LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER INC

EIN: 943096772 501(c)(3)

MEDFORD, OR

Total Revenue
$63,802,949
Total Expenses
$63,515,617
Total Assets
$72,246,171
Net Assets
$62,934,555
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1988
Legal Domicile
OR
Principal Officer
MAHEA KAEO-WAILEHUA
Phone
5415356239
Tax Period
2024-06-01 to 2025-05-31

LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER INC, founded in 1988, is a mid-sized nonprofit that reported $63.8M in total revenue in fiscal year 2024.

Mission

LA CLINICA PROVIDES PRIMARY AND PREVENTIVE MEDICAL, DENTAL, BEHAVIORAL HEALTH, AND OTHER HEALTH PROMOTION SERVICES TO UNDERSERVED AND LOW-INCOME PATIENTS.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $15,378,909
Program Service Revenue $47,370,347
Investment Income $1,036,696
Other Revenue $16,997
TOTAL REVENUE $63,802,949

Expense Breakdown

Grants Paid $0
Salaries & Benefits $45,529,324
Fundraising Expenses $730,629
Program Expenses $47,791,928
Other Expenses $17,986,293
TOTAL EXPENSES $63,515,617

Year-over-Year Comparison

2024 2023 Change
Revenue $63,802,949 $60,678,617 +0.1%
Expenses $63,515,617 $54,987,487 +0.2%
Net Income $287,332 $5,691,130 -0.9%
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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Governance

Voting Members
14
Independent Members
14
Employees
605
Volunteers
65

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
6
$747,384
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MONICA MORALES PRESIDENT 2.00
Officer Director
$0 $0 $0
LYNNE LOWE SECRETARY 2.00
Officer Director
$0 $0 $0
JEANNE PICKENS TREASURER 2.00
Officer Director
$0 $0 $0
LINDA REID PAST PRESIDENT 2.00
Director
$0 $0 $0
SARA COLLINS BOARD MEMBER 2.00
Director
$0 $0 $0
WENDY DALY BOARD MEMBER 2.00
Director
$0 $0 $0
LARRY GIBBS BOARD MEMBER 2.00
Director
$0 $0 $0
SCOTT LEWIS BOARD MEMBER 2.00
Director
$0 $0 $0
JOANNE NOONE BOARD MEMBER 2.00
Director
$0 $0 $0
LISA PARKS BOARD MEMBER 2.00
Director
$0 $0 $0
PAUL ROSTYKUS BOARD MEMBER 2.00
Director
$0 $0 $0
BRAD RUSSELL BOARD MEMBER 2.00
Director
$0 $0 $0
CHRISTIE VAN AKEN BOARD MEMBER 2.00
Director
$0 $0 $0
LAUREL KIICHLI BOARD MEMBER 2.00
Director
$0 $0 $0
BRENDA JOHNSON RN MBA CEO 40.00
Officer
$361,470 $29,081 $390,551
TARA JEANNOT COO 40.00
Officer
$193,165 $3,768 $196,933
MARIANN KAEO-WAILEHUA CFO 40.00
Officer
$152,670 $7,230 $159,900
CHRISTOPHER ALFTINE CHIEF MEDICAL OFFICER 40.00
Highest
$355,426 $7,730 $363,156
ELIZABETH BANOWETZ FAMILY PRACTITIONER 40.00
Highest
$319,511 $16,742 $336,253
TYLER WILSON GENERAL PRACTITIONER (THRU 12/24) 40.00
Highest
$271,888 $16,931 $288,819
JAMIE OSBORN POPULATION HEALTH OFFICER 40.00
Highest
$279,670 $8,941 $288,611
KAREN SAUER MEDICAL OFFICER 33.00
Highest
$288,004 $19,969 $307,973
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 $63,802,949 $63,515,617 $72,246,171 $287,332
2024 $60,678,617 $54,987,487 $72,443,694 $5,691,130
2023 $56,141,003 $46,153,212 $65,449,211 $9,987,791
2022 $47,900,757 $39,822,662 $55,035,443 $8,078,095
2021 $49,363,762 $38,620,080 $46,429,450 $10,743,682
2020 $41,037,708 $38,488,960 $39,966,031 $2,548,748
2019 $33,272,869 $33,202,809 $32,417,777 $70,060
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