PATIENT-CENTERED PRIMARY CARE FOUNDATION (EIN 262012436) - 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

2008

Legal Domicile

Principal Officer

ANN GREINER

Phone

2024172074

Tax Period

2024-01-01 to 2024-12-31

PATIENT-CENTERED PRIMARY CARE FOUNDATION, founded in 2008, is a community nonprofit in the Health Care sector that reported $1.8M in total revenue in fiscal year 2024.

Mission

ADVANCE AN EFFECTIVE AND EFFICIENT HEALTH SYSTEM BUILT ON A STRONG FOUNDATION OF PRIMARY CARE AND THE PATIENT-CENTERED MEDICAL HOME.

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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 $967,893

Program Service Revenue $786,276

Investment Income $47,615

Other Revenue $0

TOTAL REVENUE $1,801,784

Expense Breakdown

Grants Paid $0

Salaries & Benefits $904,036

Fundraising Expenses $0

Program Expenses $1,339,377

Other Expenses $845,481

TOTAL EXPENSES $1,749,517

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,801,784	$1,700,994	+0.1%
Expenses	$1,749,517	$1,623,478	+0.1%
Net Income	$52,267	$77,516	-0.3%

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

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

$329,195

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SEAN HOGAN	CHAIR	0.50	Officer Director	$0	$0	$0
SUSAN MCDANIEL	VICE CHAIR	0.50	Officer Director	$0	$0	$0
LISA GABLES	FINANCE CHAIR	0.50	Officer Director	$0	$0	$0
MARK DEL MONTE	PAST CHAIR	0.50	Director	$0	$0	$0
ROBERT CHESTNUT	DIRECTOR	0.50	Director	$0	$0	$0
SUSAN EDGMAN-LEVITAN	DIRECTOR	0.50	Director	$0	$0	$0
CLIVE FIELDS	DIRECTOR	0.50	Director	$0	$0	$0
SINSI HERNANDEZ-CANCIO	DIRECTOR	0.50	Director	$0	$0	$0
SHAWN MARTIN	DIRECTOR	0.50	Director	$0	$0	$0
DARILYN MOYER	DIRECTOR	0.50	Director	$0	$0	$0
DOROTHY SIEMON	DIRECTOR	0.50	Director	$0	$0	$0
BRANDON WILSON	DIRECTOR	0.50	Director	$0	$0	$0
RAVI KAVASERY	DIRECTOR	0.50	Director	$0	$0	$0
ANN GREINER	PRESIDENT AND CEO	40.00	Officer	$298,700	$30,495	$329,195
LARRY MCNEELY	POLICY DIRECTOR	40.00	Highest	$125,600	$25,631	$151,231
THOMAS DIDIER	SENIOR COMMUNICATIONS MANAGER	40.00	Highest	$111,000	$12,662	$123,662

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	$1,801,784	$1,749,517	$2,694,861	$52,267
2023	$1,700,994	$1,623,478	$1,596,188	$77,516
2022	$1,559,727	$1,498,433	$1,855,976	$61,294
2021	$1,523,296	$1,215,997	$1,330,235	$307,299
2020	$1,338,846	$1,217,918	$1,028,562	$120,928
2019	$1,953,469	$1,836,768	$1,000,143	$116,701
2018	$2,010,646	$1,944,025	$824,706	$66,621

PATIENT-CENTERED PRIMARY CARE FOUNDATION