PRIVATE CARE ASSOCIATION

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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

1977

Legal Domicile

Principal Officer

LISA KAUFMAN

Phone

8557220911

Tax Period

2025-01-01 to 2025-12-31

PRIVATE CARE ASSOCIATION, founded in 1977, is a small nonprofit that reported $312K in total revenue in fiscal year 2025. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $298K left a modest 4% surplus.

Mission

THE ORGANIZATION IS A NATIONWIDE NETWORK FOR CAREGIVER REGISTRIES. THE MISSION IS TO ADVOCATE, EDUCATE, NETWORK AND PRESERVE THE CONSUMER DIRECTED CARE BUSINESS. IT PROVIDES INDUSTRY SUPPORT. MISSION STATEMENT: "SINCE 1977, THE PCA'S MISSION HAS BEEN TO SUPPORT THE CONSUMER-DIRECTED MODEL OF CARE, WHICH EMPHASIZES THE CONSUMER'S CHOICE AND THE RIGHTS OF CAREGIVERS WHO SERVE COMSUMERS"

Program Service Accomplishments

Program 1

THE ANNUAL CONFERENCE FOR 2025 WAS HELD FROM SEPTEMBER 17-19, 2025 IN ST. PETERSBURG, FLORIDA .THIS CONFERENCE WAS AN INDUSTRY SPECIFIC EDUCATION EVENT THAT PROVIDED ATTENDEES OPPORTUNITIES OF...

THE ANNUAL CONFERENCE FOR 2025 WAS HELD FROM SEPTEMBER 17-19, 2025 IN ST. PETERSBURG, FLORIDA .THIS CONFERENCE WAS AN INDUSTRY SPECIFIC EDUCATION EVENT THAT PROVIDED ATTENDEES OPPORTUNITIES OF NETWORKING, SEMINARS AND PRESENTATIONS PERTAINING TO THE ORGANIZATIONAL MISSION AND VISION FOR ANYONE IN THE INDUSTRY. THE GOAL OF THE CONFERENCE WAS ACHIEVED BY PROVIDING THE NEEDED INFORMATION TO ALL WHO ATTENDED. A CONFERENCE RECAP WAS HELD BY THE BOARD MEMBERS.

Program 2

IN ADDITION TO OUR MAIN PURPOSE, WE EXPANDED OUR MEETING TO PROVIDE ADDITIONAL EDUCATION TOOLS FOR OUR MEMBERS AND NON-MEMBERS WHO SEEK INFORMATION. THERE WERE 11 SUCH PROGRAMS OVER AN 11 MONTH...

IN ADDITION TO OUR MAIN PURPOSE, WE EXPANDED OUR MEETING TO PROVIDE ADDITIONAL EDUCATION TOOLS FOR OUR MEMBERS AND NON-MEMBERS WHO SEEK INFORMATION. THERE WERE 11 SUCH PROGRAMS OVER AN 11 MONTH PERIOD PROVIDING INFORMATION TO ALMOST 500 ATTENDEES. THE PROGRAMS WERE AS FOLLOWS: 1) MEMBER MEET-UP: HOW TO WORK WITH GOOGLE BUSINESS PROFILE 2) LEGISLATIVE WEBINAR 3) NATIONAL LOBBY DAY: ADVOCATING FOR CONSUMER DIRECTED CARE 4) MEMBER MEET-UP: TOPICS INCLUDED BUT NOT LIMITED TO HANDLING SITUATIONS PERTAINING TO CAREGIVERS, THEFT, INJURIES AND TRANSITIONING TO PRIVATE CARE 5) REGISTRY MASTERY WEBINAR: OFFICE EXCELLENCE 6) MEMBER MEET-UP:HOW TO ALLOCATE MARKETING FUNDS 7) PCA MEMBER LEGISLATIVE UPDATE WEBINAR 8) CONFERENCE: BEST PRACTICES 9) MEMBER MEET-UP: BENEFITS OF THE CONFERENCE 10MEMBER MEET-UP - REVIEW OF DOL AUDIT 11)COMPLIANCE WITH THE NEW STATE REGULATIONS

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $299,554

Investment Income $0

Other Revenue $12,000

TOTAL REVENUE $311,554

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $297,776

TOTAL EXPENSES $297,776

Year-over-Year Comparison

	2025	2024	Change
Revenue	$311,554	$280,210	+0.1%
Expenses	$297,776	$283,716	+0.0%
Net Income	$13,778	$-3,506	-4.9%

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
JILL BALL	PRESIDENT EL	N/A	Director	$0	$0	$0
JULIE BLACK	DIRECTOR	N/A	Director	$0	$0	$0
LORI DAHAN	PAST PRESIDE	N/A	Officer Director	$0	$0	$0
ASHLEY EDER	PRESIDENT EL	N/A	Director	$0	$0	$0
FERNANDO HERNANDEZ	PARLIAMENTAR	N/A	Director	$0	$0	$0
LISA KAUFMAN	PRESIDENT	N/A	Officer Director	$0	$0	$0
LORENZO MEJIA	DIRECTOR	N/A	Director	$0	$0	$0
COURTNEY MILLER	SECRETARY	N/A	Director	$0	$0	$0
JENNIFER MOOREHEAD	DIRECTOR	N/A	Director	$0	$0	$0
ANNABEL NICOL	TREASURER	N/A	Officer Director	$0	$0	$0
MARC SPECTOR	PAST PRESIDE	N/A	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	$311,554	$297,776	$89,409	$13,778
2024	$280,210	$283,716	$74,831	$-3,506
2023	$242,215	$237,576	$75,937	$4,639
2022	$223,187	$201,750	$76,965	$21,437
2021	$137,570	$136,226	$55,461	$1,344
2020	$169,387	$164,230	$55,817	$5,157
2019	$210,882	$202,847	$59,038	$8,035
2018	$206,829	$199,866	$35,814	$6,963