CALIFORNIA PRIMARY CARE ASSOCIATION

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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

1994

Legal Domicile

Principal Officer

FRANCISCO SILVA

Phone

9164408170

Tax Period

2024-04-01 to 2025-03-31

CALIFORNIA PRIMARY CARE ASSOCIATION, founded in 1994, is a mid-sized nonprofit in the Health Care sector that reported $19.2M in total revenue in fiscal year 2024. Expenses of $25.5M exceeded revenue, resulting in a 33% operating deficit.

Mission

TO LEAD AND POSITION COMMUNITY CLINICS, HEALTH CENTERS, AND NETWORKSTHROUGH ADVOCACY, EDUCATION AND SERVICES AS KEY PLAYERS IN THE HEALTHCARE DELIVERY SYSTEM TO IMPROVE THE HEALTH STATUS OF THEIR COMMUNITIES.

Program Service Accomplishments

Program 1

Expenses: $23,552,390 Revenue: $7,154,578

LEAD AND POSITION ITS MEMBER COMMUNITY CLINICS AND HEALTH CENTERS AND NETWORKS THROUGH ADVOCACY, EDUCATION, AND SERVICES AS KEY PLAYERS IN THE HEALTH CARE DELIVERY SYSTEM TO IMPROVE THE HEALTH STATUS OF THEIR COMMUNITIES. STRENGTHENS THE OPERATIONAL EFFICIENCY AND MARKETPLACE COMPETITIVENESS BY PROVIDING TRAINING, TECHNICAL ASSISTANCE AND EDUCATIONAL PROGRAMS FOR COMMUNITY CLINICS AND HEALTH CENTERS AND THEIR STAFFS.

Program 2

Expenses: $20,229

PROVIDES LEGISLATIVE AND ADMINISTRATIVE SUPPORT TO COMMUNITY CLINICS, HEALTH CENTERS AND CLINIC NETWORKS.

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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 $11,690,558

Program Service Revenue $6,085,780

Investment Income $305,932

Other Revenue $1,068,798

TOTAL REVENUE $19,151,068

Expense Breakdown

Grants Paid $11,135,268

Salaries & Benefits $8,712,475

Fundraising Expenses $0

Program Expenses $23,572,619

Other Expenses $5,661,481

TOTAL EXPENSES $25,509,224

Year-over-Year Comparison

	2024	2023	Change
Revenue	$19,151,068	$18,644,298	+0.0%
Expenses	$25,509,224	$23,770,765	+0.1%
Net Income	$-6,358,156	$-5,126,467	+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

$1,260,971

Total Directors

Key Employees

$276,178

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID LONTOK	SECRETARY	4.00	Officer Director	$0	$0	$0
PAULO SOARES	IMMEDIATE PAST CHAIR	2.00	Officer Director	$0	$0	$0
JULIA LIOU	TREASURER	2.00	Officer Director	$0	$0	$0
CORINNE SANCHEZ	VICE SPEAKER	4.00	Officer Director	$0	$0	$0
ANDREA SCHWAB-GALINDO	CHAIR-ELECT	3.00	Officer Director	$0	$0	$0
RAKESH PATEL	CHAIR	4.00	Officer Director	$0	$0	$0
ASA SATARIANO	SPEAKER	3.00	Officer Director	$0	$0	$0
BENJAMIN FLORES	MEMBER AT LARGE	3.00	Director	$0	$0	$0
TORY STARR	MEMBER AT LARGE	3.00	Director	$0	$0	$0
ADEL SYED	MEMBER AT LARGE	2.00	Director	$0	$0	$0
ALVARO BALLESTEROS	DIRECTOR	2.00	Director	$0	$0	$0
DOREEN BRADSHAW	DIRECTOR	2.00	Director	$0	$0	$0
JANE GARCIA	DIRECTOR	2.00	Director	$0	$0	$0
BRITTA GUERRERO	DIRECTOR	2.00	Director	$0	$0	$0
KERRY HYDASH	DIRECTOR	2.00	Director	$0	$0	$0
KEVIN MATTSON	DIRECTOR	2.00	Director	$0	$0	$0
DANIELLE MYERS	DIRECTOR	2.00	Director	$0	$0	$0
TIM RINE	DIRECTOR	2.00	Director	$0	$0	$0
BRANDON THORNOCK	DIRECTOR	2.00	Director	$0	$0	$0
DAVID VLIET	DIRECTOR	2.00	Director	$0	$0	$0
ISABEL BECERRA	DIRECTOR	2.00	Director	$0	$0	$0
GENEVIEVE FILMARDIROSSIAN	DIRECTOR	2.00	Director	$0	$0	$0
FRANKLIN GONZALEZ	DIRECTOR	2.00	Director	$0	$0	$0
VIRGINA HEDRICK	DIRECTOR	2.00	Director	$0	$0	$0
KAREN LAUTERBACH	DIRECTOR	2.00	Director	$0	$0	$0
LOUISE MCCARTHY	DIRECTOR	2.00	Director	$0	$0	$0
ANDIE PATTERSON	DIRECTOR	2.00	Director	$0	$0	$0
GRACIELA SOTO-PEREZ	DIRECTOR	2.00	Director	$0	$0	$0
PEDRO TOLEDO	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTY WARD	DIRECTOR	2.00	Director	$0	$0	$0
FRANCISCO SILVA	PRESIDENT & CHIEF EXECUTIVE OFFICER	36.00	Officer	$590,276	$87,414	$677,690
GINGER L SMITH	CHIEF OPERATING OFFICER	36.00	Officer	$256,076	$25,184	$281,260
SONJA SPOWART	CHIEF FINANCIAL OFFICER	36.00	Officer	$256,317	$45,704	$302,021
JOSEPH CACHUELA	GENERAL COUNSEL	36.00	Key Emp	$242,374	$33,804	$276,178
DENNIS CUEVAS ROMERO	WP OF HEALTH GOVERNMENT AFFAIRS	34.00	Highest	$188,471	$38,104	$226,575
CHRISTINA HICKS	WP OF OPERATIONS & GOVERNANCE	40.00	Highest	$188,819	$28,125	$216,944
KEARSTEN SHEPHERD	WP OF DEVELOPMENT AND EXTERNAL RELATIONS	40.00	Highest	$179,039	$38,093	$217,132
LINDSEY FREITAS-NORMAN	VP OF CIVIC ENGAGEMENT AND COMMUNITY AFFAIRS	34.00	Highest	$169,113	$37,048	$206,161
DAVID ORANGE	VICE PRESIDENT OF JEDI	40.00	Highest	$249,902	$15,101	$265,003

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	$19,151,068	$25,509,224	$18,903,201	$-6,358,156
2024	$18,644,298	$23,770,765	$26,296,120	$-5,126,467
2023	$36,504,475	$18,987,453	$28,761,973	$17,517,022
2022	$14,655,608	$18,397,693	$11,309,164	$-3,742,085
2021	$17,795,202	$11,548,579	$14,860,072	$6,246,623
2020	$12,555,841	$13,080,678	$9,500,567	$-524,837
2019	$11,816,629	$11,866,279	$9,554,666	$-49,650
2018	$10,752,921	$10,956,096	$9,571,318	$-203,175