OREGON PRIMARY CARE ASSOCIATION (EIN 930877986) - 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

1984

Legal Domicile

Principal Officer

JOAN WATSON-PATKO

Phone

5032288852

Tax Period

2024-04-01 to 2025-03-31

OREGON PRIMARY CARE ASSOCIATION, founded in 1984, is a community nonprofit in the Health Care sector that reported $7.1M in total revenue in fiscal year 2024. Expenses of $6.5M left a modest 8% surplus.

Mission

LEADING THE TRANSFORMATION OF PRIMARY CARE TO ACHIEVE HEALTH EQUALITY FOR ALL.

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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 $5,619,619

Program Service Revenue $1,328,667

Investment Income $148,273

Other Revenue $0

TOTAL REVENUE $7,096,559

Expense Breakdown

Grants Paid $1,490,656

Salaries & Benefits $3,199,139

Fundraising Expenses $0

Program Expenses $3,696,141

Other Expenses $1,803,597

TOTAL EXPENSES $6,493,392

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,096,559	$7,045,859	+0.0%
Expenses	$6,493,392	$6,926,833	-0.1%
Net Income	$603,167	$119,026	+4.1%

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

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

$213,528

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA CLINE	PRESIDENT	1.00	Officer Director	$0	$0	$0
WILLIAM NORTH	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
BLAINE WEST	TREASURER	1.00	Officer Director	$0	$0	$0
ADRIENNE DANIELS	SECRETARY	1.00	Officer Director	$0	$0	$0
AMY FINE	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW SUCHOCKI	DIRECTOR	1.00	Director	$0	$0	$0
BENJAMIN MURRAY	DIRECTOR	1.00	Director	$0	$0	$0
DAVE PERKINS	DIRECTOR	1.00	Director	$0	$0	$0
ERIN TRAPP	DIRECTOR	1.00	Director	$0	$0	$0
GIL MUNOZ	DIRECTOR	1.00	Director	$0	$0	$0
KIM LEATHLEY	DIRECTOR	1.00	Director	$0	$0	$0
MARLENE PUTMAN	DIRECTOR	1.00	Director	$0	$0	$0
NIC POWERS	DIRECTOR	1.00	Director	$0	$0	$0
PARI MAZHAR	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK STORY	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD BOOTH	DIRECTOR	1.00	Director	$0	$0	$0
SARAH ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
STEVE STRANG	DIRECTOR	1.00	Director	$0	$0	$0
VICTORIA DEMCHAK	DIRECTOR	1.00	Director	$0	$0	$0
JOAN WATSON-PATKO	EXECUTIVE DIRECTOR	40.00	Officer	$190,566	$22,962	$213,528
CARLA JONES	NETWORK DIRECTOR	40.00	Highest	$169,785	$17,154	$186,939
CLAIRE TRANSCHESE	DEPUTY DIRECTOR	40.00	Highest	$128,514	$15,504	$144,018
DANIELLE SOBEL	POLICY & REGULATORY AFFAIRS SR DIRECTOR	40.00	Highest	$122,101	$15,247	$137,348
BROOKE LINN	SENIOR DIRECTOR OF PROGRAMS	40.00	Highest	$116,689	$11,177	$127,866

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	$7,096,559	$6,493,392	$7,076,078	$603,167
2024	$7,045,859	$6,926,833	$5,985,936	$119,026
2023	$5,572,134	$5,678,240	$3,503,633	$-106,106
2022	$3,960,483	$4,075,502	$2,427,787	$-115,019
2021	$3,524,311	$2,802,352	$2,466,699	$721,959
2020	$3,024,908	$2,754,192	$1,841,041	$270,716
2019	$2,544,490	$2,543,612	$1,524,720	$878
2018	$2,687,645	$2,713,268	$1,505,294	$-25,623

OREGON PRIMARY CARE ASSOCIATION