MISSION AREA HEALTH ASSOCIATES (EIN 942284365) - 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

1974

Legal Domicile

Principal Officer

ANNA ROBERT

Phone

4155521013

Tax Period

2023-01-01 to 2023-12-31

MISSION AREA HEALTH ASSOCIATES, founded in 1974, is a mid-sized nonprofit in the Health Care sector that reported $29.3M in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year.

Mission

WE PROVIDE PRIMARY MEDICAL CARE TO LOW INCOME FAMILIES AND INDIVIDUALS.

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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 $12,218,294

Program Service Revenue $16,523,103

Investment Income $431,692

Other Revenue $169,129

TOTAL REVENUE $29,342,218

Expense Breakdown

Grants Paid $0

Salaries & Benefits $17,729,270

Fundraising Expenses $0

Program Expenses $25,713,445

Other Expenses $10,980,515

TOTAL EXPENSES $28,709,785

Year-over-Year Comparison

	2023	2022	Change
Revenue	$29,342,218	$32,645,439	-0.1%
Expenses	$28,709,785	$29,421,644	0.0%
Net Income	$632,433	$3,223,795	-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

276

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

$1,445,321

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMELIA MARTINEZ-BANKHEAD	PRESIDENT	8.00	Officer Director	$0	$0	$0
RITA FRANKLIN	VICE PRESIDENT	8.00	Officer Director	$0	$0	$0
CHARLES MOSER MD	TREASURER	2.00	Officer Director	$0	$0	$0
FRANCISCO GARCIA	SECR. THRU 6/2023 / CONSUMER TRUSTEE	2.00	Officer Director	$0	$0	$0
JOSE RODRIGUEZ MA	SECRETARY START 6/2023	2.00	Officer Director	$0	$0	$0
GEORGE BACH Y RITA MD	COMMUNITY TRUSTEE THROUGH 5/2023	2.00	Director	$0	$0	$0
MARCIA CONTRERAS	COMMUNITY TRUSTEE	2.00	Director	$0	$0	$0
LUZ DECKER	CONSUMER TRUSTEE	2.00	Director	$0	$0	$0
SANDRA MORA	COMMUNITY TRUSTEE	2.00	Director	$0	$0	$0
MARYLOU PONCE	CONSUMER TRUSTEE	2.00	Director	$0	$0	$0
SYLVIA VASQUEZ	CONSUMER TRUSTEE	2.00	Director	$0	$0	$0
BRENDA STOREY	CEO THROUGH 7/2023	40.00	Officer	$202,490	$8,599	$211,089
ANNA ROBERT RN MSN DRPH	CEO START 7/2023	40.00	Officer	$106,873	$10,612	$117,485
JAIME RUIZ MD FAAP	CHIEF MEDICAL OFFICER	40.00	Officer	$263,093	$26,107	$289,200
MATILDA SALAKO	CHIEF FINANCIAL OFFICER	40.00	Officer	$246,512	$0	$246,512
TAMMY ALVAREZ	CHIEF OPERATING OFFICER	40.00	Officer	$165,300	$27,750	$193,050
LOLA TROVAO	CHIEF HUMAN RESOURCES OFFICER	40.00	Officer	$153,754	$28,568	$182,322
FERNANDO GOMEZ-BENITEZ	DEPUTY DIR & CHIEF COMPLIANCE OFFICER	40.00	Officer	$147,470	$28,698	$176,168
WILLIE RAMIREZ	CHIEF STRATEGY OFFICER	40.00	Officer	$29,495	$0	$29,495
YANGCHEN DOLKAR MD	PHYSICIAN	40.00	Highest	$227,892	$41,702	$269,594
ROBERT WILLIAMS MD	CLINICAL CHIEF	40.00	Highest	$221,952	$41,385	$263,337
BRENT LEM MD	PEDIATRICIAN	40.00	Highest	$219,062	$19,053	$238,115
JOHN LAMBERT MD	PEDIATRICIAN	40.00	Highest	$216,794	$9,417	$226,211
AARTI VALA MD	LEAD PHYSICIAN	40.00	Highest	$212,586	$10,299	$222,885

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	$29,342,218	$28,709,785	$28,926,464	$632,433
2022	$32,645,439	$29,421,644	$27,487,180	$3,223,795
2021	$32,986,231	$27,024,767	$21,695,232	$5,961,464
2020	$28,162,083	$23,454,888	$17,573,450	$4,707,195
2019	$22,448,882	$21,157,292	$13,179,000	$1,291,590
2018	$21,297,538	$20,088,507	$11,998,939	$1,209,031

MISSION AREA HEALTH ASSOCIATES