HEALTH IMPROVEMENT PARTNERSHIP OF … - Form 990 Financial Data

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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

2004

Legal Domicile

Principal Officer

MARITZA LARA

Phone

8313051060

Tax Period

2024-07-01 to 2025-06-30

HEALTH IMPROVEMENT PARTNERSHIP OF SANTA CRUZ COUNTY, founded in 2004, is a community nonprofit in the Health Care sector that reported $3.1M in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $2.8M left a modest 10% surplus.

Mission

TO UNITE PUBLIC AND PRIVATE HEALTH CARE PROVIDERS AND KEY COMMUNITY STAKEHOLDERS TO PROMOTE HIGH-QUALITY, HIGH-VALUE, AND PATIENT-CENTERED CARE FOR ALL MEMBERS OF THE SANTA CRUZ COMMUNITY WITH A FOCUS ON THE SAFETY NET.

Program Service Accomplishments

Program 1

Expenses: $185,043 Revenue: $35,972

POPULATION IN HEALTH-PROGRAM ACTIVITIES RELATED TO POPULATION HEALTH INCLUDED HEP-C RELATED CONVENINGS AND ADVERSE CHILDHOOD EXPERIENCES WORK IN PARTNERSHIP WITH THE COUNTY HEALTH SERVICES AGENCY.

Program 2

Expenses: $490,568 Revenue: $636,231

SAFERX SANTA CRUZ COUNTY BRINGS TOGETHER PATIENTS, HEALTHCARE PROVIDERS, BEHAVIORAL HEALTH PRACTITIONERS, PREVENTION PARTNERS, AND THE COMMUNITY BASED ORGANIZATIONS TO DECREASE MISUSE AND DEATHS...

SAFERX SANTA CRUZ COUNTY BRINGS TOGETHER PATIENTS, HEALTHCARE PROVIDERS, BEHAVIORAL HEALTH PRACTITIONERS, PREVENTION PARTNERS, AND THE COMMUNITY BASED ORGANIZATIONS TO DECREASE MISUSE AND DEATHS RELATED TO PRESRIPTION PAIN MEDICATIONS. DRIVEN BY COMMITMENTS TO HEALTH, SAEFTY AND COMPASSION, REPRESENTATIVES FROM FIFTEEN AGENCIES COMPRISE THE INTERDISCIPLINARY STEERING COMMITTEE.

Program 3

Expenses: $70,942 Revenue: $62,499

COMPLEX CARE-COMPLEX CARE COORDINATION-HIPS ROLE IS TO LEAD SUSTAINABLE SYSTEMS CHANGE TO ADVANCE CARE COORDINATION FOR OUR MOST VULNERABLE RESIDENTS. HIP CONVENES PARTNERS TO TACKLE THE CHALLENGES OF COMPLEX CARE COORDINATION ACROSS MULTIPLE CARE SETTINGS INCLUDING THE HOSPITAL, CLINICS, MENTAL HEALTH AND SUBSTANCE USE DISORDER TREATMENT AND HOUSING AGENCIES. WE ARE ALSO CREATING A FORUM TO TEST AND PREPARE FOR THE CA HEALTH HOMES PROGRAM.

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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 (2024)

Revenue Breakdown

Contributions & Grants $302,000

Program Service Revenue $2,756,175

Investment Income $828

Other Revenue $15,312

TOTAL REVENUE $3,074,315

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,269,104

Fundraising Expenses $1,495

Program Expenses $2,127,039

Other Expenses $1,492,560

TOTAL EXPENSES $2,761,664

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,074,315	$2,549,325	+0.2%
Expenses	$2,761,664	$1,986,557	+0.4%
Net Income	$312,651	$562,768	-0.4%

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

Volunteers

N/A

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

Total Directors

Key Employees

$159,343

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Maritza Lara	Executive Director	40.00	Key Emp Highest	$159,343	$0	$159,343
Anita Aguirre	President	0.25	Officer Director	$0	$0	$0
Michael Schrader	Vice President	0.25	Officer Director	$0	$0	$0
Cathy Conway	Treasurer	0.25	Officer Director	$0	$0	$0
Greg Whitley MD	Secretary	0.25	Officer Director	$0	$0	$0
Monica Morales	Member at Large	0.25	Director	$0	$0	$0
Stephen Gray	Member at Large	0.25	Director	$0	$0	$0
Adrienne Saxton MPH CHES	Director	0.25	Director	$0	$0	$0
DeAndre James	Director	0.25	Director	$0	$0	$0
Lisa Hernandez MD	Director	0.25	Director	$0	$0	$0
Laura Marcus	Director	0.25	Director	$0	$0	$0
Anne-Marie Jackson MD	Director	0.25	Director	$0	$0	$0
Amber Williams	Director	0.25	Director	$0	$0	$0
Jasmine Najera	Director	0.25	Director	$0	$0	$0
Melissa Burke	Director	0.25	Director	$0	$0	$0
Amy Peeler	Director	0.25	Director	$0	$0	$0
Randy Morris	Director	0.25	Director	$0	$0	$0
Donna Young	Director	0.25	Director	$0	$0	$0
Evelyn Tran	Director	0.25	Director	$0	$0	$0
Patrick Shields MD	Director	0.25	Director	$0	$0	$0
Stephanie Connor Kent RN MN	Director	0.25	Director	$0	$0	$0
Suzette Reuschel-DiVirgilio	Programs Director	40.00	Highest	$135,053	$0	$135,053
Margaux Lazarin MD	Director	0.25	Director	$0	$0	$0
Teresa Sarlitto	Director	0.25	Director	$0	$0	$0
Yvette Brooks	Director	0.25	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	$3,074,315	$2,761,664	$1,642,541	$312,651
2024	$2,549,325	$1,986,557	$1,404,679	$562,768
2023	$1,766,832	$1,881,721	$925,131	$-114,889
2022	$1,644,004	$2,007,650	$889,781	$-363,646
2021	$2,148,818	$1,592,191	$1,260,703	$556,627
2020	$1,195,859	$1,331,749	$881,138	$-135,890
2019	$1,034,723	$1,162,236	$762,759	$-127,513
2018	$1,129,329	$793,692	$873,498	$335,637

HEALTH IMPROVEMENT PARTNERSHIP OF SANTA CRUZ COUNTY