Charlotte Maxwell Clinic

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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

1996

Legal Domicile

Principal Officer

Erin Harr Yee

Phone

5106017660

Tax Period

2024-01-01 to 2024-12-31

Charlotte Maxwell Clinic, founded in 1996, is a small nonprofit in the Unknown sector that reported $699K in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year. Expenses of $1.1M exceeded revenue, resulting in a 54% operating deficit.

Mission

To provide San Francisco Bay Area low-income women with cancer the opportunity for improved health outcomes and quality of life by providing free access to compassionate, integrative care.

Program Service Accomplishments

Program 1

Expenses: $720,761

The Charlotte Maxwell Clinic (CMC) provides free integrative health care to low-income women with cancer in the San Francisco Bay Area. The clinic focuses on supporting women who are undergoing or...

The Charlotte Maxwell Clinic (CMC) provides free integrative health care to low-income women with cancer in the San Francisco Bay Area. The clinic focuses on supporting women who are undergoing or recovering from cancer treatment by offering a range of complementary therapies such as acupuncture, massage therapy, herbal medicine, homeopathy, guided imagery, and nutritional counseling to help manage side effects and improve clients' quality of life. The clinic serves women who are low-income, uninsured, or underinsured, many of whom are from communities of color or immigrant backgrounds. Services are provided at no cost, helping to reduce healthcare disparities. Beyond medical care, the Charlotte Maxwell Clinic fosters a safe and nurturing space where clients can feel seen, supported, and empowered during their cancer journey. In 2024, CMC served 267 unduplicated clients, offered 2,668 in-clinic and telehealth visits, provided by 168 practitioner and program support volunteers.

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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 $583,412

Program Service Revenue $0

Investment Income $115,353

Other Revenue $0

TOTAL REVENUE $698,765

Expense Breakdown

Grants Paid $0

Salaries & Benefits $701,370

Fundraising Expenses $181,347

Program Expenses $720,761

Other Expenses $358,851

TOTAL EXPENSES $1,074,652

Year-over-Year Comparison

	2024	2023	Change
Revenue	$698,765	$863,420	-0.2%
Expenses	$1,074,652	$936,869	+0.1%
Net Income	$-375,887	$-73,449	+4.1%

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

168

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

$105,261

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Melbra Watts	Executive Dir.	40.00	Officer	$104,531	$730	$105,261
Annette Walton	Director	0.50	Director	$0	$0	$0
Alice Gandelman	President	10.00	Officer Director	$0	$0	$0
Jean Snider	Treasurer	8.00	Officer Director	$0	$0	$0
Poorvi Satya	Director	3.00	Director	$0	$0	$0
Beth Parker	Director	5.00	Director	$0	$0	$0
Erin Yee	President	10.00	Officer Director	$0	$0	$0
Crystal Terry	Director	5.00	Director	$0	$0	$0
Dellilah Sabba	Director	5.00	Director	$0	$0	$0
Jessica Hanserd	Director	0.50	Director	$0	$0	$0
Magdalena Palavecino	Director	5.00	Director	$0	$0	$0
Maggie Burgett	Director	5.00	Director	$0	$0	$0
Alexis Truong	Director	1.00	Director	$0	$0	$0
Charlotte Wilson	Director	2.00	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	No data	No data	No data	No data
2024	$698,765	$1,074,652	$2,608,352	$-375,887
2023	$863,420	$936,869	$2,866,657	$-73,449
2022	$615,225	$722,154	$2,902,708	$-106,929
2021	$3,456,514	$419,882	$3,197,379	$3,036,632
2021	$3,456,514	$419,882	$3,197,379	$3,036,632
2020	$434,287	$358,925	$169,693	$75,362
2019	$357,943	$478,475	$104,225	$-120,532
2018	$452,913	$485,752	$190,840	$-32,839