SU CLINICA FAMILIAR MEDICAL FOUNDATION (EIN 742965534) - 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

1989

Legal Domicile

Principal Officer

ALICIA RODRIGUEZ

Phone

9563656750

Tax Period

2024-04-01 to 2025-03-31

SU CLINICA FAMILIAR MEDICAL FOUNDATION, founded in 1989, is a small nonprofit in the Health Care sector that reported $451K in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $261K, a strong 58% operating margin.

Mission

TO PROMOTE A HEALTHIER COMMUNITY BY PROVIDING ACCESS TO HIGH VALUE, COMPREHENSIVE, AND HOLISTIC HEALTHCARE 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $328

Other Revenue $450,583

TOTAL REVENUE $450,911

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $189,836

Other Expenses $190,278

TOTAL EXPENSES $190,278

Year-over-Year Comparison

	2024	2023	Change
Revenue	$450,911	$532,216	-0.2%
Expenses	$190,278	$190,285	0.0%
Net Income	$260,633	$341,931	-0.2%

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

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

$508,349

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANISA RAMIREZ	BOARD MEMBER	1.00	Director	$0	$0	$0
CLARISSA YVETTE CANTU RPH	BOARD MEMBER	1.00	Director	$0	$0	$0
FIDEL ATKINSON JR	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFF WOLPERS	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
JESSICA GONZALES	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHNNY IVAN PINEDA	OUTGOING TREASURER	1.00	Officer Director	$0	$0	$0
MARGARITA CERVANTES	BOARD MEMBER	1.00	Director	$0	$0	$0
REBA CARDENAS MCNAIR	SECRETARY	1.00	Officer Director	$0	$0	$0
ROBERT RODRIGUEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
ROSAURA AGUILAR	BOARD MEMBER	1.00	Director	$0	$0	$0
TINA BRIONES EDD RN	OUTGOING VICE-CHAIRPERSON	1.00	Officer Director	$0	$0	$0
ELENA MARIN MD	CHIEF EXECUTIVE OFFICER	2.00	Officer	$0	$19,851	$348,903
JOSE ADAM SALDIVAR	CHIEF FINANCIAL OFFICER	2.00	Officer	$0	$31,632	$159,446

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	$450,911	$190,278	$5,710,649	$260,633
2024	$532,216	$190,285	$5,930,126	$341,931
2023	$459,164	$190,298	$6,375,093	$268,866
2022	$450,417	$190,303	$6,494,553	$260,114
2021	$450,367	$298,152	$6,657,466	$152,215
2020	$450,575	$372,241	$6,634,760	$78,334
2019	$450,757	$380,617	$6,800,756	$70,140
2018	$450,316	$387,325	$6,965,412	$62,991

SU CLINICA FAMILIAR MEDICAL FOUNDATION