CALIFORNIA PRIMARY CARE ASSOCIATION ADVOCATES (EIN 811326638) - 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

2016

Legal Domicile

Principal Officer

FRANCISCO SILVA

Phone

9164408170

Tax Period

2024-04-01 to 2025-03-31

CALIFORNIA PRIMARY CARE ASSOCIATION ADVOCATES, founded in 2016, is a community nonprofit in the Health Care sector that reported $4.3M in total revenue in fiscal year 2024. Revenue surged 86% from the prior year, signaling strong growth momentum.

Mission

TO PROMOTE AND FACILITATE EQUAL ACCESS TO QUALITY HEALTH CARE FOR INDIVIDUALS AND FAMILIES THROUGHOUT CALIFORNIA THROUGH ORGANIZED PRIMARY HEALTH CARE CLINICS AND CLINIC NETWORKS.

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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 $3,415,234

Program Service Revenue $839,849

Investment Income $7

Other Revenue $13,802

TOTAL REVENUE $4,268,892

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,372,375

Other Expenses $4,372,375

TOTAL EXPENSES $4,372,375

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,268,892	$2,290,667	+0.9%
Expenses	$4,372,375	$1,847,167	+1.4%
Net Income	$-103,483	$443,500	-1.2%

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

$1,260,971

Total Directors

Key Employees

$708,914

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAULO SOARES	CHAIR	1.00	Officer Director	$0	$0	$0
RAKESH PATEL	VICE CHAIR	1.00	Officer Director	$0	$0	$0
BRITTA GUERRERO	DIRECTOR	1.00	Director	$0	$0	$0
BERENICE NUNEZ CONSTANT	DIRECTOR	1.00	Director	$0	$0	$0
BEN AVEY	DIRECTOR	1.00	Director	$0	$0	$0
TIMOTHY FRASER	DIRECTOR	1.00	Director	$0	$0	$0
LISA MAAS	DIRECTOR	1.00	Director	$0	$0	$0
YAMILET VALLADOLID	DIRECTOR	1.00	Director	$0	$0	$0
ANTHONY WHITE	DIRECTOR	1.00	Director	$0	$0	$0
FRANCISCO SILVA	PRESIDENT & CHIEF EXECUTIVE OFFICER	2.00	Officer	$0	$87,414	$677,690
GINGER L SMITH	CHIEF OPERATING OFFICER	2.00	Officer	$0	$25,184	$281,260
SONJA SPOWART	CHIEF FINANCIAL OFFICER	2.00	Officer	$0	$45,704	$302,021
JOSEPH CACHUELA	GENERAL COUNSEL	2.00	Key Emp	$0	$33,804	$276,178
DENNIS CUEVAS ROMERO	VP OF HEALTH GOVERNMENT AFFAIRS	6.00	Key Emp	$0	$38,104	$226,575
LINDSEY FREITAS-NORMAN	VP OF CIVIC ENGAGEMENT & COMMUNITY AFFAIRS	6.00	Key Emp	$0	$37,048	$206,161

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	$4,268,892	$4,372,375	$2,791,276	$-103,483
2024	$2,290,667	$1,847,167	$2,337,237	$443,500
2023	$1,488,995	$935,441	$1,009,027	$553,554
2022	$788,381	$808,850	$305,107	$-20,469
2021	$750,318	$757,461	$314,108	$-7,143
2020	$1,073,929	$933,216	$319,615	$140,713
2019	$1,026,867	$909,736	$161,917	$117,131
2018	$911,183	$905,196	$159,629	$5,987

CALIFORNIA PRIMARY CARE ASSOCIATION ADVOCATES