IMPERIAL BEACH COMMUNITY CLINIC (EIN 237209592) - 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

1971

Legal Domicile

Principal Officer

IBCC

Phone

6196285569

Tax Period

2023-07-01 to 2024-06-30

IMPERIAL BEACH COMMUNITY CLINIC, founded in 1971, is a mid-sized nonprofit that reported $15.6M in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum.

Mission

The mission of the organization is to operate health clinics to provide primary healthcare to people of all ages in Imperial Beach and Southwest San Diego County. We always place emphasis on patient satisfaction in a culturally sensitive environment, with focus on the underserved and vulnerable populations in order to improve the overall health status of residents.

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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 $3,216,458

Program Service Revenue $12,146,664

Investment Income $37,119

Other Revenue $225,471

TOTAL REVENUE $15,625,712

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,703,337

Fundraising Expenses $0

Program Expenses $11,736,927

Other Expenses $4,765,786

TOTAL EXPENSES $15,469,123

Year-over-Year Comparison

	2023	2022	Change
Revenue	$15,625,712	$12,480,541	+0.3%
Expenses	$15,469,123	$13,290,426	+0.2%
Net Income	$156,589	$-809,885	-1.2%

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

149

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

$272,808

Total Directors

Key Employees

$693,984

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Courtney Summers Day	CMO	40	Key Emp	$257,056	$0	$257,056
Anish Dhamija	Dir of BH	40	Key Emp	$250,000	$0	$250,000
Sretenka Dokich	MD	40	Highest	$213,683	$0	$213,683
Dana Ryan	MD	40	Highest	$199,727	$0	$199,727
Carole Veloso	CEO	40	Officer	$188,047	$0	$188,047
Clarissa Damasco	Dir of Dental	40	Key Emp	$186,928	$0	$186,928
Benjamin Van Pratt Levin	MD	40	Highest	$182,029	$0	$182,029
Andres Casallas Buitrago	MD	40	Highest	$151,109	$0	$151,109
Chinyere Opara	MD	40	Highest	$149,090	$0	$149,090
Julie Schwab	CFO	40	Officer	$84,761	$0	$84,761
Clinton Wiese	CFO	40		$35,652	$0	$35,652
Venissa Valenzuela	Director	1	Director	$0	$0	$0
Victoria Gonzalez Rivera	Vice Chair	1	Director	$0	$0	$0
Bertha Hernandez	Director	1	Director	$0	$0	$0
Lisa Silvestro	Director	1	Director	$0	$0	$0
Henry Santellanes	Director	1	Director	$0	$0	$0
Mary Coates	Director	1	Director	$0	$0	$0
Monica Jaikaran	Board Chair	1	Director	$0	$0	$0
Michael Dullea	Board Treasurer	1	Director	$0	$0	$0
Michelle Gutierrez Mendoza	Director	1	Director	$0	$0	$0
Robert Carrillo	Director	1	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	No data	No data	No data	No data
2024	$15,625,712	$15,469,123	$10,751,291	$156,589
2023	$12,480,541	$13,290,426	$9,037,855	$-809,885
2022	$13,454,067	$13,839,785	$10,557,250	$-385,718
2021	$12,639,658	$12,633,303	$11,102,441	$6,355
2020	$10,968,249	$10,789,133	$11,980,984	$179,116
2019	$9,276,989	$9,446,107	$10,904,488	$-169,118

IMPERIAL BEACH COMMUNITY CLINIC