Civic Intelligence

Natividad Medical Foundation

EIN 77-0194989 • 501(c)3 • Salinas, CA

Profile

The mission of the foundation is to philanthropically support natividad medical center in its mission to continually improve the health status of the people of monterey county through access to affordable, high quality healthcare services.

PO Box 4427Salinas, CA 93912

www.natividadfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

38th percentile

0.06x

Higher debt load relative to assets than 38% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

46th percentile

0.13x

Higher debt load relative to revenue than 46% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

72nd percentile

19%

Higher net margin than 72% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

50th percentile

4.9%

Faster asset growth than 50% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

58th percentile

11%

Faster revenue growth than 58% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$6,971,469

Up $328,366 (+4.9%) from 2023

Liabilities

Down

$415,914

Down $378,990 (-48%) from 2023

Net Assets

Up

$6,555,555

Up $707,356 (+12%) from 2023

Operations
Liabilities / Revenue46th percentileNet Margin72nd percentile

Revenue

Up

$3,176,761

Up $313,679 (+11%) from 2023

Expenses

Down

$2,579,423

Down $166,731 (-6.1%) from 2023

Net Income

Up

$597,338

Up $480,410 (+411%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $1,760,912Liabilities 2010: $394,486Net Assets 2010: $1,366,4262010Assets 2011: $1,537,602Liabilities 2011: $165,657Net Assets 2011: $1,371,9452011Assets 2012: $1,474,903Liabilities 2012: $154,651Net Assets 2012: $1,320,2522012Assets 2013: $1,600,973Liabilities 2013: $201,295Net Assets 2013: $1,399,6782013Assets 2014: $2,095,400Liabilities 2014: $131,340Net Assets 2014: $1,964,0602014Assets 2015: $2,546,585Liabilities 2015: $157,999Net Assets 2015: $2,388,5862015Assets 2016: $2,224,292Liabilities 2016: $239,324Net Assets 2016: $1,984,9682016Assets 2017: $2,595,807Liabilities 2017: $371,769Net Assets 2017: $2,224,0382017Assets 2018: $4,066,549Liabilities 2018: $331,605Net Assets 2018: $3,734,9442018Assets 2019: $4,806,582Liabilities 2019: $530,573Net Assets 2019: $4,276,0092019Assets 2020: $5,068,835Liabilities 2020: $796,409Net Assets 2020: $4,272,4262020Assets 2021: $6,227,458Liabilities 2021: $841,246Net Assets 2021: $5,386,2122021Assets 2022: $6,795,691Liabilities 2022: $793,118Net Assets 2022: $6,002,5732022Assets 2023: $6,643,103Liabilities 2023: $794,904Net Assets 2023: $5,848,1992023Assets 2024: $6,971,469Liabilities 2024: $415,914Net Assets 2024: $6,555,5552024

Highlighted filing

2024

Assets$6,971,469
Liabilities$415,914
Net Assets$6,555,555
Open 2024 Filing

Operations Trend

Revenue Growth58th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,972,0012010Expenses 2011: $1,875,6072011Expenses 2012: $1,810,5202012Revenue 2013: $1,738,729Expenses 2013: $1,655,093Net Income 2013: $83,6362013Revenue 2014: $2,575,654Expenses 2014: $2,011,776Net Income 2014: $563,8782014Revenue 2015: $2,647,113Expenses 2015: $2,218,399Net Income 2015: $428,7142015Revenue 2016: $2,187,788Expenses 2016: $2,584,034Net Income 2016: -$396,2462016Revenue 2017: $2,917,193Expenses 2017: $2,718,648Net Income 2017: $198,5452017Revenue 2018: $3,394,018Expenses 2018: $1,881,048Net Income 2018: $1,512,9702018Revenue 2019: $2,529,465Expenses 2019: $1,991,435Net Income 2019: $538,0302019Revenue 2020: $2,158,200Expenses 2020: $2,164,260Net Income 2020: -$6,0602020Revenue 2021: $3,421,173Expenses 2021: $2,310,004Net Income 2021: $1,111,1692021Revenue 2022: $3,567,177Expenses 2022: $2,946,263Net Income 2022: $620,9142022Revenue 2023: $2,863,082Expenses 2023: $2,746,154Net Income 2023: $116,9282023Revenue 2024: $3,176,761Expenses 2024: $2,579,423Net Income 2024: $597,3382024

Highlighted filing

2024

Revenue$3,176,761
Expenses$2,579,423
Net Income$597,338
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$6,971,469
Liabilities
$415,914
Net assets
$6,555,555
Revenue
$3,176,761
Expenses
$2,579,423
Net income
$597,338
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.97$0.42$6.56$3.18$2.58$0.60
2023Summary only. Only limited summary data is available for this year.$6.64$0.79$5.85$2.86$2.75$0.12
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.80$0.79$6.00$3.57$2.95$0.62
2021Summary only. Only limited summary data is available for this year.$6.23$0.84$5.39$3.42$2.31$1.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.07$0.80$4.27$2.16$2.16$0.01
2019Summary only. Only limited summary data is available for this year.$4.81$0.53$4.28$2.53$1.99$0.54
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.07$0.33$3.73$3.39$1.88$1.51
2017Summary only. Only limited summary data is available for this year.$2.60$0.37$2.22$2.92$2.72$0.20
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.22$0.24$1.98$2.19$2.58$0.40
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.55$0.16$2.39$2.65$2.22$0.43
2014Detailed filing. Detailed filing data is available for this year.$2.10$0.13$1.96$2.58$2.01$0.56
2013Detailed filing. Detailed filing data is available for this year.$1.60$0.20$1.40$1.74$1.66$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.47$0.15$1.32$1.81
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.54$0.17$1.37$1.88
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.76$0.39$1.37$1.97
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$3,186,585
Mission and Program Overview

Mission

We bring people together to strengthen Natividad, the one place that safeguards the lives and livelihoods of everyone in Monterey County. We develop innovative programs like indigenous interpreting+, provide specialized medical technology, enhance the County's state-of-the-art Trauma Center and support its high-quality rehabilitation center. Our partnerships with funders, community leaders and the medical center transform health care into solutions that heal people and unite our communities.

Brings people together to strengthen natividad and create a healthier community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$5,699,925$6,063,222▲ $363,297
Pledges and Grants Receivable$260,257$479,718▲ $219,461
Cash and Non-Interest-Bearing Accounts$507,927$348,466▼ $159,461
Accounts Receivable$73,292$0▼ $73,292
Land, Buildings, and Equipment, Net$1,868$16,722▲ $14,854
Prepaid Expenses and Deferred Charges$13,209$14,913▲ $1,704
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$6,643,103$6,971,469▲ $328,366
Other Assets Total$86,625$48,428▼ $38,197
Liabilities
Accounts Payable and Accrued Expenses$74,519$202,313▲ $127,794
Other Liabilities$584,369$172,509▼ $411,860
Deferred Revenue$136,016$41,092▼ $94,924
Total Liabilities$794,904$415,914▼ $378,990
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,096,980$4,449,831▲ $352,851
Net Assets Without Donor Restrictions$1,751,219$2,105,724▲ $354,505
Total Net Assets Fund Balance$5,848,199$6,555,555▲ $707,356
Total Liabilities and Net Assets / Fund Balance$6,643,103$6,971,469▲ $328,366

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$13,697$7,863$21,560
Other Land Buildings$3,025$5,962$8,987
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charles HarrisDirector-$240,670$47,435$288,105
Lisa RicoDirector of OperationsFT$111,698$25,758$137,456

Board Members and Trustees

NameTitle
Jeffrey BassChairman
Jennifer WilliamsPresident & CEO
Ted LoronoVice Chairman
Jennifer HollingsworthDirector
Julianne DeanDirector
Marcia AtkinsonDirector
Minerva PerezDirector
Patricia RodriguezDirector
Craig WallsSecretary
Sheri ClineTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,824,935
Program Service Revenue
$43,333
Investment Income
$232,027
Other Revenue
$76,466
All Other Contributions
$1,907,575
Change in Net Assets
$597,338

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,176,761
Revenue Not Reported on Form 990
$-33,658
Total Revenue per Audited Statements
$3,143,103
Total Revenue per Form 990
$3,176,761
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,190,865
Grants and Similar Amounts Paid$852,109
Total Fundraising Expense$554,245
Other Expenses$536,449
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$852,109--$852,109
Other Salaries and Wages$318,485$109,752$138,313$566,550
Current Officers, Directors, Trustees, and Key Employees$57,621$86,431$144,053$288,105
Other Employee Benefits$116,148$67,151$47,513$230,812
Payroll Taxes$30,841$13,723$20,692$65,256
Office Expenses$589$46,206$14,166$60,961
Fees for Services Accounting-$50,248-$50,248
Advertising-$434$47,572$48,006
Pension Plan Contributions$14,185$10,707$15,250$40,142
All Other Expenses-$5,952$34,017$39,969
Other Expenses$151,841$49,550$38,996$38,996
Fees for Services Other-$30,849$425$31,274
Insurance-$10,146-$10,146
Depreciation Depletion$679$1,531$146$2,356
Total Functional Expenses$1,542,498$482,680$554,245$2,579,423

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,579,423
Total Expenses per Audited Statements$2,544,035
Expenses per Audited Statements$2,522,435
Expenses Not Reported on Financial Statements$56,988
Other Expense Adjustments$56,988
Expenses Not Reported on Form 990$21,600
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Natividad Medical CenterSalinas, CAN/a - GovFunds Collected for Hospital$852,109
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$86,000
Gaming Direct Expenses$9,824
Fundraising Gross Income$290
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Donor Event$17,000---
Total Events$17,000---
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Nmc$159,530
Lease Liability$12,979
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“There are no committees with authority to act on behalf of the governing board.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is presented and explained by the firm preparing the tax return to the foundation management staff and chair of the audit committee natividad medical foundation 77-0194989 at least one month prior to the filing date. The form 990 is made available to the entire board prior to filing with the irs.”

Form 990, Part VI, Section B, Line 12C

“An actual or potential conflict of interest occurs when a board member or an employee is in a position to influence a decision that may result in personal gain or gain for a relative as a result of natividad foundation business dealings. For the purpose of this policy, a relative is any person who is related by blood or marriage, or whose relationship with the board member or employee is similar to that of persons who are related by blood or marriage. No presumption of a conflict is created by the mere existence of a relationship with outside firms. However, if a board member or an employee has any influence on any material business transactions, it is imperative that he or she discloses to an officer of the organization as soon as possible the existence of any actual or potential conflict of interest so that safeguards can be established to protect all parties.”

Form 990, Part VI, Section B, Line 15B

“The board of directors secured an outside firm to conduct a compensation study to determine the compensation of the foundation employees. The compensation study was conducted by an independent firm using comparability data.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Natividad Medical Foundation
EIN
77-0194989
Phone
8317554187
Address
PO BOX 4427, SALINAS, CA 93912

Signing Officer

Name
Sheri Cline
Title
Treasurer
Signed
2025-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Williams
Formed
1988
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
0
Employees
12
Volunteers
50

Preparer

Firm
Hutchinson and Bloodgood LLP
Address
579 Auto Center Drive, Watsonville, CA 95076
Preparer
Kimbra Said CPA
Phone
8317242441
Supplemental Narrative

Financial Statement Notes

Part III, Line 1A: If organization elected under SFAS 116 to not report are, historical treasures, O

“The artwork and photography collections, which were acquired through purchases and contributions, are not recognized as assets on the statement of financial position. Purchases of collection items are recorded as decreases in net assets with restrictions in the year in which the items are acquired. Contributed collection items are not reflected on the financial statements. The foundation's collection is made up of photography by scott campbell and dan cronin and a mural painted by jose ortiz. Each of the items is catalogued, preserved, and cared for, and activities verifying their existence and assessing their condition are performed continuously. The collection will not be used to pay for the costs of or to serve as collateral for the foundation's operating and/or capital costs. Contributions of artwork that are not suitable for display at natividad medical center are recorded as assets held for sale.”

Part III, Line 4: Description of organization'S collections and how it furthers its purpose.

“The foundation's collection is made up of photography by scott campbell and dan cronin and a mural painted by jose ortiz. The collection is used to enhance the appearance of the hospital.”

Part X : FIN48 Footnote

“As a tax-exempt nonprofit organization, the foundation is exempt from federal income tax under section 501(c)(3) of the internal revenue code (irc) and from state franchise tax under california revenue and taxation code section 23701(d) but is subject to taxes on unrelated business income when earned. Management has considered its tax positions and believes that all of the positions taken in its federal and state exempt organization tax returns are more-likely-than-not to be sustained upon examination. The foundation's returns are subject to examination by federal and state taxing authorities, generally for three years and four years, respectively, after they are filed.”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“FUNDRAISING $56988”

Raw XML AppendixShowing 400 of 657 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0BRINGS PEOPLE TOGETHER TO STRENGTHEN NATIVIDAD AND CREATE A HEALTHIER COMMUNITY.
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IRS990/Desc0FUNDS WERE GRANTED TO SATISFY RESTRICTIONS PLACED ON CONTRIBUTIONS INCLUDING SUPPORT FOR MEDICAL EQUIPMENT, SPIRITUAL CARE, ASSISTANCE FOR SURVIVORS OF VIOLENT CRIMES, MEDICAL STAFF EDUCATION, AND BASIC NEEDS LIKE PATIENT TRANSPORTATION, MEDICATIONS, CLOTHES, EMERGENCY SHELTER ASSISTANCE, AND TRANSPORTATION ASSISTANCE (FOOD AND GAS VOUCHERS). - CONTINUED FUNDRAISING BY THE AGRICULTURAL LEADERSHIP COUNCIL (TALC) WHOSE COMBINED MEMBERS HAVE DONATED MORE THAN $5.1 MILLION TO NATIVIDAD FOUNDATION SINCE 2010 FOR MEDICAL EQUIPMENT AND CROSS-CULTURAL INITIATIVES. OVER 700 PIECES OF CRITICAL MEDICAL EQUIPMENT HAVE BEEN PURCHASED WITH TALC FUNDS FOR DIFFERENT NATIVIDAD UNITS. - CONTINUED TO FUND CHOICE, A VIOLENCE INTERVENTION AND PREVENTION PROGRAM MODELED AFTER THE PROVEN UNIVERSITY OF CALIFORNIA, SAN FRANCISCOS WRAPAROUND PROJECT AT SAN FRANCISCO GENERAL HOSPITAL. THE CHOICE PROGRAM PROVIDES SERVICES TO OVER 200 SURVIVORS OF VIOLENT CRIMES YEARLY. RE-INJURY RATE FOR VICTIMS OF VIOLENCE PARTICIPATING IN CHOICE HAS BEEN MAINTAINED AT 1% 2% IN THE PAST EIGHT YEARS, COMPARED TO THE 5-YEAR NATIONAL AVERAGE OF 44%.- WITH DONATIONS FROM EMPLOYEES OF MONTEREY COUNTY AND A COMBINATION OF GRANTS, NATIVIDAD FOUNDATION CONTINUED TO MEET URGENT, BASIC MEDICAL NEEDS FOR VULNERABLE PATIENTS, INCLUDING UNHOUSED PEOPLE, WOMEN, CHILDREN, AND PEOPLE LIVING WITH HIV/AIDS. FUNDS HELPED WITH THE MOST BASIC NEEDS, INCLUDING FOOD, CLOTHING, MEDICATION, EMERGENCY SHELTER, AND TRANSPORTATION FOR UNHOUSED OR UNDERSERVED PATIENTS IN THE EMERGENCY DEPARTMENT AND MENTAL HEALTH UNIT, AMONG OTHERS; VICTIMS OF CHILD ABUSE AND NEGLECT AT THE CHILD ADVOCACY CENTER; AND MOTHERS AND BABIES AT THE LABOR & DELIVERY AND MOTHER-INFANT UNITS.- WITH ELEVENTH YEAR OF GRANT FUNDING FROM THE COMMUNITY FOUNDATION FOR MONTEREY COUNTY, PROVIDED DIABETES PREVENTION EDUCATION TO 164 LOW-INCOME ADULTS, WITH OVER A 63% RETENTION RATE, THROUGHOUT MONTEREY COUNTY THROUGH 5 STEPS TO PREVENT DIABETES PROGRAM IN A TWO-YEAR PERIOD 5 STEPS CONTINUES TO DEMONSTRATE MEANINGFUL POSITIVE CHANGES IN LIFESTYLE BEHAVIORS CORRELATED WITH REDUCING THE RISK OF DEVELOPING DIABETES, INCLUDING INCREASED CONSUMPTION OF FRUITS AND VEGETABLES; INCREASED DAILY PHYSICAL ACTIVITY; AND INCREASED USE OF STRATEGIES TO EAT HEALTHFULLY WITH A LIMITED INCOME.- THROUGH NATIVIDAD FOUNDATION, THE HOSPITAL CONTINUED ITS HEALTH PROMOTION PROGRAM ACTIVITIES THROUGH THE AMERICAN ASSOCIATION OF DIABETES EDUCATORS-ACCREDITED DIABETES EDUCATION CENTER. THE DIABETES EDUCATION CENTER IS THE FIRST AND ONLY CENTER OF ITS KIND IN MONTEREY COUNTY PROVIDING A FREE, CULTURALLY APPROPRIATE, LOW LITERACY, DIABETES PREVENTION EDUCATION PROGRAM FOCUSING ON UNDERSERVED YOUTH AND ADULTS WITH DIABETES TYPES 1 AND 2, WOMEN WITH GESTATIONAL DIABETES AND INDIVIDUALS WITH PRE-DIABETES. CLIENTS OF THE DIABETES EDUCATION CENTER ARE PRIMARILY LATINO (92%), SPANISH-SPEAKING (61%) AGRICULTURAL WORKERS.- CONTINUED TO ASSIST THE SPIRITUAL CARE PROGRAM WITH THE FULL-TIME SPIRITUAL CARE ADVISOR, WHO IS COMMITTED TO ENSURING THE EMOTIONAL AND SPIRITUAL CARE NEEDS OF PATIENTS, THEIR LOVED ONES, AND HOSPITAL STAFF ARE MET.
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