SAN DIEGO HEALTHCARE QUALITY COLLA… - Form 990 Financial Data

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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

2017

Legal Domicile

Principal Officer

KATHERINE BAILEY

Phone

7607079256

Tax Period

2023-01-01 to 2023-12-31

SAN DIEGO HEALTHCARE QUALITY COLLABORATIVE SAN DIEGO WELLNESS COLLABORATIVE, founded in 2017, is a community nonprofit in the Health Care sector that reported $3.9M in total revenue in fiscal year 2023. Expenses of $3.8M left a modest 4% surplus.

Mission

To support and spread the use of best practices among healthcare providers in San Diego, to engage healthcare stakeholders in enhancing the healthcare system and to support, educate and engage patients.

Program Service Accomplishments

Program 1

Expenses: $596,963 Revenue: $922,689

The San Diego Accountable Community for Health (SD ACH) The SD ACH is a multi-sector partnership focused on creating a system for health and wellness with a focus on creating equity in San Diego.

Program 2

Revenue: $288,415

Neighborhood Networks is a program that arranges for Community Health Workers to address the health related social needs of Medicaid patients in San Diego County.

Program 3

Expenses: $376,741 Revenue: $21,726

Help the less fortunate to get in to affordable housing.

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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 $2,699,875

Program Service Revenue $1,231,622

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,931,497

Expense Breakdown

Grants Paid $1,931,284

Salaries & Benefits $632,619

Fundraising Expenses $10,000

Program Expenses $973,704

Other Expenses $1,201,033

TOTAL EXPENSES $3,789,751

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,931,497	N/A	N/A
Expenses	$3,789,751	N/A	N/A
Net Income	$141,746	N/A	N/A

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

$217,862

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHERINE BAILEY	CEO	25.00	Director	$152,440	$0	$152,440
CHRISTY ROSENBERG	COO	30.00	Director	$65,422	$0	$65,422
BRIAN BRONSON	BOARD OF DIRECTORS	4.000	Director	$0	$0	$0
ANTHONY CHONG	BOARD OF DIRECTORS	4.000	Director	$0	$0	$0
ANDY DANG	BOARD OF DIRECTORS	4.000	Director	$0	$0	$0
JIM SHULTZ	BOARD OF DIRECTORS	4.000	Director	$0	$0	$0
ADRIANA OCHOA	BOARD OF DIRECTORS	4.000	Director	$0	$0	$0
GERALD BROWN	BOARD OF DIRECTORS	4.000	Director	$0	$0	$0
ROSA ANA LOZADA	BOARD OF DIRECTORS	4.000	Director	$0	$0	$0
PARAG AGNIHOTRI	TREASURER	4.000	Officer	$0	$0	$0
JIM HAY	CHAIRMAN	4.000	Officer	$0	$0	$0
JENNIFER TUTEUR	SECRETARY	4.000	Officer	$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	No data	No data	No data	No data
2023	$3,931,497	$3,789,751	$2,429,274	$141,746
2022	$1,968,127	$2,091,888	$1,006,919	$-123,761
2021	$1,941,570	$1,725,894	$928,576	$215,676
2020	$1,008,687	$1,286,551	$588,396	$-277,864
2019	$773,750	$737,623	$485,254	$36,127
2018	$655,417	$460,865	$452,459	$194,552

SAN DIEGO HEALTHCARE QUALITY COLLABORATIVE SAN DIEGO WELLNESS COLLABORATIVE