Asian and Pacific Islander Wellness Center Inc (EIN 943096109) - 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

1989

Legal Domicile

Principal Officer

Lance Toma

Phone

4152923400

Tax Period

2024-04-01 to 2025-03-31

Asian and Pacific Islander Wellness Center Inc, founded in 1989, is a mid-sized nonprofit in the Diseases & Disorders sector that reported $22.1M in total revenue in fiscal year 2024. Revenue surged 39% from the prior year, signaling strong growth momentum.

Mission

Our core belief at San Francisco Community Health Center is that everyone deserves to be healthy & needs access to the highest quality health care. Our mission is to transform lives by advancing health, wellness and equality.

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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 $18,232,317

Program Service Revenue $3,982,180

Investment Income $0

Other Revenue $-78,435

TOTAL REVENUE $22,136,062

Expense Breakdown

Grants Paid $282,242

Salaries & Benefits $17,168,480

Fundraising Expenses $85,735

Program Expenses $21,250,570

Other Expenses $6,716,735

TOTAL EXPENSES $24,167,457

Year-over-Year Comparison

	2024	2023	Change
Revenue	$22,136,062	$15,924,159	+0.4%
Expenses	$24,167,457	$17,198,992	+0.4%
Net Income	$-2,031,395	$-1,274,833	+0.6%

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

229

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

$980,014

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LANCE TOMA	CEO	40.00	Officer	$246,771	$42,506	$289,277
DAN O'NEIL MD	CMO	40.00	Officer	$240,000	$14,788	$254,788
MING MING KWAN	COO	40.00	Officer	$200,617	$11,708	$212,325
Shannon Heulom	Nurse Practitioner	40.00		$182,177	$19,168	$201,345
AMBER CURLEY	CFO	40.00	Officer	$191,708	$8,326	$200,034
Megan Phalon	Dir. of Shelter Pr	40.00		$145,583	$22,820	$168,403
Kate Franza LCSW	Managing Director	40.00		$153,333	$13,439	$166,772
Cara Nalagan	Nurse Practitioner	40.00		$137,419	$16,927	$154,346
Pamela Tassin	Director of Capacity Building	40.00		$122,398	$26,393	$148,791
Katie Booser	Director of HR	40.00		$139,307	$0	$139,307
Caitlin Felder-Heim MD	Physician	20.00		$121,667	$11,977	$133,644
Nicky Alumia Calma	Managing Director	40.00		$125,598	$0	$125,598
Miguel Ibarra LCSW	Managing Director	40.00		$123,208	$0	$123,208
Tatyana Moaton PHD	Dir. of Strategy & External Affairs	40.00		$122,398	$0	$122,398
ROSALIA AQUINO	CFO	40.00	Officer	$23,590	$0	$23,590
BEN PLUMLEY	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
MIKE RABANAL	VICE-CHAIR	2.00	Officer Director	$0	$0	$0
DEBORAH THROPE	SECRETARY	1.00	Officer Director	$0	$0	$0
NICOLAS CLEM	TREASURER	1.00	Officer Director	$0	$0	$0
David Win	Board Member	1.00	Director	$0	$0	$0
EMMA YOU	BOARD MEMBER	1.00	Director	$0	$0	$0
JACKIE EJUWA	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN JONES	BOARD MEMBER	1.00	Director	$0	$0	$0
KATE MCKINLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
MELISA MARQUEZ RODRIGUEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
VIVEK JAIN	BOARD MEMBER	1.00	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	$22,136,062	$24,167,457	$13,417,210	$-2,031,395
2024	$17,046,286	$17,581,008	$11,237,889	$-534,722
2024	$15,924,159	$17,198,992	$11,287,888	$-1,274,833
2023	$15,155,889	$15,668,160	$12,013,210	$-512,271
2022	$16,014,921	$9,987,512	$9,826,509	$6,027,409
2021	$8,463,967	$8,146,365	$4,722,379	$317,602
2020	$7,466,955	$7,606,165	$2,475,586	$-139,210
2019	$7,460,099	$6,672,804	$2,622,587	$787,295
2018	$6,752,832	$7,040,388	$2,209,104	$-287,556

Asian and Pacific Islander Wellness Center Inc