STANFORD HEALTH CARE ADVANTAGE (EIN 464071746) - 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

2013

Legal Domicile

Principal Officer

LEWIS BIGGERS

Phone

9252635831

Tax Period

2019-09-01 to 2020-08-31

STANFORD HEALTH CARE ADVANTAGE, founded in 2013, is a mid-sized nonprofit that reported $50.2M in total revenue in fiscal year 2019. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $66.4M exceeded revenue, resulting in a 32% operating deficit.

Mission

THE MISSION OF STANFORD HEALTH CARE ADVANTAGE ("SHCA") IS TO FACILITATE THE PROVISION OF HEALTH CARE TO ELDERLY INDIVIDUALS AND OTHER INDIVIDUALS ELIGIBLE FOR GOVERNMENTAL ASSISTANCE DUE TO SPECIAL DISABILITIES, GROUPS IDENTIFIED BY THE UNITED STATES CONGRESS AND THE IRS AS HAVING SPECIAL HEALTH CARE NEEDS. IN FURTHERANCE OF THIS MISSION, SHCA OPERATES A MEDICARE ADVANTAGE PLAN IN SAN MATEO, SANTA CLARA AND ALAMEDA COUNTIES, CALIFORNIA FOR MEDICARE BENEFICIARIES UNDER A CONTRACT WITH THE CENTERS FOR MEDICARE & MEDICAID SERVICES ("CMS").

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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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $50,151,859

Investment Income $92,640

Other Revenue $0

TOTAL REVENUE $50,244,499

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $64,464,853

Other Expenses $10,405,869

TOTAL EXPENSES $66,376,395

Year-over-Year Comparison

	2019	2018	Change
Revenue	$50,244,499	$39,765,238	+0.3%
Expenses	$66,376,395	$51,343,458	+0.3%
Net Income	$-16,131,896	$-11,578,220	+0.4%

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

N/A

Employees

N/A

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

$7,296,288

Total Directors

$6,605,941

Key Employees

$364,280

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID ENTWISTLE	CHAIR, DIRECTOR	0.25	Officer Director	$0	$386,787	$4,246,417
LINDA HOFF	DIRECTOR, TREASURER	0.25	Officer Director	$0	$162,315	$1,660,640
THOMAS WILLIAMS	CEO (UNTIL 05/2020)	27.0	Officer Director	$0	$65,471	$698,884
THOMAS KIM	DIRECTOR, SECRETARY	0.25	Officer	$0	$51,124	$690,347
RICHARD M SANKARY MD	FMR CHIEF MEDICAL OFFICER	0.0		$0	$60,196	$679,579
INDA CHOW	COO	44.0	Key Emp	$0	$50,571	$364,280
SCOTT V PTACNIK	FMR DIRECTOR OF OPERATIONS	0.0		$0	$34,932	$181,790
LEWIS BIGGERS	CEO (AS OF 06/2020)	40.0	Officer Director	$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
2020	$50,244,499	$66,376,395	$14,999,748	$-16,131,896
2019	$39,765,238	$51,343,458	$16,891,810	$-11,578,220
2018	$25,011,761	$37,342,079	$14,164,367	$-12,330,318

STANFORD HEALTH CARE ADVANTAGE