San Diego Family Care

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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

2003

Legal Domicile

Principal Officer

Roberta Feinberg

Phone

8582799676

Tax Period

2024-07-01 to 2025-06-30

San Diego Family Care, founded in 2003, is a mid-sized nonprofit in the Health Care sector that reported $36.1M in total revenue in fiscal year 2024.

Mission

San Diego Family Care is a culturally competent, affordable, fiscally responsible and accessible primary care agency serving San Diego County by offering high quality medical care, dental care, behavioral health care, optometry care, and multicultural health promotion, with a primary focus on central San Diego.

Program Service Accomplishments

Program 1

Expenses: $33,194,068 Revenue: $32,190,959

Direct Clinical Services Face to Face visits total more than 121,000 vistis per year between medical, dental, vision and mental health.

Program 2

Expenses: $196,728 Revenue: $50,000

Oureach Services Client Contacts total approximately 4,000 visits per year.

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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 $3,505,521

Program Service Revenue $32,240,959

Investment Income $324,582

Other Revenue $7,115

TOTAL REVENUE $36,078,177

Expense Breakdown

Grants Paid $0

Salaries & Benefits $27,826,408

Fundraising Expenses $0

Program Expenses $33,390,796

Other Expenses $8,961,576

TOTAL EXPENSES $36,787,984

Year-over-Year Comparison

	2024	2023	Change
Revenue	$36,078,177	$34,223,206	+0.1%
Expenses	$36,787,984	$33,529,840	+0.1%
Net Income	$-709,807	$693,366	-2.0%

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

340

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

$1,572,999

Total Directors

Key Employees

$519,972

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Aaron Zaheer	Chief Medical Director	040.00	Officer	$454,648	$17,866	$472,514
Suesan Pedersen	Staff Psychiatrist	032.00	Highest	$393,816	$14,050	$407,866
Jacqueline Marston	Site Medical Director	040.00	Officer	$343,903	$15,815	$359,718
Gregor Andree	Pediatrician	040.00	Highest	$314,015	$18,869	$332,884
Diana Marquardt	Physician	032.00	Key Emp	$315,509	$9,465	$324,974
Roberta Feinberg	CEO	040.00	Officer	$289,418	$18,132	$307,550
Srividya Mahendran	Pediatrician	039.00	Highest	$292,448	$8,773	$301,221
Thomas Juska	Dental Director	040.00	Highest	$284,618	$14,024	$298,642
Gwen Gleason-Rohrer	Site Medical Director	036.00	Highest	$260,634	$13,366	$274,000
Sarah Dixon	Pediatrician	032.00	Highest	$249,976	$7,499	$257,475
Joseph Risser	Physician	036.00	Highest	$247,320	$7,420	$254,740
Manuel Quintanar	CFO	040.00	Officer	$231,155	$18,189	$249,344
Zara Sheikh	Physician	032.00	Highest	$239,564	$4,301	$243,865
Rodrigo Naranjo	Physician	032.00	Highest	$230,917	$10,749	$241,666
Brian Grogan	Physician	024.00	Highest	$234,448	$0	$234,448
Gurgiana Bass	Mental Health Director	040.00	Highest	$226,364	$6,791	$233,155
Crystal Doan Stephens	Physician	040.00	Highest	$219,383	$9,780	$229,163
Timothy Liu	Psychiatrist	020.00	Highest	$207,589	$9,002	$216,591
Liliana Uribeherrera	Associate Director or Finance	040.00	Key Emp	$185,143	$9,855	$194,998
Loreta Villemez	Data Analyst	040.00	Highest	$179,912	$13,444	$193,356
Rocio Zaragoza Santacruz	Dentist	040.00	Highest	$186,452	$6,805	$193,257
D Adell Bateman	COO	040.00	Officer	$169,344	$14,529	$183,873
Scott Kennedy	CIO	040.00	Highest	$177,139	$5,314	$182,453
Chi Hoang	Nurse Practitioner	038.00	Highest	$166,906	$14,456	$181,362
Bianca Duarte	Dentist	040.00	Highest	$172,751	$4,720	$177,471
John Chau	Physician	024.00	Highest	$175,506	$0	$175,506
Nagham Adeeb	Dentist	040.00	Highest	$168,645	$3,894	$172,539
Victoria Allsup	Physician	032.00	Highest	$165,891	$3,988	$169,879
Eve Rodenmeyer	Psychiatric Mental Health Nurse Practitioner	032.00	Highest	$161,120	$8,728	$169,848
Emeralda Ditto	Director of Nursing	040.00	Highest	$164,144	$4,924	$169,068
Pornthep Wattanamano	Physician	020.00	Highest	$158,122	$8,669	$166,791
Karen Feld	Psychiatric Mental Health Nurse Practitioner	032.00	Highest	$157,595	$9,029	$166,624
Edith Orejel	Psychiatric Mental Health Nurse Practitioner	040.00	Highest	$159,780	$4,301	$164,081
Thu Thi Ha	Nurse Practitioner	040.00	Highest	$147,930	$13,684	$161,614
Maria Elena Almirante	Podiatrist	038.00	Highest	$155,373	$5,547	$160,920
Phuong Pham	Registerd Dental Hygentist	040.00	Highest	$146,639	$13,671	$160,310
Samar Rashid	Physician	024.00	Highest	$155,579	$0	$155,579
Kristen Giamona	Psychologist	040.00	Highest	$141,464	$13,693	$155,157
Gary Schwab	Optometrist	036.00	Highest	$140,163	$13,654	$153,817
Shawna Johnson	Nurse Practitioner	032.00	Highest	$141,428	$7,223	$148,651
Judy Phan	Registered Dental Hygenist	040.00	Highest	$140,676	$5,553	$146,229
Christina Forzani	Psychologist	040.00	Highest	$136,388	$9,639	$146,027
Nicole Kluemper	Psychologist	040.00	Highest	$139,196	$4,176	$143,372
Branko Matich	Staff Physician	020.00	Highest	$138,587	$4,158	$142,745
Cinthya Perez	Director of Nursing	040.00	Highest	$132,736	$8,283	$141,019
Michelle Firestone	Psychologist	040.00	Highest	$129,744	$10,746	$140,490
Amanda Sawires Yager	Nurse Practitioner	032.00	Highest	$125,433	$12,457	$137,890
Brett Parks	Pediatric Dentist	020.00	Highest	$134,713	$3,156	$137,869
Stehpanie Salo	Staff Psychologist	040.00	Highest	$127,848	$8,882	$136,730
Ana Noceda	Nurse Practitioner	020.00	Highest	$124,879	$3,746	$128,625
Vivian Vong	Resistered Nurse	040.00	Highest	$114,782	$12,893	$127,675
Jocelyn Sotto	Registered Nurse	040.00	Highest	$120,026	$7,495	$127,521
Nga Lieu	Registered Dental Hygenist	040.00	Highest	$118,884	$6,171	$125,055
Natasha Radojevic	Staff Psychologist	032.00	Highest	$115,392	$9,449	$124,841
Tracy Bell	Physician	020.00	Highest	$124,577	$0	$124,577
Camila Romero	Physician	024.00	Highest	$119,084	$5,082	$124,166
Maidelis Fuenmayor	Registered Nurse	040.00	Highest	$113,685	$9,584	$123,269
Gal Haroush	Nurse Practitioner/CDE	032.00	Highest	$116,388	$6,094	$122,482
Gina Arce	RNC-RN Coordinator	040.00	Highest	$112,142	$9,449	$121,591
Cassie Deacon	LCSW	040.00	Highest	$117,416	$3,522	$120,938
Tuan To	Psychologist	032.00	Highest	$115,655	$3,949	$119,604
Diana Yidi	Licensed Clinical Social Worker	040.00	Highest	$114,902	$4,301	$119,203
Cheryl Yuhas	Registered Nurse	040.00	Highest	$111,447	$7,507	$118,954
Allison D Bryden	Nurse Practictioner Pediatrics	038.00	Highest	$111,745	$6,914	$118,659
Lisa Norton	Family Practice Physician	020.00	Highest	$118,165	$0	$118,165
Ruth Barretta	Director of Nursing - Peds	032.00	Highest	$114,361	$3,409	$117,770
John Miya	RN Coordinator	040.00	Highest	$110,508	$5,794	$116,302
David Lopez	Staff Accountant	040.00	Highest	$110,523	$5,547	$116,070
Amber Romero-Maduli	Registered Nurse	040.00	Highest	$103,136	$12,543	$115,679
Lilia Peress	Physician	020.00	Highest	$114,129	$741	$114,870
Jorge Herrera Uribe	Admin Assistant to CEO	040.00	Highest	$104,556	$10,049	$114,605
Deena Chusid	Registered Dietitian Diabetes Educator	036.00	Highest	$102,337	$12,263	$114,600
Du Duong	IT System Administrator	040.00	Highest	$101,116	$8,580	$109,696
Tayor Serio	Licensed Clinical Social Worker	040.00	Highest	$103,644	$5,600	$109,244
Toni Young-Pen	Physician Assistant	021.00	Highest	$105,107	$2,982	$108,089
Katie Doss	Licensed Clinical Social Worker	038.00	Highest	$101,512	$6,215	$107,727
Ahn Bui	Nurse Practitioner	024.00	Highest	$105,465	$1,066	$106,531
Jacqueline Arceo	Licensed Clinical Social Worker	040.00	Highest	$101,457	$3,894	$105,351
Steven Tess PhD	Board President	002.00	Officer Director	$0	$0	$0
Dione Taylor EdD	Board Treasurer	002.00	Officer Director	$0	$0	$0
Brenda Talamantes	Director	002.00	Director	$0	$0	$0
Roger Bailey	Director	002.00	Director	$0	$0	$0
Kathryn S La Poma	Director	002.00	Director	$0	$0	$0
Helen Smith	Secretary	002.00	Officer Director	$0	$0	$0
Phuong Lan Le	Director	002.00	Director	$0	$0	$0
David Leatherberry	Vice President	002.00	Officer Director	$0	$0	$0
Elliott Ann Estes	Director	002.00	Director	$0	$0	$0
Maria Maderias	Director	002.00	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	$36,078,177	$36,787,984	$24,195,641	$-709,807
2024	$34,223,206	$33,529,840	$23,115,641	$693,366
2023	$31,599,208	$29,927,327	$22,838,540	$1,671,881
2022	$28,391,364	$27,442,870	$18,768,701	$948,494
2021	$27,118,070	$23,958,321	$17,265,266	$3,159,749
2020	$25,121,491	$23,891,011	$15,896,162	$1,230,480
2019	$22,096,296	$23,932,013	$12,824,125	$-1,835,717