COPPERTOWER FAMILY MED CTR INC DBA ALEXANDER VALLEY HEALTHCARE

EIN: 680345901 501(c)(3) Health Care

CLOVERDALE, CA

Total Revenue
$9,316,067
Total Expenses
$7,698,175
Total Assets
$7,704,683
Net Assets
$5,833,580
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1994
Legal Domicile
CA
Principal Officer
DEBBIE HOWELL
Phone
7078944229
Tax Period
2024-07-01 to 2025-06-30

COPPERTOWER FAMILY MED CTR INC DBA ALEXANDER VALLEY HEALTHCARE, founded in 1994, is a community nonprofit in the Health Care sector that reported $9.3M in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.6M, a strong 17% operating margin.

Mission

TO PROVIDE COMPREHENSIVE PRIMARY CARE, ADDRESSING THE WHOLE PERSON NEEDS, INCLUDING BEHAVIORAL AND ORAL HEALTH CARE.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,890,232
Program Service Revenue $5,369,515
Investment Income $56,320
Other Revenue $0
TOTAL REVENUE $9,316,067

Expense Breakdown

Grants Paid $0
Salaries & Benefits $5,532,548
Fundraising Expenses $111,165
Program Expenses $5,399,073
Other Expenses $2,165,627
TOTAL EXPENSES $7,698,175

Year-over-Year Comparison

2024 2023 Change
Revenue $9,316,067 $7,230,620 +0.3%
Expenses $7,698,175 $7,328,455 +0.1%
Net Income $1,617,892 $-97,835 -17.5%
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

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Governance

Voting Members
11
Independent Members
11
Employees
79
Volunteers
11

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
5
$469,204
Total Directors
11
$0
Key Employees
4
$875,556
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ERIKA SPENCER-SINGSON CHAIRMAN 2.00
Officer Director
$0 $0 $0
ROBERT FREELEN VICE CHAIRMAN 2.00
Officer Director
$0 $0 $0
JEFFERY MEIER SECRETARY 2.00
Officer Director
$0 $0 $0
JAMES BERRY DIRECTOR 2.00
Director
$0 $0 $0
DEBORAH GRIZZARD DIRECTOR 2.00
Director
$0 $0 $0
CHARLES LEVINE DIRECTOR 2.00
Director
$0 $0 $0
MARK THAYER DIRECTOR 2.00
Director
$0 $0 $0
JOSEPH WIEDMAN DIRECTOR 2.00
Director
$0 $0 $0
JAMES NOVAK DIRECTOR 2.00
Director
$0 $0 $0
LORI A PETERSEN DIRECTOR, END 9/24 2.00
Director
$0 $0 $0
CHRIS SWARTZ DIRECTOR, END 5/25 2.00
Director
$0 $0 $0
DEBORAH HOWELL CEO 40.00
Officer
$211,998 $37,338 $249,336
JENINE SAUNDERS CFO 40.00
Officer
$185,210 $34,658 $219,868
JING ZHAO CMO 40.00
Key Emp
$250,971 $21,601 $272,572
KEVIN GARVIN DENTAL DIRECTOR 40.00
Key Emp
$207,724 $37,926 $245,650
SAMANTHA GUTHMAN COO 40.00
Key Emp
$159,250 $19,786 $179,036
KIRSTEN TELLEZ DIRECTOR OF DEVELOPMENT 40.00
Key Emp
$158,009 $20,289 $178,298
JAMES MURPHY PHYSICIAN 40.00
Highest
$214,498 $778 $215,276
ELIZABETH PILE NURSE PRACTITIONER 40.00
Highest
$187,451 $22,043 $209,494
ANNE HILLOW SR PROJECT DIRECTOR 40.00
Highest
$117,986 $19,301 $137,287
PATRICK RICHARDS CONTROLLER 40.00
Highest
$111,203 $17,920 $129,123
ERIN BAIRDSMITH DENTAL HYGIENIST 40.00
Highest
$102,430 $14,319 $116,749
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 $9,316,067 $7,698,175 $7,704,683 $1,617,892
2024 $7,230,620 $7,328,455 $5,928,417 $-97,835
2023 $6,819,923 $7,416,101 $5,549,178 $-596,178
2022 $7,004,716 $6,478,445 $5,356,116 $526,271
2021 $6,509,991 $6,312,118 $5,700,215 $197,873
2020 $5,424,874 $5,704,675 $5,554,670 $-279,801
2019 $5,811,286 $5,410,590 $4,867,356 $400,696
2018 $5,927,955 $5,370,025 $4,587,239 $557,930
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