COALITION OF OC COMMUNITY CLINICS (EIN 952900725) - 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

1974

Legal Domicile

Principal Officer

ANITA SANKARAN

Phone

7143525990

Tax Period

2024-07-01 to 2025-06-30

COALITION OF OC COMMUNITY CLINICS, founded in 1974, is a mid-sized nonprofit in the Health Care sector that reported $12.8M in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year.

Mission

TO PROVIDE SERVICES INCLUDING INFORMATION AND TECHNICAL ASSISTANCE WHICH SUPPORT MEMBER AGENCIES IN FULFILLING THEIR MISSIONS SUCH AS HEALTH CARE PLANNING AND PUBLIC POLICY EDUCATION ON ISSUES RELATED TO SERVING MEDICALLY AND UNDER-INSURED INDIVIDUALS IN ORANGE COUNTY.

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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 $11,513,146

Program Service Revenue $836,298

Investment Income $420,570

Other Revenue $1,572

TOTAL REVENUE $12,771,586

Expense Breakdown

Grants Paid $7,717,234

Salaries & Benefits $2,606,156

Fundraising Expenses $17,455

Program Expenses $12,172,374

Other Expenses $2,936,006

TOTAL EXPENSES $13,259,396

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,771,586	$14,092,067	-0.1%
Expenses	$13,259,396	$13,800,222	0.0%
Net Income	$-487,810	$291,845	-2.7%

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

N/A

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

$705,650

Total Directors

$306,047

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ISABEL BECERRA	PRESIDENT CEO	40.00	Officer Highest	$330,936	$12,876	$343,812
THOMAS SHEIL	CFO	40.00	Officer	$179,709	$8,248	$187,957
RYAN YAMAOTO	COO	40.00	Officer	$165,607	$8,274	$173,881
SONIA SHAH	VP HEALTHCARE OPERATIONS	1.00	Director	$151,151	$5,601	$156,752
IVONNE MAGALLANES	DIRECTOR QUALITY MGMT	40.00	Director	$142,168	$7,127	$149,295
MATTHEW CIANCIULLI	BOARDMEMBER	1.00	Director	$0	$0	$0
CASSANDRA PEREZ	BOARDMEMBER	1.00	Director	$0	$0	$0
PHILIP YAEGER	BOARDMEMBER	1.00	Director	$0	$0	$0
JINA LAWLER	BOARDMEMBER	1.00	Director	$0	$0	$0
JESSICA FERNANDEZ	BOARDMEMBER	1.00	Director	$0	$0	$0
BERNICE NUNEZ CONSTANT	BOARDMEMBER	1.00	Director	$0	$0	$0
MARIA MATZA	BOARDMEMBER	1.00	Director	$0	$0	$0
TRICIA NGUYEN	TREASURER	1.00	Officer Director	$0	$0	$0
ANITA SANKARAN	CHAIR	1.00	Officer Director	$0	$0	$0
ED GERBER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ROCIO MAGDALENO	SECRETARY	2.00	Officer 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	$12,771,586	$13,259,396	$38,618,655	$-487,810
2024	$14,092,067	$13,800,222	$44,085,211	$291,845
2023	$11,712,964	$11,126,789	$49,860,509	$586,175
2022	$5,370,472	$5,351,781	$57,820,853	$18,691
2021	$3,565,064	$3,442,992	$6,506,757	$122,072
2020	$2,678,269	$2,648,178	$4,952,934	$30,091
2019	$2,528,418	$2,513,698	$2,219,245	$14,720
2018	$2,357,147	$2,340,282	$2,270,584	$16,865

COALITION OF OC COMMUNITY CLINICS