UNITED FAMILY PRACTICE HEALTH CENTER (EIN 270052697) - 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

Principal Officer

DAVE THORSEN

Phone

6517589500

Tax Period

2023-01-01 to 2023-12-31

UNITED FAMILY PRACTICE HEALTH CENTER, founded in 2003, is a community nonprofit in the Health Care sector that reported $8.9M in total revenue in fiscal year 2023. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $14.5M exceeded revenue, resulting in a 64% operating deficit.

Mission

TO PROVIDE CLINICAL HEALTH, BEHAVIORAL HEALTH, DENTAL, AND SUPPORTING SERVICES AS A FQHC TO MEDICALLY UNDERSERVED AND UNDERINSURED PATIENTS.

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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 $2,585,339

Program Service Revenue $5,174,794

Investment Income $65,956

Other Revenue $1,064,097

TOTAL REVENUE $8,890,186

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,449,211

Fundraising Expenses $547,063

Program Expenses $10,553,754

Other Expenses $5,099,238

TOTAL EXPENSES $14,548,449

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,890,186	$11,667,376	-0.2%
Expenses	$14,548,449	$15,323,198	-0.1%
Net Income	$-5,658,263	$-3,655,822	+0.5%

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

136

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

$644,137

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ZACK RYAN	TREASURER	1.00	Officer Director	$0	$0	$0
KAREN GRIES	PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVID BAKER	SECRETARY	1.00	Officer Director	$0	$0	$0
STEPHEN GUMNIT	DIRECTOR	1.00	Director	$0	$0	$0
MARIA MACWILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
DAYMOND DEAN	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTIAN PARKER	DIRECTOR	1.00	Director	$0	$0	$0
ANTHONY COGNETTA	DIRECTOR	1.00	Director	$0	$0	$0
ERIC BLUM	FORMED CFO (LEFT APRIL 2023)	40.00	Officer	$67,307	$12,958	$80,265
KEVIN O'BRIEN	FORMED COO (LEFT MAY 2023)	40.00	Officer	$46,082	$23,601	$69,683
LORI ZOOK	CFO	40.00	Officer	$89,115	$5,614	$94,729
DAVID THORSON	CEO	80.00	Officer	$126,813	$9,184	$135,997
CARMEL WHITE	CHIEF OF STAFF	40.00	Officer	$101,534	$15,132	$116,666
MARY YANG	CCO	40.00	Officer	$123,244	$23,553	$146,797
PHOUNG-GIANG T PHAM	DDS	40.00	Highest	$161,066	$45,549	$206,615
XOUA THAO	MD	40.00	Highest	$175,446	$62,843	$238,289
SCOTT TONGEN	MD	40.00	Highest	$210,031	$28,764	$238,795
BERNADETTE QUADLING	CMO	32.00	Highest	$166,885	$33,626	$200,511
LACY BRICK	CAO	40.00	Highest	$135,866	$40,025	$175,891

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	$8,890,186	$14,548,449	$12,512,893	$-5,658,263
2022	$11,667,376	$15,323,198	$18,078,722	$-3,655,822
2021	$14,233,034	$15,016,807	$22,572,994	$-783,773
2020	$16,474,993	$16,347,842	$23,538,534	$127,151
2019	$17,559,787	$17,113,993	$22,684,328	$445,794

UNITED FAMILY PRACTICE HEALTH CENTER