San Benito Health Foundation
Nonprofit profile at a glance
- EIN
- 942299959
- IRS 990 coverage
- 2009–2024
- Forms available
- Form 990 2024
- Location
- Hollister, CA, USA
- Phone
- 8316375306
- Rating
- 81
- Verdict
- STRONG
- Rating confidence
- Moderate
Reported finances
- Revenue
- $10,976,968
- Expenses
- $7,784,848
- Assets
- $28,278,018
- Liabilities
- $1,971,447
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
17 people listed
Executive titles in this filing
- Rosa Vivian Fernandez (President & CEO)
Highest reported compensation
- Rosa Vivian Fernandez (President & CEO): $357,313 total reported compensation
- Erika Ceballos (Physician): $259,622 total reported compensation
- Javier Sotomayor (Primary Care Dir.): $236,372 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
"The mission of San Benito Health Foundation is to provide quality, affordable comprehensive health services to the community of San Benito County and surrounding areas in a manner that is accountable to the community while being respectful, empathetic, and culturally-sensitive to clients. It's vision is for a safe and healthy San Benito County where health disparaties do not exist, people have access to care, and have the knowledge and skills to make healthy choices. The San Benito Health Foundation is a leader among alliances and partnerships that foster a climate of thoughtful change and create solutions for maintaining a community that is safe and healthy.
What it reported doing in 2024
Provided Medical, Ophthalmology, Preventive Medicine, Internal Medicine, Obstetrics & Gynecology, Family Planning, Pediatrics, Immunization & Health Screening Services, Nutrition Counseling, HIV/AIDS testing & counseling, Dental, Women, Infant and Children (WIC) Services to qualifying families of San Benito County and surrounding communities. Total patient encounters were as follows: Medical - 27,400; Dental - 1,332; Vision - 4,126.
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
STRONG - The filed numbers largely add up and a large share of total spending goes to programs. A relatively small share of available resources goes toward mission work and reported officer compensation is a large share of total spending, which may reflect staffing concentration.
Rating breakdown
- Financial Efficiency: 61
- Transparency & Controls: 94
- Accountability: 100
- Sustainability: 74
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 59.1%; rating input score 59
- Program expense ratio: 85.5%; rating input score 85
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
- Pay-setting controls: 6 of 6 controls in place; rating input score 100
- Compensation committee: Pass
- Independent consultant: Pass
- Other Form 990s reviewed: Pass
- Written employment contract: Pass
- Compensation survey or study: Pass
- Board or committee approval: Pass
- 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; 66th percentile among comparable filings
- Governance controls: 8 of 8 controls in place; rating input score 100
- 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: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 29.1%; rating input score 88; 88th percentile among comparable filings
- Total-asset coverage ratio: 3.63; rating input score 79; 79th percentile among comparable filings
- Liabilities to assets ratio: 0.07; rating input score 79; 79th percentile among comparable filings
- Officer compensation ratio: 19.3%; rating input score 4; 4th percentile among comparable filings
Growth
- Program expense growth: 5.8% per year; rating input score 100; 48th percentile among comparable filings
- Revenue growth: 5.6% per year; rating input score 100; 48th percentile among comparable filings
- Asset growth: 14% per year; rating input score 100; 78th percentile among comparable filings
Details
- Where the money goes: 59.1% of revenue deployed · 85.5% of spending went to programs
- Governance: 11 of 11 board members independent · 8 of 8 filing controls reported
- Programs: 1 filed program accomplishment · $6.7M in reported program spending
- Leadership: top reported pay $357K · 17 people listed · 6 of 6 pay-setting controls reported
- Highest-paid contractors: 3 contractors listed · $449K reported
- Consistency: 34 of 34 current checks pass
- Schedules: 6 filed schedules · includes major donors and executive pay
- Filing history: 15 filing years from 2009 to 2024
- Contacts: How to reach this organization
- Money network: 6 filed money-flow records
- 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.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Financial Efficiency: Mission deployment rate scored 59/100.
- High — Sustainability: Officer compensation ratio scored 4/100.