BARTZ-ALTADONNA COMMUNITY HEALTH CENTER (EIN 273261289) - 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

2010

Legal Domicile

Principal Officer

MARY CUMMINGS

Phone

6618744050

Tax Period

2023-01-01 to 2023-12-31

BARTZ-ALTADONNA COMMUNITY HEALTH CENTER, founded in 2010, is a mid-sized nonprofit in the Health Care sector that reported $26.5M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $5.3M, a strong 20% operating margin.

Mission

A STATE-LICENSED CLINIC THAT PROVIDES COMPREHENSIVE PRIMARY MEDICAL CARE, INCLUDING WOMEN'S CARE, FOR LOW-INCOME, UNINSURED, UNDERINSURED, AND HOMELESS PERSONS.

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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 $3,870,986

Program Service Revenue $22,219,264

Investment Income $360,826

Other Revenue $29,248

TOTAL REVENUE $26,480,324

Expense Breakdown

Grants Paid $0

Salaries & Benefits $14,756,469

Fundraising Expenses $0

Program Expenses $19,398,126

Other Expenses $6,471,013

TOTAL EXPENSES $21,227,482

Year-over-Year Comparison

	2023	2022	Change
Revenue	$26,480,324	$23,028,141	+0.1%
Expenses	$21,227,482	$17,314,252	+0.2%
Net Income	$5,252,842	$5,713,889	-0.1%

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

187

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

$900,620

Total Directors

Key Employees

$291,179

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LIVIA PETERSON	PRESIDENT	2.00	Officer Director	$0	$0	$0
RICCARDO MANSON	BOARD MEMBER	2.00	Director	$0	$0	$0
DAN ANGEL	TREASURER	2.00	Officer Director	$0	$0	$0
SUSAN GUTIERREZ	BOARD MEMBER	2.00	Director	$0	$0	$0
ROBERT WEBB	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
TAMARA BINNS	BOARD MEMBER	2.00	Director	$0	$0	$0
ALBERTINA THORNTON	BOARD MEMBER	2.00	Director	$0	$0	$0
ISMENE HERNANDEZ	SECRETARY	2.00	Officer Director	$0	$0	$0
SONIA HICKS	BOARD MEMBER	2.00	Director	$0	$0	$0
MARY CUMMINGS	CHIEF EXECUTIVE DIRECTOR	40.00	Officer	$605,909	$29,906	$635,815
JO VASQUEZ	CFO UNTIL 09/2024	40.00	Officer	$240,626	$24,179	$264,805
PAMELA GRIFFIN	CDO	40.00	Key Emp	$269,830	$21,349	$291,179
CARL HAYES	PROVIDER	40.00	Highest	$272,302	$0	$272,302
AN-CHIH HSIEH	PROVIDER	40.00	Highest	$322,578	$14,681	$337,259
AYESHA OGLE	PROVIDER	40.00	Highest	$313,170	$19,310	$332,480
ASHRUTA PATEL	PROVIDER	40.00	Highest	$558,068	$19,046	$577,114
TABBA LARAIB	PROVIDER	40.00	Highest	$422,410	$36,087	$458,497

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	$26,480,324	$21,227,482	$35,281,822	$5,252,842
2022	$23,028,141	$17,314,252	$22,288,735	$5,713,889
2021	$18,010,322	$15,066,512	$15,706,361	$2,943,810
2020	$16,221,644	$12,410,446	$12,861,079	$3,811,198
2019	$9,491,722	$8,457,221	$6,629,457	$1,034,501
2018	$6,802,104	$7,050,493	$5,535,846	$-248,389

BARTZ-ALTADONNA COMMUNITY HEALTH CENTER