Californians to Protect Patients and Contain Health Care Costs (EIN 844011118) - 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

2019

Legal Domicile

Principal Officer

Steven S Lucas

Phone

4153896800

Tax Period

2022-01-01 to 2022-09-30

Californians to Protect Patients and Contain Health Care Costs, founded in 2019, is a community nonprofit that reported $7.2M in total revenue in fiscal year 2021. Revenue fell 67% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $3.5M, a strong 49% operating margin.

Mission

Educating the public and advocating on the benefits conferred on the citizens of California by patient and consumer protections designed to preserve patients' access to affordable healthcare.

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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 (2021)

Revenue Breakdown

Contributions & Grants $7,206,727

Program Service Revenue $0

Investment Income $33,263

Other Revenue $0

TOTAL REVENUE $7,239,990

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $468

Program Expenses $3,605,840

Other Expenses $3,708,217

TOTAL EXPENSES $3,708,217

Year-over-Year Comparison

	2021	2020	Change
Revenue	$7,239,990	$21,827,671	-0.7%
Expenses	$3,708,217	$1,763,712	+1.1%
Net Income	$3,531,773	$20,063,959	-0.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Peter DuBois	Director	1.00	Director	$0	$0	$0
Dustin Corcoran	Director/Chair	1.00	Officer Director	$0	$0	$0
Andy Firth	Director	0.00	Director	$0	$0	$0
Carmela Coyle	Director	0.00	Director	$0	$0	$0
Elizabeth Healy	Director	0.00	Director	$0	$0	$0
Jason Vega	Direct./CoChair	0.00	Officer Director	$0	$0	$0
John Garcia	Director	0.00	Director	$0	$0	$0
Sarah Scher	Director	0.00	Director	$0	$0	$0
Jeff Lisenby	Director	0.00	Director	$0	$0	$0
Steven S Lucas	Secretary/CFO	1.00	Officer	$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
2022	$7,239,990	$3,708,217	No data	$3,531,773
2021	$21,827,671	$1,763,712	$26,118,227	$20,063,959
2020	$2,150,957	$1,896,689	$6,054,268	$254,268
2019	$5,801,005	No data	$5,801,005	No data

Californians to Protect Patients and Contain Health Care Costs