Ucsf Health Medical Foundation

Nonprofit profile at a glance

EIN
861175591
IRS 990 coverage
2010–2024
Forms available
Form 990 2024, Form 990-N 2008
Location
Emeryville, CA, USA
Phone
4154767220
Rating
68
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Single Organization Support

Reported finances

Revenue
$67,780,617
Expenses
$67,780,617
Assets
$31,933,580
Liabilities
$31,933,580

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

17 people listed

Executive titles in this filing

  • JIMMY HU MD (PRESIDENT)

Highest reported compensation

  • NICHOLAS HOLMES MD (DIRECTOR): $1,167,112 total reported compensation
  • JOSHUA ADLER MD (CHAIRMAN (THRU 8/24)): $1,120,580 total reported compensation
  • JOAN ZOLTANSKI (DIRECTOR (THRU 8/24)): $963,904 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

See schedule othe mission of ucsf health medical foundation is threefold: 1) to establish, operate and maintain medical clinics for the provision of healthcare services in California; 2) to promote health by providing, coordinating, integrating and facilitating health care, medical and wellness services for children and families; and 3) to conduct, sponsor and support medical research, medical education and health education.

What it reported doing in 2024

The foundation is a pediatric and adult multi-specialty physician foundation with a primary goal of fostering physician collaboration to deliver advanced pediatric and women's health care. The specific and primary purposes of the foundation are to perform and carry out charitable health functions and purposes by conducting the following activities: (1) establishing, operating and maintaining medical clinics for the provision of healthcare services in California, pursuant to the provision of section 1206(1) of the California health and safety code; (2) promoting health by providing, coordinating, integrating, and facilitating healthcare, medical and wellness services for women and children; (3) conducting, sponsoring and supporting medical research, medical education, and health education; and (4) engaging in any other activities permitted for a corporation organized under the nonprofit public benefit corporation law.during the year ended june 30, 2025, bcmg employed 126 physicians who split time between bch-oak clinics and community-based offices.

Operating model

Revenue model
Earned-program. 100% of the money available for current operations came from fees and other program revenue.
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.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. A relatively small share of voting board members are independent and some related-organization disclosures are missing.

Rating breakdown

  • Financial Efficiency: 81
  • Transparency & Controls: 71
  • Accountability: 42
  • Sustainability: 23
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 90.8%; rating input score 91
  • Program expense ratio: 90.8%; rating input score 91
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 68th percentile among comparable filings
  • Pay-setting controls: 2 of 6 controls in place; rating input score 33
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Scored; rating input score 0

Accountability

  • Independent voting board: 0%; rating input score 0; 4th 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: NotApplicable
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 0%; rating input score 29; 29th percentile among comparable filings
  • Total-asset coverage ratio: 0.47; rating input score 17; 17th percentile among comparable filings
  • Liabilities to assets ratio: 1; rating input score 7; 7th percentile among comparable filings
  • Officer compensation ratio: 3.5%; rating input score 31; 31st percentile among comparable filings

Growth

  • Program expense growth: 3.2% per year; rating input score 100; 24th percentile among comparable filings
  • Revenue growth: 5.9% per year; rating input score 100; 51st percentile among comparable filings
  • Asset growth: 13.9% per year; rating input score 100; 83rd percentile among comparable filings

Details

  • Where the money goes: 90.8% of revenue deployed · 90.8% of spending went to programs
  • Governance: 0 of 5 board members independent · 8 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $61.6M in reported program spending
  • Leadership: top reported pay $1.2M · 17 people listed · 2 of 6 pay-setting controls reported
  • Highest-paid contractors: 3 contractors listed · $427K reported
  • Consistency: 29 of 29 current checks pass
  • Schedules: 6 filed schedules · includes executive pay and related organizations
  • Filing history: 15 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 6 filed money-flow records
  • Related organizations: 6 filed related-organization links
  • 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.

  • High — Accountability: Independent voting board scored 0/100.
  • High — Transparency & Controls: Related-party transparency scored 0/100.
  • High — Sustainability: Operating margin scored 29/100.
  • High — Sustainability: Total-asset coverage ratio scored 17/100.
  • High — Sustainability: Liabilities to assets ratio scored 7/100.
  • Moderate — Sustainability: Officer compensation ratio scored 31/100.