HEALTH ACCESS OF CALIFORNIA

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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

1987

Legal Domicile

Principal Officer

AMANDA MCALLISTER-WALLNER

Phone

9164970923

Tax Period

2024-10-01 to 2025-09-30

HEALTH ACCESS OF CALIFORNIA, founded in 1987, is a small nonprofit that reported $562K in total revenue in fiscal year 2024.

Mission

HEALTH ACCESS CALIFORNIA IS THE STATEWIDE HEALTH CARE CONSUMER ADVOCACY COALITION, ADVOCATING FOR THE GOAL OF QUALITY, EQUITABLE AND AFFORDABLE HEALTH CARE FOR ALL CALIFORNIANS.

Program Service Accomplishments

Program 1

Expenses: $374,491 Revenue: $71,350

GENERAL PROGRAMS: THE GENERAL PROGRAM IS A NON-LOBBYING AD-HOC PROGRAMMATIC ACTIVITY THAT SUPPORTS THE STATEWIDE HEALTH CARE CONSUMER ADVOCACY COALITION. THE COALITION BRINGS TOGETHER DOZENS OF OTHER MEMBER ORGANIZATIONS REPRESENTING SENIORS, PEOPLE WITH DISABILITIES, CHILDREN, IMMIGRANTS, COMMUNITIES OF COLOR, HEALTH CARE PROFESSIONALS, PEOPLE OF FAITH, LABOR, WOMEN, LOW-INCOME FAMILIES, AND COMMUNITIES THROUGHOUT CALIFORNIA TO BE A LEADING VOICE FOR HEALTH CARE CONSUMERS IN CALIFORNIA. WE CONTRIBUTED $10,000 TO THE FIGHT FOR OUR HEALTH ACTION FUND.

Program 2

Expenses: $138,701 Revenue: $0

STATE LOBBYING: HEALTH ACCESS REPRESENTS HEALTH CONSUMERS IN THE STATE LEGISLATURE AND WORKS TO DEVELOP HEALTH POLICIES. WE SPONSOR AND ADVANCE KEY BILLS SO CONSUMERS CAN HAVE CONFIDENCE THAT CARE...

STATE LOBBYING: HEALTH ACCESS REPRESENTS HEALTH CONSUMERS IN THE STATE LEGISLATURE AND WORKS TO DEVELOP HEALTH POLICIES. WE SPONSOR AND ADVANCE KEY BILLS SO CONSUMERS CAN HAVE CONFIDENCE THAT CARE AND COVERAGE WILL BE THERE WHEN THEY NEED IT. LOBBYING INCLUDES ADVANCING LEGISLATION ON SETTING A STANDARD FOR ESSENTIAL HEALTH BENEFITS AND NEW INSURANCE MARKET RULES, AND STREAMLINING ENROLLMENT AND ELIGIBILITY FOR COVERAGE.

Program 3

Expenses: $8,120 Revenue: $0

FEDERAL LOBBYING: HEALTH ACCESS LEADS THE CALIFORNIA FIELD CAMPAIGN OF THE BROAD-BASED COALITION FOR FEDERAL HEALTH REFORM, WHERE ALL AMERICANS ARE GUARANTEED QUALITY, AFFORDABLE HEALTH CARE, AND ARE NOT LEFT ALONE AT THE MERCY OF THE INSURANCE COMPANIES. WE CONTINUE TO PROVIDE BRIEFINGS FOR CALIFORNIA'S ELECTED REPRESENTATIONS IN WASHINGTON DC DURING THE YEAR.

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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 $475,000

Program Service Revenue $71,350

Investment Income $16,064

Other Revenue $0

TOTAL REVENUE $562,414

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $301,847

Fundraising Expenses $10,334

Program Expenses $521,312

Other Expenses $255,168

TOTAL EXPENSES $567,015

Year-over-Year Comparison

	2024	2023	Change
Revenue	$562,414	$580,945	0.0%
Expenses	$567,015	$601,310	-0.1%
Net Income	$-4,601	$-20,365	-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

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
JOAN PIRKLE SMITH	PRESIDENT	5	Officer Director	$0	$0	$0
SARAH DAR	TREASURER	5	Officer Director	$0	$0	$0
KIRAN SAVAGE-SANGWAN	SECRETARY	5	Officer Director	$0	$0	$0
KELLY HARDY	VICE PRESIDENT	5	Officer Director	$0	$0	$0
TIA ORR	VICE PRESIDENT	5	Officer Director	$0	$0	$0
MAYRA ALVAREZ	BOARD MEMBER	5	Director	$0	$0	$0
RAMON CASTELBLANCH	BOARD MEMBER	5	Director	$0	$0	$0
JULIET CHOI	BOARD MEMBER	5	Director	$0	$0	$0
LORI EASTERLING	BOARD MEMBER	5	Director	$0	$0	$0
JENN ENGSTROM	BOARD MEMBER	5	Director	$0	$0	$0
JEFF FRIETAS	BOARD MEMBER	5	Director	$0	$0	$0
LORENA GONZALEZ FLETCHER	BOARD MEMBER	5	Director	$0	$0	$0
ALIA GRIFFING	BOARD MEMBER	5	Director	$0	$0	$0
MICHELLE JOHNSTON	BOARD MEMBER	5	Director	$0	$0	$0
JOSEPH TOMAS MCKELLAR	BOARD MEMBER	5	Director	$0	$0	$0
LINDA NGUY	BOARD MEMBER	5	Director	$0	$0	$0
MARIBEL NUNEZ	BOARD MEMBER	5	Director	$0	$0	$0
RHONDA SMITH	BOARD MEMBER	5	Director	$0	$0	$0
NICOLE THIBEAU	BOARD MEMBER	5	Director	$0	$0	$0
SONYA YOUNG	BOARD MEMBER	5	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	$562,414	$567,015	$867,066	$-4,601
2024	$580,945	$601,310	$793,513	$-20,365
2023	$627,783	$532,311	$784,042	$95,472
2022	$791,658	$575,328	$714,418	$216,330
2019	$247,455	$229,083	$418,742	$18,372