WESTERN SIERRA MEDICAL CLINIC INC (EIN 942279011) - 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

1975

Legal Domicile

Principal Officer

JENNIFER MALONE

Phone

5302734984

Tax Period

2023-01-01 to 2023-12-31

WESTERN SIERRA MEDICAL CLINIC INC, founded in 1975, is a mid-sized nonprofit in the Health Care sector that reported $19.0M in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year.

Mission

THE CLINIC'S SPECIFIC PURPOSE IS TO PROVIDE QUALITY HEALTH CARE AND RELATED CHARITABLE AND EDUCATIONAL OPPORTUNITIES TO PEOPLE OF ALL AGES AND INCOMES, LIVING IN WESTERN SIERRA AND NEVADA COUNTIES. THE PURPOSE INCLUDES MEDICAL AND PREVENTATIVE HEALTH SERVICES, LONG-TERM CARE AND EDUCATION CONCERNING HEALTH CARE NEEDS AND ISSUES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $3,854,056

Program Service Revenue $14,481,786

Investment Income $72,861

Other Revenue $565,950

TOTAL REVENUE $18,974,653

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,313,518

Fundraising Expenses $0

Program Expenses $14,909,774

Other Expenses $6,634,338

TOTAL EXPENSES $18,947,856

Year-over-Year Comparison

	2023	2022	Change
Revenue	$18,974,653	$20,122,865	-0.1%
Expenses	$18,947,856	$17,481,211	+0.1%
Net Income	$26,797	$2,641,654	-1.0%

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

171

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

$1,116,074

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LUPE PETERSON	DIRECTOR	1.00	Director	$0	$0	$0
DOUG MCDONALD	DIRECTOR	1.00	Director	$0	$0	$0
JON PEEK	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT OLDHAM MD	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT BROWNE	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
LISA WILSON	DIRECTOR	1.00	Director	$0	$0	$0
BRANDON PAGMAN	DIRECTOR	1.00	Director	$0	$0	$0
LINDA GREENLEE	DIRECTOR	1.00	Director	$0	$0	$0
LARRY ALLEN	CHAIR	1.00	Officer Director	$0	$0	$0
ANITA DANIELS	TREASURER	1.00	Officer Director	$0	$0	$0
DEREK WILLIAMS	SECRETARY	1.00	Officer Director	$0	$0	$0
DON RUSSELL	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW MORRIS	CHIEF MEDICAL OFFICER	40.00	Officer	$111,176	$0	$111,176
MICHAEL SCHAUB	CHIEF OPERATING OFFICER	40.00	Officer	$62,132	$4,295	$66,427
DAN HAPPS	CHIEF INFORMATION OFFICER	40.00	Officer	$159,502	$6,994	$166,496
JENNIFER MALONE	CHIEF EXECUTIVE OFFICER	40.00	Officer	$275,510	$14,618	$290,128
JOSEPH BRITTON	CHIEF MEDICAL OFFICER	40.00	Officer	$278,004	$8,340	$286,344
KATHLEEN MARHSALL	CHIEF OPERATIONS OFFICER	40.00	Officer	$182,255	$13,248	$195,503
SHARON MCINTYRE	PHYSICIAN	40.00	Highest	$205,966	$7,366	$213,332
JUAN A CHAVEZ	DENTAL DIRECTOR	40.00	Highest	$251,310	$17,611	$268,921
LYNNE SCANNELL	PEDIATRICIAN	40.00	Highest	$205,292	$13,578	$218,870
SUSAN E SHAPIRO	PHYSICIAN	40.00	Highest	$262,725	$9,170	$271,895
ANDREA GEKAS	LICENSED MIDWIFE	40.00	Highest	$169,315	$15,493	$184,808

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
2024	No data	No data	No data	No data
2023	$18,974,653	$18,947,856	$17,928,076	$26,797
2022	$20,122,865	$17,481,211	$17,963,680	$2,641,654
2021	$17,474,892	$15,373,015	$14,251,901	$2,101,877
2020	$15,661,571	$14,325,759	$12,236,237	$1,335,812
2019	$14,597,327	$15,176,400	$11,250,493	$-579,073
2018	$14,892,074	$13,565,944	$10,818,720	$1,326,130

WESTERN SIERRA MEDICAL CLINIC INC