California Health Advocates

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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

1997

Legal Domicile

Principal Officer

Catherina Isidro

Phone

9162315110

Tax Period

2022-07-01 to 2023-06-30

California Health Advocates, founded in 1997, is a community nonprofit in the Community Improvement sector that reported $1.8M in total revenue in fiscal year 2022. Revenue surged 109% from the prior year, signaling strong growth momentum.

Mission

California Health Advocates (CHA) provides quality medicare and related health care coverage information, education, and policy advocacy.

Program Service Accomplishments

Program 1

Expenses: $1,693,756

California Health Advocates' (CHA) federally funded Senior Medicare Patrol (SMP) program trains volunteers to perform outreach to California seniors to educate them about medicare fraud, how to avoid being de-frauded, and how to report fraud. The SMP program also performs preliminary fraud investigations, referring more complex cases to the U.S Department of Health and Human Services for resolution. We routinely provide topical training through monthly webinars, partner conference calls and semi-annual, in-person training; provide timely information on our robust website (www.cahealthadvocates.org); and publish fraud advisories in 9 threshold languages.

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,698,246

Program Service Revenue $76,622

Investment Income $7,824

Other Revenue $0

TOTAL REVENUE $1,782,692

Expense Breakdown

Grants Paid $0

Salaries & Benefits $426,882

Fundraising Expenses $10,201

Program Expenses $1,693,756

Other Expenses $1,375,890

TOTAL EXPENSES $1,802,772

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,782,692	$850,960	+1.1%
Expenses	$1,802,772	$878,702	+1.1%
Net Income	$-20,080	$-27,742	-0.3%

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

130

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

$89,366

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Catherina Isidro	Executive Dir.	20.00	Officer	$89,366	$0	$89,366
Ben Winker	Chairman	1.00	Officer Director	$0	$0	$0
Clare Smith	Treasurer	1.00	Officer Director	$0	$0	$0
Lorenda Sanchez	Director	1.00	Director	$0	$0	$0
John Tan	Director	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$1,782,692	$1,802,772	$284,792	$-20,080
2022	$850,960	$878,702	$351,331	$-27,742
2021	$595,761	$614,042	$261,313	$-18,281
2020	$729,736	$728,804	$253,846	$932
2019	$581,023	$606,421	$247,486	$-25,398