COASTAL HEALTH ALLIANCE

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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

1988

Legal Domicile

Principal Officer

KATHRYN POWELL

Phone

4156638666

Tax Period

2020-01-01 to 2020-06-30

COASTAL HEALTH ALLIANCE, founded in 1988, is a community nonprofit that reported $2.8M in total revenue in fiscal year 2020. Revenue fell 53% from the prior year — a significant decline worth monitoring. Expenses of $3.1M exceeded revenue, resulting in a 11% operating deficit.

Mission

ROOTED IN WEST MARIN, THE COASTAL HEALTH ALLIANCE IS COMMITTED TO PROVIDING HIGH QUALITY, COMPREHENSIVE PRIMARY CARE SERVICES TO ALL RESIDENTS.

Program Service Accomplishments

Program 1

Expenses: $2,003,962 Revenue: $1,356,988

COASTAL HEALTH ALLIANCE PROVIDES COMPREHENSIVE PRIMARY MEDICAL AND DENTAL CARE, INCLUDING PREVENTATIVE SERVICES, PRENATAL CARE, TREATMENT FOR MEDICAL PROBLEMS, MENTAL HEALTH SERVICES, DENTAL...

COASTAL HEALTH ALLIANCE PROVIDES COMPREHENSIVE PRIMARY MEDICAL AND DENTAL CARE, INCLUDING PREVENTATIVE SERVICES, PRENATAL CARE, TREATMENT FOR MEDICAL PROBLEMS, MENTAL HEALTH SERVICES, DENTAL SERVICES, AND HEALTH EDUCATION TO RESIDENTS OF WESTERN MARIN AND SONOMA COUNTIES, CALIFORNIA. THROUGHOUT 2020, COASTAL HEALTH ALLIANCE SERVED 2,462 PATIENTS AND PROVIDED 7,044 VISITS. EFFECTIVE 7/1/2020, COASTAL HEALTH ALLIANCE MERGED WITH PETALUMA HEALTH CENTER, AN ORGANIZATION EXEMPT FROM INCOME TAX UNDER IRC SECTION 501(C)(3). AS A PART OF THIS MERGER, COASTAL HEALTH ALLIANCE TRANSFERRED ALL NET ASSETS TO PETALUMA HEALTH CENTER AND CEASED TO OPERATE AS A SEPARATE ORGANIZATION.

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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 (2020)

Revenue Breakdown

Contributions & Grants $1,807,063

Program Service Revenue $1,356,988

Investment Income $-333,762

Other Revenue $7,545

TOTAL REVENUE $2,837,834

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,333,970

Fundraising Expenses $474

Program Expenses $2,003,962

Other Expenses $802,921

TOTAL EXPENSES $3,136,891

Year-over-Year Comparison

	2020	2019	Change
Revenue	$2,837,834	$6,003,655	-0.5%
Expenses	$3,136,891	$6,076,615	-0.5%
Net Income	$-299,057	$-72,960	+3.1%

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

$321,155

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVEN SIEGEL	CEO	40.00	Officer	$288,552	$7,603	$296,155
AJEET SIDHU	PHYSICIAN	40.00	Highest	$125,228	$8,087	$133,315
KATHY WALKER	CFO	40.00	Officer	$25,000	$0	$25,000
DUDLEY MILLER	CHAIR	1.00	Officer Director	$0	$0	$0
WILLIAM BARRETT	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ROBERT RICHARDS	TREASURER	1.00	Officer Director	$0	$0	$0
CHRISTOPHER LONGAKER	SECRETARY	1.00	Officer Director	$0	$0	$0
CECILIA CASTANEDA	BOARD MEMBER	1.00	Director	$0	$0	$0
KEN EMANUELS	BOARD MEMBER	1.00	Director	$0	$0	$0
ELIZABETH GOLDBLATT	BOARD MEMBER	1.00	Director	$0	$0	$0
ANNE MENKE	BOARD MEMBER	1.00	Director	$0	$0	$0
NICOLE RAMIREZ	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSAN RANGITSCH	BOARD MEMBER	1.00	Director	$0	$0	$0
RICHARD SPOHN	BOARD MEMBER	1.00	Director	$0	$0	$0
TERI WALDRON	BOARD MEMBER	1.00	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
2020	$2,837,834	$3,136,891	No data	$-299,057
2019	$6,003,655	$6,076,615	$8,976,392	$-72,960
2018	$5,609,218	$5,493,203	$8,753,322	$116,015