PARTNERS IN CARE FOUNDATION

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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

W JUNE SIMMONS

Phone

8188373775

Tax Period

2024-07-01 to 2025-06-30

PARTNERS IN CARE FOUNDATION, founded in 1999, is a mid-sized nonprofit in the Health Care sector that reported $52.6M in total revenue in fiscal year 2024. Revenue surged 34% from the prior year, signaling strong growth momentum. Expenses of $50.7M left a modest 3% surplus.

Mission

TO IMPROVE HEALTH OUTCOMES BY BRIDGING HEALTHCARE AND COMMUNITY-BASED SERVICES - EMPOWERING PEOPLE TO LIVE SAFELY, HEAL FULLY, AND THRIVE.

Program Service Accomplishments

Program 1

Expenses: $5,634,531 Revenue: $5,308,418

MULTIPURPOSE SENIOR SERVICES PROGRAM (MSSP) SUPPORTS OUR REGION'S LOWEST INCOME AND FRAILEST ELDERS BY FULFILLING THEIR FERVENT DESIRE TO LIVE FULLY INDEPENDENTLY AT HOME IN THEIR COMMUNITIES. THIS PROGRAM DESIGNS, IMPLEMENTS AND MONITORS CUSTOMIZED CARE PLANS BASED ON COMPREHENSIVE ASSESSMENTS THEN ARRANGES WHATEVER IS NEEDED FOR A DIGNIFIED AGING EXPERIENCE.

Program 2

Expenses: $5,240,024 Revenue: $5,279,675

HOME AND COMMUNITY BASED ALTERNATIVE/NETWORK SERVICES: A STRATEGIC ALLIANCE OF COMMUNITY-BASED SOCIAL SERVICES PROVIDERS WITH THE EXPERTISE, LOCAL KNOWLEDGE, LANGUAGE DIVERSITY AND CULTURAL...

HOME AND COMMUNITY BASED ALTERNATIVE/NETWORK SERVICES: A STRATEGIC ALLIANCE OF COMMUNITY-BASED SOCIAL SERVICES PROVIDERS WITH THE EXPERTISE, LOCAL KNOWLEDGE, LANGUAGE DIVERSITY AND CULTURAL SENSITIVITY TO EMPOWER OLDER ADULTS AND PEOPLE WITH DISABILITIES TO LIVE AND AGE IN THEIR COMMUNITIES. THE NETWORK STREAMLINES SERVICE ACCESS FOR HOSPITALS, HEALTH PLANS, AND PHYSICIAN GROUPS TO PROVIDE A SINGLE GROUP OF CONNECTION WITH HOME AND COMMUNITY-BASED INTERVENTIONS THAT OPTIMIZE HEALTH OUTCOMES. PARTNERS AT HOME COORDINATES A LARGE SPECTRUM OF RESOURCES, MEAL DELIVERY, TRANSPORTATION, SAFETY EVALUATIONS, HOME MODIFICATIONS AND MORE.

Program 3

Expenses: $18,920,056 Revenue: $19,581,661

A COMMUNITY CARE HUB (CCH) IS A COMMUNITY-FOCUSED ENTITY THAT ORGANIZES AND SUPPORTS A NETWORK OF COMMUNITY-BASED ORGANIZATIONS PROVIDING SERVICES TO ADDRESS HEALTH-RELATED SOCIAL NEEDS. IT...

A COMMUNITY CARE HUB (CCH) IS A COMMUNITY-FOCUSED ENTITY THAT ORGANIZES AND SUPPORTS A NETWORK OF COMMUNITY-BASED ORGANIZATIONS PROVIDING SERVICES TO ADDRESS HEALTH-RELATED SOCIAL NEEDS. IT CENTRALIZES ADMINISTRATIVE FUNCTIONS AND OPERATIONS. PARTNERS' CCH INCLUDES A NETWORK OF OVER 65 SPECIALTY LOCAL COMMUNITY-BASED ORGANIZATIONS/PROVIDERS ACROSS THE STATE WITH MANY YEARS OF EXPERIENCE IN PROVIDING SERVICES.

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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 $12,176,234

Program Service Revenue $40,074,908

Investment Income $288,639

Other Revenue $18,073

TOTAL REVENUE $52,557,854

Expense Breakdown

Grants Paid $0

Salaries & Benefits $19,649,608

Fundraising Expenses $571,072

Program Expenses $43,020,005

Other Expenses $31,086,890

TOTAL EXPENSES $50,736,498

Year-over-Year Comparison

	2024	2023	Change
Revenue	$52,557,854	$39,099,717	+0.3%
Expenses	$50,736,498	$37,655,608	+0.3%
Net Income	$1,821,356	$1,444,109	+0.3%

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

285

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

$431,540

Total Directors

$44,159

Key Employees

$453,976

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUNE SIMMONS	CEO	40.00	Officer Director	$0	$44,159	$44,159
JENNIFER L KOZAKOWSKI	BOARD MEMBER CHAIR	0.20	Director	$0	$0	$0
JENNIFER HEENAN	BOARD MEMBER- VICE CHAIR	0.20	Director	$0	$0	$0
SHAWN SHEFFIELD	BOARD MEMBER VICE CHAIR	0.20	Director	$0	$0	$0
MANOJ K MATTHEW	BOARD MEMBER SECRETARY	0.20	Director	$0	$0	$0
PAUL CRAIG	BOARD MEMBER	0.20	Director	$0	$0	$0
DONALD CRANE	BOARD MEMBER	0.20	Director	$0	$0	$0
CATHI CUNNINGHAM	BOARD MEMBER	0.20	Director	$0	$0	$0
RENEE DELPHINE-RODRIGUEZ	BOARD MEMBER (THRU 4/25)	0.20	Director	$0	$0	$0
AMIR DESAI	BOARD MEMBER	0.20	Director	$0	$0	$0
JAMES B EDWARDS	BOARD MEMBER	0.20	Director	$0	$0	$0
SETH ELLIS	BOARD MEMBER	0.20	Director	$0	$0	$0
MARTA FERNANDEZ	BOARD MEMBER	0.20	Director	$0	$0	$0
AMANDA J FLAUM	BOARD MEMBER	0.20	Director	$0	$0	$0
POONAM GORAKSHAKAR MD FSHM	BOARD MEMBER	0.20	Director	$0	$0	$0
GORDON M JOHNSON	BOARD MEMBER	0.20	Director	$0	$0	$0
EDWARD KIM	BOARD MEMBER	0.20	Director	$0	$0	$0
KATHERINE A KIRCHHOFF	BOARD MEMBER, PAST CHAIR	0.20	Director	$0	$0	$0
JAMES LOTT	BOARD MEMBER	0.20	Director	$0	$0	$0
ROBERT W LUNDY	BOARD MEMBER	0.20	Director	$0	$0	$0
JILL MARTIN	BOARD MEMBER	0.20	Director	$0	$0	$0
ADRIANA MENDOZA	BOARD MEMBER	0.20	Director	$0	$0	$0
REKHA MURHY MD	BOARD MEMBER	0.20	Director	$0	$0	$0
STEPHEN T O'DELL	BOARD MEMBER	0.20	Director	$0	$0	$0
ALFRED POIRIER	BOARD MEMBER	0.20	Director	$0	$0	$0
JACK SCHLOSSER	BOARD MEMBER	0.20	Director	$0	$0	$0
ALEXANDER STRACHAN MD	BOARD MEMBER	0.20	Director	$0	$0	$0
GERALD SULLIVAN	BOARD MEMBER	0.20	Director	$0	$0	$0
MARI ZAG	BOARD MEMBER (THRU 5/25)	0.20	Director	$0	$0	$0
ALEJANDRA CISNEROS	CFO	40.00	Officer	$249,259	$17,444	$266,703
DAN SWAYZE	COO	40.00	Officer	$118,344	$2,334	$120,678
ESTER SEFILYAN	VP OF SHORT TERM SERVICES & SUPPORT	40.00	Key Emp	$192,957	$35,096	$228,053
ANWAR ZOEUIHID	VP OF LONG TERM SERVICES & SUPPORT	40.00	Key Emp	$211,972	$13,951	$225,923
KAREN SCHNEIDER	VP OF DEVELOPMENT	40.00	Highest	$190,535	$7,494	$198,029
BRIANA SCAMARDO	VP OF HR	40.00	Highest	$148,868	$14,856	$163,724
DIANNE DAVIS	VP OF COMMUNITY WELLNESS	40.00	Highest	$142,992	$12,384	$155,376
ANNE COSSENTINE	DIRECTOR OF FINANCE	40.00	Highest	$131,511	$13,404	$144,915
KWANG CHUAN	DIRECTOR OF DATA AND ANALYTICS	40.00	Highest	$126,881	$13,038	$139,919

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	$52,557,854	$50,736,498	$33,892,370	$1,821,356
2024	No data	No data	No data	No data
2023	$29,020,876	$28,502,638	$22,263,197	$518,238
2022	$27,885,148	$22,258,509	$19,385,234	$5,626,639
2021	$22,096,413	$17,899,352	$15,565,465	$4,197,061
2020	$18,672,613	$15,373,472	$10,632,567	$3,299,141
2019	$13,019,068	$12,835,867	$5,296,092	$183,201
2018	$10,780,647	$11,630,676	$6,201,966	$-850,029