COMMUNITY HEALTH INITIATIVE OF OC

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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

TAMMY ALVAREZ

Phone

7146194044

Tax Period

2024-07-01 to 2025-06-30

COMMUNITY HEALTH INITIATIVE OF OC, founded in 2014, is a community nonprofit in the Health Care sector that reported $1.6M in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year.

Mission

THE ORGANIZATION HELPS TO GUIDE VULNERABLE POPULATIONS OF ALL AGES, THROUGH THE PROCESS OF CONNECTING TO, UTLIZING, AND MAINTAINING HEALTH CARE COVERAGE.

Program Service Accomplishments

Program 1

Expenses: $1,393,037

OUTREACH: COORDINATORS CONDUCT OUTREACH AND HEALTH INSURANCE LITERACY EFFORTS IN HARD-TO-REACH, LOW-INCOME AND MINORITY COMMUNITIES, OFFERING INFORMATION IN MULTIPLE LANGUAGES. ENROLLMENT: CLIENTS...

OUTREACH: COORDINATORS CONDUCT OUTREACH AND HEALTH INSURANCE LITERACY EFFORTS IN HARD-TO-REACH, LOW-INCOME AND MINORITY COMMUNITIES, OFFERING INFORMATION IN MULTIPLE LANGUAGES. ENROLLMENT: CLIENTS ARE ASSISTED WITH ENTERING THEIR INFORMATION IN A DATABASE TO DETERMINE ELIGIBILITY FOR 18 HEALTH AND SOCIAL SERVICE PROGRAMS. CLIENTS CAN LEARN ABOUT AND ENROLL IN A VARIETY OF PROGRAMS IN A SINGLE VISIT. CASE MANAGEMENT: THIS PROCESS PROVIDES REGULAR CONTACT FOR UP TO ONE YEAR TO HELP RESIDENTS VERIFY ONGOING ELIGIBILITY, FIND MEDICAL PROFESSIONALS, MAKE APPOINTMENTS, MITIGATE ANY BARRIERS TO CARE AND RENEW COVERAGE FOR THE NEXT YEAR.

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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 $1,549,147

Program Service Revenue $0

Investment Income $99

Other Revenue $66,618

TOTAL REVENUE $1,615,864

Expense Breakdown

Grants Paid $121,600

Salaries & Benefits $1,105,754

Fundraising Expenses $46,831

Program Expenses $1,393,037

Other Expenses $454,790

TOTAL EXPENSES $1,682,144

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,615,864	$1,990,878	-0.2%
Expenses	$1,682,144	$1,944,780	-0.1%
Net Income	$-66,280	$46,098	-2.4%

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

$167,857

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GEORGINA MALDONADO	EXECUTIVE DIRECTOR	40.00	Director Highest	$167,857	$0	$167,857
SUSIE LOPEZ-GUERRA	BOARDMEMBER	1.00	Director	$0	$0	$0
PAMELA TAHIM THAKUR	BOARDMEMBER	1.00	Director	$0	$0	$0
DEBRA BAETZ	BOARDMEMBER	1.00	Director	$0	$0	$0
MURTHY VIJJAPU	BOARDMEMBER	1.00	Director	$0	$0	$0
TAMMY ALVAREZ	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
RITA CRUZ-GALLEGOS	VICE CHAIR -SECRETARY	1.00	Officer Director	$0	$0	$0
ALICIA BERHOW	TREASURER	1.00	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
2025	$1,615,864	$1,682,144	$1,616,760	$-66,280
2024	$1,990,878	$1,944,780	$1,868,425	$46,098
2023	$1,309,654	$1,266,240	$1,470,166	$43,414
2022	$1,163,525	$1,174,654	$896,910	$-11,129
2021	$1,415,923	$1,094,485	$969,775	$321,438
2020	$1,134,417	$1,021,297	$697,696	$113,120
2019	$1,216,199	$1,033,032	$448,633	$183,167
2018	$991,295	$1,022,077	$698,652	$-30,782