FREE CLINIC OF SIMI VALLEY

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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

1971

Legal Domicile

Principal Officer

FRED BAUERMEISTER

Phone

8055223733

Tax Period

2023-01-01 to 2023-12-31

FREE CLINIC OF SIMI VALLEY, founded in 1971, is a community nonprofit in the Health Care sector that reported $1.1M in total revenue in fiscal year 2023. Revenue surged 100% from the prior year, signaling strong growth momentum. The organization ran a surplus of $511K, a strong 45% operating margin.

Mission

TO PROVIDE MEDICAL CARE, COUNSELING, DENTAL AND LEGAL ASSISTANCE TO INDIVIDUALS AND FAMILIES, REGARDLESS OF THEIR ABILITY TO PAY. THIS INCLUDES THOSE OF ALL AGES, ETHNICITIES, RELIGIONS AND SOCIOECONOMIC BACKGROUNDS, WHO ARE UNABLE TO USE TRADITIONAL SOURCES WITHIN THE COMMUNITY

Program Service Accomplishments

Program 1

Expenses: $147,594 Revenue: $32,359

MEDICAL

Program 2

Expenses: $150,849 Revenue: $28,618

FAMILY COUNSELING SERVICES

Program 3

Expenses: $182,600 Revenue: $51,182

DENTAL SERVICES

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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 (2023)

Revenue Breakdown

Contributions & Grants $984,523

Program Service Revenue $116,894

Investment Income $7,271

Other Revenue $21,397

TOTAL REVENUE $1,130,085

Expense Breakdown

Grants Paid $0

Salaries & Benefits $303,379

Fundraising Expenses $60,466

Program Expenses $481,043

Other Expenses $315,496

TOTAL EXPENSES $618,875

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,130,085	$564,349	+1.0%
Expenses	$618,875	$530,737	+0.2%
Net Income	$511,210	$33,612	+14.2%

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

Volunteers

152

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

$80,693

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MAGGIE KESTLY	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
HARRY VANDYCK	DIRECTOR	1.00	Director	$0	$0	$0
FRED BAUERMEISTER	EXECUTIVE DIRECTOR	40.00	Director	$80,693	$0	$80,693
PHYLLIS WILSON MA MFT	DIRECTOR	1.00	Director	$0	$0	$0
VINCENT DULCICH	PRESIDENT	1.00	Officer Director	$0	$0	$0
POLLY VLASSIC	DIRECTOR	1.00	Director	$0	$0	$0
BJ ADERSON	SECRETARY	1.00	Officer Director	$0	$0	$0
CURT WITEBY	DIRECTOR	1.00	Director	$0	$0	$0
KELLY ANN GAINES	TREASURER	1.00	Officer Director	$0	$0	$0
JOHN LINDSEY	DIRECTOR	1.00	Director	$0	$0	$0
JILL HANEY	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
SYLVIA FOWLER	DIRECTOR	1.00	Director	$0	$0	$0
KATHERINE HILLARD	DIRECTOR	1.00	Director	$0	$0	$0
TOM KUDLICK	DIRECTOR	1.00	Director	$0	$0	$0
JONATHAN KUROHARA MD	VICE PRESIDENT	1.00	Director	$0	$0	$0
REV RON HYRCHUK	HONORARY BAORD MEMEBER	1.00	Officer	$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
2024	No data	No data	No data	No data
2023	$1,130,085	$618,875	$3,211,509	$511,210
2022	$564,349	$530,737	$2,700,727	$33,612
2021	$772,702	$465,933	$2,666,950	$306,769
2020	$1,073,810	$417,957	$2,561,422	$655,853
2019	$1,631,693	$476,786	$1,703,404	$1,154,907
2018	$460,263	$472,423	$691,635	$-12,160