COLLABRIA CARE

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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

1997

Legal Domicile

Principal Officer

MALISA WESTLUND

Phone

7072589080

Tax Period

2023-01-01 to 2023-12-31

COLLABRIA CARE, founded in 1997, is a mid-sized nonprofit in the Human Services sector that reported $18.8M in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $22.3M exceeded revenue, resulting in a 19% operating deficit.

Mission

THE EXEMPT ORGANIZATION'S STAFF AND VOLUNTEERS ARE COMMITTED TO PROVIDING EXCEPTIONAL PROFESSIONAL HEALTH CARE, EXPERT RESOURCES, AND COMPASSIONATE SUPPORT TO INDIVIDUALS AND THEIR LOVED ONES EXPERIENCING THE TRANSITIONS OF AGING, SERIOUS ILLNESS, OR FACING END OF LIFE.

Program Service Accomplishments

Program 1

Expenses: $15,147,713 Revenue: $15,590,748

COLLABRIA CARE WAS INCORPORATED IN JULY 1997 AS A NOT-FOR-PROFIT CORPORATION FOR THE PURPOSE OF PROVIDING A PROGRAM TO MEET THE NEEDS OF THE TERMINALLY ILL PATIENTS WHO SEEK COMFORT AND QUALITY OF...

COLLABRIA CARE WAS INCORPORATED IN JULY 1997 AS A NOT-FOR-PROFIT CORPORATION FOR THE PURPOSE OF PROVIDING A PROGRAM TO MEET THE NEEDS OF THE TERMINALLY ILL PATIENTS WHO SEEK COMFORT AND QUALITY OF LIFE AND NO LONGER WISH TO PURSUE AGGRESSIVE TREATMENT OR PROLONGED INTERVENTION. ADULT DAY HEALTH (ADH) OFFERS A MEDICAL MODEL OF ADULT-DAY PROGRAMMING THAT PROVIDES SPECIALTY CARE TO PEOPLE LIVING WITH CHRONIC CONDITIONS AND LONG-TERM DISABILITIES, INCLUDING SERVICES FOR INDIVIDUALS WITH ALZHEIMER'S DISEASE AND RELATED TYPES OF DEMENTIA. PALLIATIVE CARE PROVIDES PAIN RELIEF, SYMPTOM CONTROL, MEDICAL CARE MANAGEMENT, AND EMOTIONAL SUPPORT FOR THOSE DIAGNOSED WITH A SERIOUS, LIFE-LIMITING ILLNESS. PACE (PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY) PROVIDES COMPREHENSIVE MEDICAL/SOCIAL SERVICES TO OLDER ADULTS, WHO WOULD OTHERWISE RESIDE IN A NURSING FACILITY, THROUGH AN INTERDISCIPLINARY TEAM THAT COORDINATES ALL NEEDED PREVENTIVE, PRIMARY, ACUTE AND LONG-TERM CARE SERVICES.

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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 $3,014,100

Program Service Revenue $15,590,748

Investment Income $58,219

Other Revenue $159,036

TOTAL REVENUE $18,822,103

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,563,276

Fundraising Expenses $1,027,980

Program Expenses $15,147,713

Other Expenses $11,742,083

TOTAL EXPENSES $22,305,359

Year-over-Year Comparison

	2023	2022	Change
Revenue	$18,822,103	$14,318,992	+0.3%
Expenses	$22,305,359	$15,940,664	+0.4%
Net Income	$-3,483,256	$-1,621,672	+1.1%

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

138

Volunteers

393

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

$2,135,117

Total Directors

$2,495,711

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TERRENCE WOOTEN	DIRECTOR - THRU 10/23	0.50	Director	$0	$34,576	$947,009
TERRI WARREN	DIRECTOR/PRESIDENT	0.50	Officer Director	$0	$238,537	$943,695
DIANNA REELY	DIRECTOR	0.50	Director	$0	$168,301	$583,716
MALISA WESTLUND	TREASURER	1.00	Officer	$0	$136,320	$506,564
DONALD ANDERSON JR	ASSISTANT SECRETARY FOR ENROLLMENT	0.50	Officer	$0	$30,846	$323,721
CELINE REGALIA	PRESIDENT - THRU 4/23	25.00	Officer	$226,240	$31,755	$257,995
LINDSEY CANAVESIO	NURSE PRACTITIONER	50.00	Highest	$181,852	$54,227	$236,079
SAVANA CARAMAGNO	DIRECTOR HOSPICE RN	50.00	Highest	$189,336	$31,514	$220,850
CATHERN KIPSEY	MANAGER HOSPICE RN	50.00	Highest	$170,400	$46,516	$216,916
GINA GUILARTE-HAGEN	NURSE PRACTITIONER	50.00	Highest	$167,984	$42,851	$210,835
TED THEODOSOFF	HOSPICE RN	50.00	Highest	$165,250	$19,822	$185,072
RACHEL ARRINGTON	SECRETARY	1.00	Officer	$0	$7,696	$103,142
JANICE BURGER	DIRECTOR	0.50	Director	$0	$1,837	$21,291
EDDIE SWAFFORD	DIRECTOR	0.50	Director	$0	$0	$0
JIM ZAPP	DIRECTOR	0.50	Director	$0	$0	$0
JOANNE ROBERTS	DIRECTOR	0.50	Director	$0	$0	$0
JODY ALBRIGHT	DIRECTOR	0.50	Director	$0	$0	$0
LARRY SCHECTER	DIRECTOR	0.50	Director	$0	$0	$0
PETE FULLERTON	DIRECTOR	0.50	Director	$0	$0	$0
ROBERT MCCANN	DIRECTOR	0.50	Director	$0	$0	$0
TERRY ROGERS	CHAIR	1.00	Officer Director	$0	$0	$0
TULASI SIDDHARTHA	DIRECTOR - THRU 5/23	0.50	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
2024	No data	No data	No data	No data
2023	$18,822,103	$22,305,359	$33,509,400	$-3,483,256
2022	$14,318,992	$15,940,664	$15,232,056	$-1,621,672
2021	$15,307,232	$15,267,524	$15,056,363	$39,708
2020	$14,824,725	$12,656,773	$12,252,213	$2,167,952
2019	$13,757,869	$14,077,638	$10,388,120	$-319,769
2018	$12,136,361	$16,315,943	$9,521,049	$-4,179,582