PRIMARY CARE COALITION OF MONTGOMERY COUNTY MARYLAND INC (EIN 521847976) - 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

1993

Legal Domicile

Principal Officer

ANNICE CODY

Phone

3016283405

Tax Period

2023-07-01 to 2024-06-30

PRIMARY CARE COALITION OF MONTGOMERY COUNTY MARYLAND INC, founded in 1993, is a mid-sized nonprofit in the Health Care sector that reported $26.0M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

SEE PART III, LINE 1.

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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 $25,099,305

Program Service Revenue $760,287

Investment Income $90,910

Other Revenue $0

TOTAL REVENUE $25,950,502

Expense Breakdown

Grants Paid $16,188,705

Salaries & Benefits $6,936,403

Fundraising Expenses $0

Program Expenses $23,143,918

Other Expenses $2,554,866

TOTAL EXPENSES $25,679,974

Year-over-Year Comparison

	2023	2022	Change
Revenue	$25,950,502	$22,529,512	+0.2%
Expenses	$25,679,974	$23,008,844	+0.1%
Net Income	$270,528	$-479,332	-1.6%

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

$258,954

Total Directors

$258,954

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LESLIE GRAHAM	PRESIDENT & CEO	40.00	Officer Director	$237,885	$21,069	$258,954
SHAWN D BARTLEY	CHAIR	1.00	Officer Director	$0	$0	$0
KEVIN SEXTON	VICE CHAIR	1.00	Officer Director	$0	$0	$0
STEVEN RAETZMAN	SECRETARY	1.00	Officer Director	$0	$0	$0
RON BIALEK	TREASURER	1.00	Officer Director	$0	$0	$0
RICHARD BOHRER	MEMBER	1.00	Director	$0	$0	$0
LING CHIN	MEMBER	1.00	Director	$0	$0	$0
RAVI MELWANI	MEMBER	1.00	Director	$0	$0	$0
JULIA DOHERTY	MEMBER	1.00	Director	$0	$0	$0
DONNA PERRY	MEMBER	1.00	Director	$0	$0	$0
HELAINE RESNICK	MEMBER	1.00	Director	$0	$0	$0
JESSICA WILSON	MEMBER	1.00	Director	$0	$0	$0
TRISTRAM KRUGER	MEMBER	1.00	Director	$0	$0	$0
JACY D'AIUTOLO	MEMBER	1.00	Director	$0	$0	$0
ANA MARIA ESPINOZA	MEMBER	1.00	Director	$0	$0	$0
RUTH ENID ZAMBRANA	MEMBER	1.00	Director	$0	$0	$0
KIRSTEN HAALBOOM	MEMBER	1.00	Director	$0	$0	$0
VAHE HOVIAN	MEMBER (FROM 9/2023)	1.00	Director	$0	$0	$0
HILLERY TSUMBA	DIRECTOR, ORGANIZATIONAL STRATEGY	40.00	Highest	$151,817	$39,304	$191,121
MINDY PIERCE	SR. DIR, CTR FOR HEALTH IMPROVEMENT	40.00	Highest	$151,968	$6,758	$158,726
FAREED MOHAMMAD ANJUM	DIRECTOR, DATA & INFORMATICS	40.00	Highest	$110,569	$34,484	$145,053
OGECHUKWU OKEKE	PRG. DIR, CENTER FOR MEDICINE ACCESS	40.00	Highest	$108,543	$16,085	$124,628
SARAH FRAZELL	BHP PROJECT DIRECTOR	40.00	Highest	$108,188	$23,271	$131,459

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	No data	No data	No data	No data
2024	$25,950,502	$25,679,974	$9,796,766	$270,528
2023	$22,529,512	$23,008,844	$8,735,112	$-479,332
2022	$30,675,941	$30,139,895	$9,442,665	$536,046
2021	$29,107,189	$27,210,090	$9,646,317	$1,897,099
2020	$20,545,460	$20,018,759	$7,062,242	$526,701
2019	$19,952,636	$19,964,095	$4,899,287	$-11,459
2018	$19,607,353	$19,703,869	$4,533,642	$-96,516

PRIMARY CARE COALITION OF MONTGOMERY COUNTY MARYLAND INC