California Chronic Care Coalition (EIN 453074708) - 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

2012

Legal Domicile

Principal Officer

Elizabeth Helms

Phone

9164441985

Tax Period

2024-01-01 to 2024-12-31

California Chronic Care Coalition, founded in 2012, is a small nonprofit in the Human Services sector that reported $733K in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. Expenses of $807K exceeded revenue, resulting in a 10% operating deficit.

Mission

To improve the health care system where all Californians can access appropriate, affordable, quality health care through education and collaboration with all branches of government and key stakeholders to re-design a system of care

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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 $491,855

Program Service Revenue $241,442

Investment Income $0

Other Revenue $0

TOTAL REVENUE $733,297

Expense Breakdown

Grants Paid $0

Salaries & Benefits $565,456

Fundraising Expenses $161,346

Program Expenses $443,705

Other Expenses $241,276

TOTAL EXPENSES $806,732

Year-over-Year Comparison

	2024	2023	Change
Revenue	$733,297	$887,874	-0.2%
Expenses	$806,732	$751,383	+0.1%
Net Income	$-73,435	$136,491	-1.5%

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

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

$113,600

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Elizabeth Helms	President	40.00	Officer	$113,600	$0	$113,600
Estela Mata	Board Chair	10.00	Director	$0	$0	$0
Michelle Rivas	Secretary	20.00	Director	$0	$0	$0
Adrienne Shapiro	Director	0.00	Director	$0	$0	$0
Joan Werblun RN	Ex Officer	10.00	Officer	$0	$0	$0
Tim Madden	Treasurer	10.00	Officer	$0	$0	$0
Lynn Kinst	Vice Chair	10.00	Officer	$0	$0	$0
Conor Sweeney	Director	40.00	Officer	$0	$0	$0
Alexander Khan	N/A	40.00		$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
2024	$733,297	$806,732	$232,814	$-73,435
2023	$887,874	$751,383	$313,285	$136,491
2022	$708,376	$804,734	$180,062	$-96,358
2021	$562,013	$619,045	$265,696	$-57,032
2020	$871,827	$704,732	$325,172	$167,095
2019	$458,463	$440,368	$149,461	$18,095
2018	$506,587	$512,906	$128,126	$-6,319

California Chronic Care Coalition