DIRECT PRIMARY CARE ALLIANCE

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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

2018

Legal Domicile

Principal Officer

Tiffany Leonard

Phone

2078433722

Tax Period

2024-01-01 to 2024-12-31

DIRECT PRIMARY CARE ALLIANCE, founded in 2018, is a small nonprofit in the Health Care sector that reported $528K in total revenue in fiscal year 2024. Revenue surged 58% from the prior year, signaling strong growth momentum. The organization ran a surplus of $191K, a strong 36% operating margin.

Mission

The Organization's core objective is to support physicians practicing in patient-centered, direct primary care (DPC) settings by providing member support, education, mentoring, communications, and negotiated member discounts with vendors. The Organization also fosters the growth of the DPC movement through awareness-building activities and education for the growth of the DPC model, which the Organization believes will have far-reaching, positive impacts on our healthcare system.

Program Service Accomplishments

Program 1

Expenses: $45,854 Revenue: $82,848

We hold several educational activities over the course of the year in which we educate members on how to start a DPC medical practice, but also do some medical education. We held 10 medical education...

Program 2

Expenses: $27,216 Revenue: $0

DPC Summit Networking event - we cohost a large conference with 2 other organizations. Our organization sponsors a social networking event in conjunction with that conference to help physicians find mentors and obtain advice about starting and growing their own direct primary care practices.

Program 3

Expenses: $0 Revenue: $0

We maintain a database of educational content to assist physicians in starting and running their DPC practices. We call this repository of information the DPC University.

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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 $362,263

Program Service Revenue $140,773

Investment Income $26,271

Other Revenue $-1,631

TOTAL REVENUE $527,676

Expense Breakdown

Grants Paid $0

Salaries & Benefits $80,346

Fundraising Expenses $0

Program Expenses $73,070

Other Expenses $204,164

TOTAL EXPENSES $336,779

Year-over-Year Comparison

	2024	2023	Change
Revenue	$527,676	$334,723	+0.6%
Expenses	$336,779	$180,904	+0.9%
Net Income	$190,897	$153,819	+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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tiffany Leonard	Executive Director	40	Highest	$71,224	$0	$71,224
Jeffrey Davenport	President	10.00	Director	$0	$0	$0
Kenneth Qiu	Vice President	3	Director	$0	$0	$0
J Shane Purcell	Treasurer	5	Director	$0	$0	$0
Lara Briseno Kenney	Secretary	3	Director	$0	$0	$0
Jack Forbush	Special Operations Manager	10	Director	$0	$0	$0
Amanda Preimesberger	Director	5	Director	$0	$0	$0
Anand Mehta	Director	5	Director	$0	$0	$0
Luke Van Kirk	Director	5	Director	$0	$0	$0
Aimee Ostick	Director	3	Director	$0	$0	$0
Kelsey Smith	Director	1	Director	$0	$0	$0
Rebekah Bernard	Director	1	Director	$0	$0	$0
Adriana Raus	Director	3	Director	$0	$0	$0
Deanna Barry	Director	1	Director	$0	$0	$0
Creighton Shute	Director	1	Director	$0	$0	$0
Ryan Bradbury	Resident Representative	1	Director	$0	$0	$0
Morgan Lewis	Student Representative	1	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
2025	No data	No data	No data	No data
2024	$527,676	$336,779	$616,673	$190,897
2023	$334,723	$180,904	$425,441	$153,819