Clinica Family Health & Wellness

Nonprofit profile at a glance

EIN
840743432
IRS 990 coverage
2010–2025
Official website data refreshed
Jul 2026
Forms available
Form 990 2025
Location
Lafayette, CO, USA
Phone
(303) 650-4460
Rating
89
Verdict
STRONG
Rating confidence
Standard
Sector
Ambulatory Health Center, Community Clinic

Official website

Reported finances

Revenue
$46,859,892
Expenses
$45,678,150
Assets
$101,168,537
Liabilities
$30,400,533

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

17 people listed

Executive titles in this filing

  • SIMON SMITH (PRESIDENT & CEO)

People named in this filing

  • SIMON SMITH (PRESIDENT & CEO)
  • BRIAN JOHNSTON (CHIEF FINANCIAL OFFICER)
  • ELLA PADILLA (CHAIR)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Clinica Family Health & Wellness is a nonprofit Federally Qualified Health Center (FQHC) serving people in Adams, Boulder, Broomfield, and Gilpin counties, providing compassionate, quality, and comprehensive health care to around 50,000 individuals each year—including children, pregnant patients, and families with low income—and believes all people should be able to access the health care they need regardless of circumstances, background, and identity.

What it reported doing in 2025

For calendar year 2024, clinica family health & wellness provided care to over 64,000 patients in the following service categories: 180,327 medical visits, 157,848 mental health visits, 38,533 dental visits, 30,641 case management visits, 11,483 substance use disorder visits, and 2,609 registered dietician visits.

Operating model

Revenue model
Earned-program. 65% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 80
  • Transparency & Controls: 100
  • Accountability: 100
  • Sustainability: 49
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 78.6%; rating input score 79
  • Program expense ratio: 80.7%; rating input score 81
  • Fundraising efficiency: $69.93 raised per $1 spent on fundraising; rating input score 80; 80th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 7 of 7 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 2.5%; rating input score 35; 35th percentile among comparable filings
  • Total-asset coverage ratio: 2.21; rating input score 55; 55th percentile among comparable filings
  • Liabilities to assets ratio: 0.3; rating input score 41; 41st percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 96; 96th percentile among comparable filings

Growth

  • Program expense growth: 6.8% per year; rating input score 100; 51st percentile among comparable filings
  • Revenue growth: 7.4% per year; rating input score 100; 60th percentile among comparable filings
  • Asset growth: 8% per year; rating input score 100; 56th percentile among comparable filings

Details

  • What they do: 2 programs and campaigns described on the official site · 1 operating location identified
  • Where the money goes: 78.6% of revenue deployed · 80.7% of spending went to programs
  • Governance: 15 of 15 board members independent · 7 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $36.9M in reported program spending
  • Leadership: top reported pay $0 · 17 people listed
  • Consistency: 37 of 37 current checks pass
  • Schedules: 8 filed schedules · includes major donors
  • Filing history: 16 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Related organizations: 3 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Sustainability: Operating margin scored 35/100.
  • Review — Sustainability: Total-asset coverage ratio scored 55/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 41/100.