ALTAMED ACTION FUND C/O KAUFMAN LEGAL GROUP (EIN 465650824) - 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

2014

Legal Domicile

Principal Officer

CASTULO DE LA ROCHA

Phone

2134526565

Tax Period

2018-05-01 to 2019-04-30

ALTAMED ACTION FUND C/O KAUFMAN LEGAL GROUP, founded in 2014, is a small nonprofit in the Health Care sector that reported $300K in total revenue in fiscal year 2018. Revenue surged 157% from the prior year, signaling strong growth momentum. Expenses of $336K exceeded revenue, resulting in a 12% operating deficit.

Mission

CONDUCT RESEARCH AND DEVELOP POSITIONS ON POLICY ISSUES THAT WOULD ELIMINATE DISPARITIES IN HEALTH CARE ACCESS AND OUTCOMES FOR LATINO, MULTI-ETHNIC AND UNDERSERVED COMMUNITIES.

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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 (2018)

Revenue Breakdown

Contributions & Grants $299,923

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $299,923

Expense Breakdown

Grants Paid $50,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $303,944

Other Expenses $285,686

TOTAL EXPENSES $335,686

Year-over-Year Comparison

	2018	2017	Change
Revenue	$299,923	$116,693	+1.6%
Expenses	$335,686	$78,141	+3.3%
Net Income	$-35,763	$38,552	-1.9%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CASTULO DE LA ROCHA	DIRECTOR/BOARD CHAIR	0.50	Officer Director	$0	$0	$0
MARIE S TORRES	DIRECTOR/PRESIDENT	0.50	Officer Director	$0	$0	$0
JOSE LUIS VALENZUELA	DIRECTOR/TREASURER	0.50	Officer Director	$0	$0	$0
ALMA MARQUEZ	DIRECTOR/SECRETARY	0.50	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
2019	$299,923	$335,686	$54,548	$-35,763

ALTAMED ACTION FUND C/O KAUFMAN LEGAL GROUP