PACIFIC HEALTH ASSOCIATES

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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

2015

Legal Domicile

Principal Officer

PATRICIA J SCHMITT

Phone

5416861242

Tax Period

2023-01-01 to 2023-12-31

PACIFIC HEALTH ASSOCIATES, founded in 2015, is a community nonprofit in the Human Services sector that reported $1.6M in total revenue in fiscal year 2023. Expenses of $1.8M exceeded revenue, resulting in a 12% operating deficit.

Mission

PROVIDING GRANTS TO ACCOMPLISH CHARITABLE PURPOSES; INCLUDING GRANTS WITH A FOCUS ON HEALTH AND WELFARE OF THE POOR AND NEEDY; TO LESSEN THE BURDENS OF GOVERNMENT; TO IMPROVE PATIENTS' EXPERIENCE WITH HEALTH CARE; TO IMPROVE THE HEALTH OF INDIVIDUALS IN THE COMMUNITY; AND TO REDUCE THE PER CAPITA COST OF HEALTH CARE.

Program Service Accomplishments

Program 1

Expenses: $1,300,000

ISSUING RESTRICTED GRANTS FOR UTILIZATION IN FURTHERANCE OF HEALTH CARE ACCESS INITIATIVES THAT ADDRESS THE HEALTHCARE NEEDS OF CHILDREN AND YOUTH, AS WELL AS ADULTS WHO HAVE BARRIERS TO CARE, AND/OR ADVANCE AND PROMOTE STRATEGIES THAT IMPROVE ACCESS TO HIGH QUALITY HEALTHCARE, TEST AND IMPLEMENT INNOVATIVE CARE MODELS, IMPROVE COMMUNITY HEALTH, AND/OR LOWER COSTS ACROSS THE SYSTEM.

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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 $0

Program Service Revenue $0

Investment Income $199,287

Other Revenue $1,436,617

TOTAL REVENUE $1,635,904

Expense Breakdown

Grants Paid $1,300,000

Salaries & Benefits $73,625

Fundraising Expenses $0

Program Expenses $1,300,000

Other Expenses $462,085

TOTAL EXPENSES $1,835,710

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,635,904	$1,635,646	+0.0%
Expenses	$1,835,710	$2,326,877	-0.2%
Net Income	$-199,806	$-691,231	-0.7%

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

$37,250

Total Directors

$97,250

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARTIN J GABICA	VICE CHAIR	1.00	Officer Director	$7,500	$0	$11,000
PATRICIA J SCHMITT	PRESIDENT & CHAIR	1.00	Officer Director	$10,250	$0	$10,250
EDWIN E DAHLBERG	DIRECTOR	1.00	Director	$5,500	$0	$9,000
THOMAS B SLICK	DIRECTOR	1.00	Director	$5,500	$0	$9,000
JOHN C DEWENTER	DIRECTOR	1.00	Director	$5,500	$0	$9,000
PRISCILLA J GOULD	PRESIDENT & CHAIR THRU SEPT 2023	1.00	Officer Director	$5,875	$0	$8,500
ROGER M SAYDACK	SECRETARY & TREASURER	1.00	Officer Director	$7,500	$0	$7,500
STEVEN DON MARKS	DIRECTOR	1.00	Director	$3,500	$0	$7,000
KARL WATTS	DIRECTOR	1.00	Director	$3,500	$0	$7,000
RICHARD L WRIGHT	DIRECTOR	1.00	Director	$6,500	$0	$6,500
CHARLES ZACHEM	DIRECTOR	1.00	Director	$5,500	$0	$5,500
DIVYA SHARMA	DIRECTOR	1.00	Director	$3,500	$0	$3,500
CLAUDIA VALDERRAMA	DIRECTOR	1.00	Director	$3,500	$0	$3,500

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	$1,635,904	$1,835,710	$314,006,745	$-199,806
2022	$1,635,646	$2,326,877	$295,734,085	$-691,231
2021	$1,455,646	$2,384,683	$294,033,843	$-929,037
2020	$14,527,935	$2,581,282	$311,232,323	$11,946,653
2019	$4,020,947	$2,440,243	$250,462,646	$1,580,704
2018	$2,463,852	$2,279,863	$214,606,773	$183,989