OBRIA MEDICAL CLINICS OF SOUTHERN CALIFORNIA INC (EIN 330150193) - 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

1985

Legal Domicile

Principal Officer

HENRY W TAYLOR

Phone

7147909494

Tax Period

2023-01-01 to 2023-12-31

OBRIA MEDICAL CLINICS OF SOUTHERN CALIFORNIA INC, founded in 1985, is a community nonprofit in the Civil Rights & Advocacy sector that reported $1.4M in total revenue in fiscal year 2023. Revenue surged 63% from the prior year, signaling strong growth momentum. The organization ran a surplus of $278K, a strong 20% operating margin.

Mission

TO PROVIDE LIFE-AFFIRMING HEALTHCARE SERVICES TO MEN AND WOMEN OF ALL RACES, CULTURES AND CREEDS WITH THE SUPPORT NEEDED AND TO PROVIDE PRENATAL CARE, TESTING, ULTRASOUND AND STD TESTING TO WOMEN AT RISK.

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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 $1,208,312

Program Service Revenue $162,895

Investment Income $0

Other Revenue $33,825

TOTAL REVENUE $1,405,032

Expense Breakdown

Grants Paid $0

Salaries & Benefits $690,064

Fundraising Expenses $0

Program Expenses $1,095,011

Other Expenses $437,288

TOTAL EXPENSES $1,127,352

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,405,032	$859,504	+0.6%
Expenses	$1,127,352	$976,100	+0.2%
Net Income	$277,680	$-116,596	-3.4%

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

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

Total Directors

Key Employees

$184,960

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUSTIN ALVAREZ	FINANCE COMMITTEE	1.00	Director	$0	$0	$0
PETE ANZALDO MD	MEDICAL DIRECTOR	1.00	Director	$0	$0	$0
VICKI SMITH	CHAIRMAN OF THE BOARD	1.00	Officer Director	$0	$0	$0
JEAN-PAUL AFIF	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN BUSCH	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
KAREN ARMOUR	SECRETARY	1.00	Officer Director	$0	$0	$0
CATHERINE HADRO	DIRECTOR	1.00	Director	$0	$0	$0
ANISSIA TODD	DIRECTOR	1.00	Director	$0	$0	$0
CAROLINE JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
KELLY GATES	TREASURER	1.00	Officer Director	$0	$0	$0
RENEE LEIGH SMITH	EXECUTIVE DIRECTOR, NP	40.00	Key Emp	$184,960	$0	$184,960
BARBARA MASSREY	TREASURER - FORMER	1.00		$0	$0	$0
DAWN HUGHES	CEO - FORMER	40.00		$0	$0	$201,625

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	$1,405,032	$1,127,352	$345,657	$277,680
2022	$859,504	$976,100	$306,752	$-116,596
2021	$908,306	$993,357	$322,123	$-85,051
2020	$958,268	$1,149,351	$434,919	$-191,083
2019	$1,523,288	$1,651,052	$659,186	$-127,764
2018	$1,771,980	$1,898,168	$1,050,733	$-126,188

OBRIA MEDICAL CLINICS OF SOUTHERN CALIFORNIA INC