PACIFIC CLINICS (EIN 951644034) - 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

1926

Legal Domicile

Principal Officer

JAMES BALLA

Phone

6262545000

Tax Period

2021-07-01 to 2022-03-01

PACIFIC CLINICS, founded in 1926, is a mid-sized nonprofit that reported $71.2M in total revenue in fiscal year 2021. Revenue fell 33% from the prior year — a significant decline worth monitoring.

Mission

PACIFIC CLINICS PROVIDES MENTAL HEALTH, EMPLOYMENT, EDUCATIONAL, HOUSING AND SUBSTANCE ABUSE SERVICES, AND HEAD START AND EARLY HEAD START PROGRAMS.

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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 (2021)

Revenue Breakdown

Contributions & Grants $6,030,899

Program Service Revenue $64,951,357

Investment Income $223,237

Other Revenue $7,178

TOTAL REVENUE $71,212,671

Expense Breakdown

Grants Paid $0

Salaries & Benefits $51,029,949

Fundraising Expenses $219,404

Program Expenses $57,827,137

Other Expenses $20,268,209

TOTAL EXPENSES $71,298,158

Year-over-Year Comparison

	2021	2020	Change
Revenue	$71,212,671	$106,080,713	-0.3%
Expenses	$71,298,158	$105,823,085	-0.3%
Net Income	$-85,487	$257,628	-1.3%

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

1373

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

$888,656

Total Directors

Key Employees

$3,300,618

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN A BREKKE PHD	DIRECTOR	1.00	Director	$0	$0	$0
ARPITA CHOWDHURI	DIRECTOR	1.00	Director	$0	$0	$0
RUSSELL CHUNG	DIRECTOR	1.00	Director	$0	$0	$0
VINCENT J DEROSA	DIRECTOR	1.00	Director	$0	$0	$0
ANDREA DOUGLAS	DIRECTOR	1.00	Director	$0	$0	$0
MAY FARR	DIRECTOR	1.00	Director	$0	$0	$0
ERIC A GRONROOS	DIRECTOR	1.00	Director	$0	$0	$0
JASON GUPTA	DIRECTOR	1.00	Director	$0	$0	$0
MICHELE EF HAMLETT	DIRECTOR	1.00	Director	$0	$0	$0
JUDY KWAN	DIRECTOR	1.00	Director	$0	$0	$0
AUDREY LEE	DIRECTOR	1.00	Director	$0	$0	$0
NANCY PAPPAS	DIRECTOR	1.00	Director	$0	$0	$0
JERRY WINKLHOFER	DIRECTOR	1.00	Director	$0	$0	$0
EDWIN YAU	DIRECTOR	1.00	Director	$0	$0	$0
GREGORY A BOWMAN EDD	IMMEDIATE PAST CHAIR	1.00	Director	$0	$0	$0
RICHARD M DOMINGUEZ	CHAIR	1.00	Officer Director	$0	$0	$0
JESSICA MACK	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ZAVEN KAZAZIAN JD CBC	SECRETARY / TREASURER	1.00	Officer Director	$0	$0	$0
JAMES J BALLA MBA	CHIEF EXECUTIVE OFFICER	37.50	Officer	$509,586	$59,663	$569,249
JOSEPH WONG	CHIEF FINANCIAL OFFICER	37.50	Officer	$287,088	$32,319	$319,407
SHAWN CARACOZA LCSW	PRESIDENT/COO	37.50	Key Emp	$363,206	$17,409	$380,615
KRISTINE C GIORDANO	EVP & CHIEF ADMIN OFFICER	37.50	Key Emp	$284,154	$42,249	$326,403
LUCY W PLISKIN	CHIEF HR OFFICER (UNTIL 6/30/21)	37.50	Key Emp	$290,740	$2,214	$292,954
THADDEUS M JUAREZ	MEDICAL DIRECTOR	37.50	Key Emp	$272,675	$13,711	$286,386
ARA S ARTINIAN	VP OF OPERATIONS (UNTIL 4/30/21)	37.50	Key Emp	$225,993	$4,976	$230,969
WOSSENYELESH TESFA	EXECUTIVE DIRECTOR HEAD ST	37.50	Key Emp	$187,989	$27,614	$215,603
LUIS GARCIA	VP QUALITY CARE,DIVERSITY (UNTIL 4/30/21)	37.50	Key Emp	$215,589	$3,125	$218,714
SHAHRAM AMINIAN	VP OF INFO TECHNOLOGY	37.50	Key Emp	$198,626	$30,630	$229,256
MYEISHA PEGUERO GAMINO	VP PUBLIC AFFAIRS & ADVCY	37.50	Key Emp	$185,140	$46,509	$231,649
DENISE JACKSON	VICE PRESIDENT OF HR	37.50	Key Emp	$199,876	$18,757	$218,633
LAURA S PANCAKE	EVP & CHIEF CLINICAL OFCR	37.50	Key Emp	$234,231	$11,354	$245,585
JENNIFER K D'ALVAREZ	VP ADVANCEMENT	37.50	Key Emp	$198,503	$18,704	$217,207
PABLO D ANABALON	VP CIN SVCS & SUB ABUSE	37.50	Key Emp	$196,658	$9,986	$206,644
ANDREW SANCHEZ	DIRECTOR OF NURSING	37.50	Highest	$171,649	$8,702	$180,351
GWENDOLYN PRESTON	NURSE PRACTIONER	37.50	Highest	$158,614	$25,812	$184,426
ADAOBI OZOH	NURSE PRACTIONER	37.50	Highest	$159,524	$17,362	$176,886
CARY WONG	CONTROLLER	37.50	Highest	$151,385	$28,000	$179,385
GEORGE LAM	NURSE PRACTIONER	37.50	Highest	$157,067	$16,887	$173,954

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
2022	$71,212,671	$71,298,158	No data	$-85,487
2021	$106,080,713	$105,823,085	$33,373,340	$257,628
2020	$109,179,777	$109,040,912	$26,377,855	$138,865
2019	$104,853,783	$104,575,225	$31,142,873	$278,558
2018	$99,490,536	$97,387,680	$28,226,477	$2,102,856

PACIFIC CLINICS