CPCA VENTURES (EIN 943345480) - 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

1999

Legal Domicile

Principal Officer

FRANCISCO SILVA

Phone

9164408170

Tax Period

2024-04-01 to 2025-03-31

CPCA VENTURES, founded in 1999, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $667K in total revenue in fiscal year 2024. The organization ran a surplus of $255K, a strong 38% operating margin.

Mission

TO PROVIDE NEEDY INDIVIDUALS AND FAMILIES ACCESS TO HEALTH CARE SERVICES, OR SUPPORT, OR PROMOTE SUCH SERVICE PROVIDERS, INCLUDING CALIFORNIA PRIMARY CARE ASSOCIATION.

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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 $0

Program Service Revenue $275,504

Investment Income $391,347

Other Revenue $0

TOTAL REVENUE $666,851

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $411,488

Other Expenses $411,488

TOTAL EXPENSES $411,488

Year-over-Year Comparison

	2024	2023	Change
Revenue	$666,851	$634,032	+0.1%
Expenses	$411,488	$381,001	+0.1%
Net Income	$255,363	$253,031	+0.0%

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

N/A

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	1.00	Officer Director	$0	$0	$0
PAULO SOARES	IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
JULIA LIOU	TREASURER	1.00	Officer Director	$0	$0	$0
CORINNE SANCHEZ	VICE SPEAKER	1.00	Officer Director	$0	$0	$0
ANDREA SCHWAB-GALINDO	CHAIR-ELECT	0.50	Officer Director	$0	$0	$0
RAKESH PATEL	CHAIR	1.00	Officer Director	$0	$0	$0
ASA SATARIANO	SPEAKER	0.50	Officer Director	$0	$0	$0
BENJAMIN FLORES	MEMBER AT LARGE	0.50	Director	$0	$0	$0
TORY STARR	MEMBER AT LARGE	0.50	Director	$0	$0	$0
ADEL SYED	MEMBER AT LARGE	0.50	Director	$0	$0	$0
ALVARO BALLESTEROS	DIRECTOR	0.50	Director	$0	$0	$0
DOREEN BRADSHAW	DIRECTOR	0.50	Director	$0	$0	$0
JANE GARCIA	DIRECTOR	0.50	Director	$0	$0	$0
BRITTA GUERRERO	DIRECTOR	0.50	Director	$0	$0	$0
KERRY HYDASH	DIRECTOR	0.50	Director	$0	$0	$0
KEVIN MATTSON	DIRECTOR	0.50	Director	$0	$0	$0
DANIELLE MYERS	DIRECTOR	0.50	Director	$0	$0	$0
TIM RINE	DIRECTOR	0.50	Director	$0	$0	$0
BRANDON THORNOCK	DIRECTOR	0.50	Director	$0	$0	$0
DAVID VLIET	DIRECTOR	0.50	Director	$0	$0	$0
ISABEL BECERRA	DIRECTOR	0.50	Director	$0	$0	$0
GENEVIEVE FILMARDIROSSIAN	DIRECTOR	0.50	Director	$0	$0	$0
FRANKLIN GONZALEZ	DIRECTOR	0.50	Director	$0	$0	$0
VIRGINA HEDRICK	DIRECTOR	0.50	Director	$0	$0	$0
KAREN LAUTERBACH	DIRECTOR	0.50	Director	$0	$0	$0
LOUISE MCCARTHY	DIRECTOR	0.50	Director	$0	$0	$0
ANDIE PATTERSON	DIRECTOR	0.50	Director	$0	$0	$0
GRACIELA SOTO-PEREZ	DIRECTOR	0.50	Director	$0	$0	$0
PEDRO TOLEDO	DIRECTOR	0.50	Director	$0	$0	$0
CHRISTY WARD	DIRECTOR	0.50	Director	$0	$0	$0
FRANCISCO SILVA	PRESIDENT & CHIEF EXECUTIVE OFFICER	2.00	Officer	$0	$87,414	$677,690
GINGER L SMITH	CHIEF OPERATING OFFICER	2.00	Officer	$0	$25,184	$281,260
SONJA SPOWART	CHIEF FINANCIAL OFFICER	2.00	Officer	$0	$45,704	$302,021
JOSEPH CACHUELA	GENERAL COUNSEL	2.00	Key Emp	$0	$33,804	$276,178

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	$666,851	$411,488	$16,204,316	$255,363
2024	$634,032	$381,001	$17,220,399	$253,031
2023	$634,041	$1,387,823	$18,367,444	$-753,782
2022	$340,277	$510,786	$22,661,387	$-170,509
2021	$2,091,000	$790,163	$17,700,766	$1,300,837
2020	$171,267	$163,631	$10,593,357	$7,636
2019	$202,156	$189,506	$10,583,849	$12,650
2018	$323,366	$189,252	$10,820,831	$134,114

CPCA VENTURES