Care Access of Silicon Valley (EIN 020652916) - Form 990 Financial Analysis & Trantor Score

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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

2003

Legal Domicile

Phone

4083503200

Tax Period

2024-07-01 to 2025-06-30

Care Access of Silicon Valley, founded in 2003, is a small nonprofit in the Diseases & Disorders sector that reported $316K in total revenue in fiscal year 2024. The organization ran a surplus of $170K, a strong 54% operating margin.

Mission

Provide support and assistance to Sourcewise, a non-profit, public benefit corporation.

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $315,800

TOTAL REVENUE $315,800

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $138,523

Other Expenses $145,712

TOTAL EXPENSES $145,712

Year-over-Year Comparison

	2024	2023	Change
Revenue	$315,800	$306,117	+0.0%
Expenses	$145,712	$97,155	+0.5%
Net Income	$170,088	$208,962	-0.2%

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

N/A

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jeff Tepper	President	2.00	Officer Director	$0	$0	$0
Sonya Casares	Vice President	2.00	Officer Director	$0	$0	$0
Matthew Woodruff	Treasurer	2.00	Officer Director	$0	$0	$0
Robert MacLaughlin	Board Member	2.00	Director	$0	$0	$0
Heather Severson-Tanez	Board Member	2.00	Director	$0	$0	$0
Michal Ann Mendoza	Board Member	2.00	Director	$0	$0	$0
Maureen Heath	Board Member	2.00	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	$315,800	$145,712	$3,043,622	$170,088
2024	$306,117	$97,155	$3,457,908	$208,962
2023	$297,251	$98,028	$3,343,203	$199,223
2022	$288,544	$104,235	$3,358,634	$184,309
2021	$280,140	$118,726	$3,237,701	$161,414
2020	$175,676	$256,445	$3,204,704	$-80,769
2019	$174,065	$248,287	$3,298,652	$-74,222
2018	$355,151	$463,212	$3,505,810	$-108,061

Care Access of Silicon Valley