PATIENT ASSISTANCE FOUNDATION

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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

SCOTT PLYMALE

Phone

4159233155

Tax Period

2023-01-01 to 2023-12-31

PATIENT ASSISTANCE FOUNDATION, founded in 1984, is a small nonprofit in the Health Care sector that reported $962K in total revenue in fiscal year 2023. Expenses of $1.4M exceeded revenue, resulting in a 48% operating deficit.

Mission

TO PROVIDE AND PROMOTE INNOVATIVE HEALTH CARE AND HEALTH MAINTENANCE PROGRAMS TO THE GREATER BAY AREA AS WELL AS PATIENTS SERVED BY CPMC. CHRC PROVIDES COUNSELING, EDUCATION AND COORDINATION OF MULTIPLE PATIENT SERVICES TO SUPPLEMENT THE CARE AND SUPPORT PROVIDED BY PHYSICIANS.

Program Service Accomplishments

Program 1

Expenses: $623,320 Revenue: $723,020

BEHAVIORAL/MENTAL HEALTH SERVICES AND NUTRITION COUNSELING -- THE ORGANIZATION HAS A TEAM OF LICENSED PROFESSIONALS OFFERING SUPPORT FOR INDIVIDUALS, GROUPS AND FAMILIES LOOKING FOR EMOTIONAL OR...

BEHAVIORAL/MENTAL HEALTH SERVICES AND NUTRITION COUNSELING -- THE ORGANIZATION HAS A TEAM OF LICENSED PROFESSIONALS OFFERING SUPPORT FOR INDIVIDUALS, GROUPS AND FAMILIES LOOKING FOR EMOTIONAL OR PRACTICAL GUIDANCE AND SUPPORT. LIKEWISE, THE ORGANIZATION HAS A TEAM OF REGISTERED DIETITIANS THAT PROVIDES NUTRITION COUNSELING SERVICES. THE ORGANIZATION'S NUTRITION SERVICES PROVIDE EDUCATION AND INSTRUCTION TO HELP SUPPORT ONE'S INDIVIDUAL VARIETY OF CONDITIONS, CONCERNS, GOALS AND LIFE STAGES.

Program 2

Expenses: $477,947 Revenue: $1,633

HEALTH EDUCATION -- THE ORGANIZATION OFFERS MONTHLY WELLNESS EVENTS THAT INCLUDE HEALTH SCREENINGS, COMMUNITY EDUCATION LECTURES AND EMPLOYEE WELLNESS PRESENTATIONS.

Program 3

Expenses: $112,446 Revenue: $19,328

HEALTH SCREENINGS -- THE ORGANIZATION PROVIDES BOTH GRANT-FUNDED AND CONTRACTED HEALTH SCREENING SERVICES AT EMPLOYEE HEALTH AFFAIRS,WELLNESS EVENTS, SCHOOLS AND COMMUNITY CENTERS. THE HEALTH...

HEALTH SCREENINGS -- THE ORGANIZATION PROVIDES BOTH GRANT-FUNDED AND CONTRACTED HEALTH SCREENING SERVICES AT EMPLOYEE HEALTH AFFAIRS,WELLNESS EVENTS, SCHOOLS AND COMMUNITY CENTERS. THE HEALTH SCREENING SERVICES, WHICH INCLUDE CHOLESTEROL, BLOOD GLUCOSE, BLOOD PRESSURE, BODY MASS INDEX, BONE DENSITY AND MEMORY SCREENS, ARE CONDUCTED BY REGISTERED NURSES.

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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 $178,003

Program Service Revenue $743,981

Investment Income $37,762

Other Revenue $2,413

TOTAL REVENUE $962,159

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,105,263

Fundraising Expenses $29,673

Program Expenses $1,213,713

Other Expenses $322,212

TOTAL EXPENSES $1,427,475

Year-over-Year Comparison

	2023	2022	Change
Revenue	$962,159	$991,543	0.0%
Expenses	$1,427,475	$1,392,986	+0.0%
Net Income	$-465,316	$-401,443	+0.2%

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

$197,541

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARILYN KUTZSCHER MD	PRESIDENT	1.00	Officer Director	$0	$0	$0
FRANK HUANG	TREASURER - SECRETARY	1.00	Officer Director	$0	$0	$0
ARI BARON MD	DIRECTOR	1.00	Director	$0	$0	$0
BARRY BARON MD	DIRECTOR	1.00	Director	$0	$0	$0
BAGNA BRAESTRUP	DIRECTOR	1.00	Director	$0	$0	$0
PETER CALLANDER MD	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER HIRST	DIRECTOR	1.00	Director	$0	$0	$0
HOLLY HOLTER MD	DIRECTOR	1.00	Director	$0	$0	$0
MARCY NATHAN	DIRECTOR	1.00	Director	$0	$0	$0
CHUCK SELLMAN	DIRECTOR	1.00	Director	$0	$0	$0
NAVEEN SRIVATSA	DIRECTOR	1.00	Director	$0	$0	$0
SHILPA SHAH MD	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT PLYMALE LCSW	EXECUTIVE DIRECTOR	40.00	Officer	$180,732	$16,809	$197,541

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	$962,159	$1,427,475	$1,341,468	$-465,316
2022	$991,543	$1,392,986	$1,724,409	$-401,443
2021	$1,106,393	$1,407,318	$2,827,445	$-300,925
2020	$827,801	$1,216,400	$3,141,067	$-388,599
2019	$795,807	$1,164,067	$3,237,934	$-368,260
2018	$742,106	$1,092,860	$3,392,119	$-350,754