Shaver (Past President)
  • Sarah Eckhardt (Vice President)

Highest reported compensation

  • Perla Hurtado (Executive Director): $121,925 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To provide services that help seniors maintain both physical and mental wellbeing, live independently as long as possible, and age with dignity. Programs provided include transportation, grocery delivery, referrals and support advocacy, hospital-to-home recovery support, community education focused on senior issues, and the Adult Day Care Center.

What it reported doing in 2025

Transportation - Provide ride services for seniors and adults with disabilities. The transportation program offers 1 in-town rides to medical appointments, pharmacies, dentists, grocery stores, hair salons and a friends house, 2 grocery deliveries, and 3 out-of-town rides within 50-mile radius of Fallbrook for health related appointments only.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 43
  • Transparency & Controls: 92
  • Accountability: 95
  • Sustainability: 51
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 45.1%; rating input score 45
  • Program expense ratio: 48.4%; rating input score 48
  • Fundraising efficiency: $6.48 raised per $1 spent on fundraising; rating input score 22; 22nd percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 7 of 8 controls in place; rating input score 88
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Fail
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 8.8%; rating input score 54; 54th percentile among comparable filings
  • Total-asset coverage ratio: 1.46; rating input score 55; 55th percentile among comparable filings
  • Liabilities to assets ratio: 0.02; rating input score 55; 55th percentile among comparable filings
  • Officer compensation ratio: 12.9%; rating input score 29; 29th percentile among comparable filings

Growth

  • Program expense growth: 0.8% per year; rating input score 100; 17th percentile among comparable filings
  • Revenue growth: 5.2% per year; rating input score 100; 39th percentile among comparable filings
  • Asset growth: 0.5% per year; rating input score 100; 17th percentile among comparable filings

Details

  • Where the money goes: 45.1% of revenue deployed · 48.4% of spending went to programs
  • Governance: 9 of 9 board members independent · 7 of 8 filing controls reported
  • Programs: 3 filed program accomplishments · $457K in reported program spending
  • Leadership: top reported pay $122K · 10 people listed
  • Consistency: 30 of 30 current checks pass
  • Schedules: 5 filed schedules · includes major donors
  • Filing history: 12 filing years from 2012 to 2025
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Mission deployment rate scored 45/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 48/100.
  • High — Financial Efficiency: Fundraising efficiency scored 22/100.
  • Review — Sustainability: Operating margin scored 54/100.
  • Review — Accountability: Governance controls: Audit committee oversight not reported.
  • Review — Sustainability: Total-asset coverage ratio scored 55/100.
  • High — Sustainability: Officer compensation ratio scored 29/100.
  • Review — Sustainability: Liabilities to assets ratio scored 55/100.