LAGUNA BEACH COMMUNITY CLINIC (EIN 952637633) - 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

1970

Legal Domicile

Principal Officer

JORGE RUBAL MD

Phone

9494940761

Tax Period

2024-07-01 to 2025-06-30

LAGUNA BEACH COMMUNITY CLINIC, founded in 1970, is a community nonprofit in the Health Care sector that reported $5.3M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $5.0M left a modest 6% surplus.

Mission

TO PROVIDE PRIMARY MEDICAL AND OTHER SERVICE PROGRAMS TO INDIVIDUALS AND FAMILIES.

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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 $1,065,043

Program Service Revenue $3,953,655

Investment Income $117,211

Other Revenue $190,950

TOTAL REVENUE $5,326,859

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,969,293

Fundraising Expenses $147,236

Program Expenses $4,206,340

Other Expenses $2,043,459

TOTAL EXPENSES $5,012,752

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,326,859	$4,597,184	+0.2%
Expenses	$5,012,752	$4,641,934	+0.1%
Net Income	$314,107	$-44,750	-8.0%

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

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

$1,084,195

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN LINK JR	DIRECTOR	1.00	Director	$0	$0	$0
MONICA SILVA MCCUSKER	DIRECTOR	1.00	Director	$0	$0	$0
ROYA COLE	DIRECTOR	1.00	Director	$0	$0	$0
LIDIA MANDALA	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN NEELY	DIRECTOR	1.00	Director	$0	$0	$0
ZACH MARTIN	DIRECTOR	1.00	Director	$0	$0	$0
NICOLE TOFT	DIRECTOR	1.00	Director	$0	$0	$0
DR DANIEL HASPERT	DIRECTOR (UNTIL 3/2025)	1.00	Director	$0	$0	$0
DR JANET CHANCE	DIRECTOR (UNTIL 3/2025)	1.00	Director	$0	$0	$0
EDWARD LUCERO	DIRECTOR (UNTIL 10/2024)	1.00	Director	$0	$0	$0
DR JORGE RUBAL MD	CEO/CMO	40.00	Officer	$626,344	$26,035	$652,379
ADRIANA NIETO-SAYEGH	COO	40.00	Officer	$193,772	$23,818	$217,590
PATRICK WOOD	CFO	40.00	Officer	$200,964	$13,262	$214,226
DR CHAU NGO MD	INTERNAL MEDICINE	40.00	Highest	$240,276	$27,470	$267,746
DR FARANGIS JALALI MD	FAMILY MEDICINE	40.00	Highest	$212,917	$18,910	$231,827

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	$5,326,859	$5,012,752	$5,663,083	$314,107
2024	$4,597,184	$4,641,934	$5,180,723	$-44,750
2023	$4,636,196	$4,137,412	$5,111,417	$498,784
2022	$4,226,220	$3,866,888	$4,591,137	$359,332
2021	$5,929,249	$4,192,295	$4,543,223	$1,736,954
2020	$4,425,305	$4,112,144	$3,278,954	$313,161
2019	$2,752,489	$2,570,440	$2,624,425	$182,049
2018	$2,036,742	$2,279,694	$2,497,155	$-242,952

LAGUNA BEACH COMMUNITY CLINIC