Petaluma Health Center

Nonprofit profile at a glance

EIN
680437840
IRS 990 coverage
2009–2024
Official website data refreshed
Sep 2026
Forms available
Form 990 2024, Form 990-T 2024
Location
Petaluma, CA, USA
Phone
(707) 559-7500
Rating
78
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Ambulatory Health Center, Community Clinic

Official website

Reported finances

Revenue
$83,868,071
Expenses
$76,028,092
Assets
$63,318,905
Liabilities
$23,122,273

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

30 people listed

Executive titles in this filing

  • ROBERT RAMIREZ (PRESIDENT)
  • TOM ISAAK (VICE PRESIDENT)
  • PEDRO TOLEDO JD MA MHSA (CHIEF EXECUTIVE OFFICER)
  • KATHRYN POWELL MHA MA (FORMER CEO (THRU 6/2024))

Highest reported compensation

  • NURIT LICHT MD (CHIEF MEDICAL OFFICER): $394,717 total reported compensation
  • PEDRO TOLEDO JD MA MHSA (CHIEF EXECUTIVE OFFICER): $393,063 total reported compensation
  • KEN WEINSTOCK MD (DIRECTOR OF BEHAVIORAL HEALTH): $370,980 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Petaluma Health Center’s mission is to ensure access to high-quality health care for the communities we serve. Our commitment to our mission, and each other, means we are rarely satisfied with the status quo. We ask hard questions. We think differently. We are driven to be the best in all we do, even the things our patients can’t see, to provide the best care possible. Because they deserve it. Collaboration We do not do this work in a vacuum. The voices of patients, community partners, employees, and funders inspire our actions and inform our approach to care. Together with their input and our expertise, we create game-changing improvements for our patients and our community.

What it reported doing in 2024

Other program services include integrated behavioral health, vision, wellness, and nutrition programs for patients; additionally, the organization operates a nurse practitioner and physician's assistant residency program to train new np/pa's in the community medicine model of care.

Operating model

Revenue model
Other-operating. 84% of the money available for current operations came from other operating 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

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Total assets are small relative to annual expenses; liquid coverage is unknown and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 66
  • Transparency & Controls: 82
  • Accountability: 95
  • Sustainability: 50
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 71.4%; rating input score 71
  • Program expense ratio: 78.7%; rating input score 79
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 93.8%; rating input score 94; 25th percentile among comparable filings
  • Pay-setting controls: 4 of 6 controls in place; rating input score 67
    • Compensation committee: Pass
    • Independent consultant: Pass
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 85.7%; rating input score 86; 20th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 91.7%; rating input score 92; 40th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 9.3%; rating input score 71; 71st percentile among comparable filings
  • Total-asset coverage ratio: 0.83; rating input score 33; 33rd percentile among comparable filings
  • Liabilities to assets ratio: 0.37; rating input score 49; 49th percentile among comparable filings
  • Officer compensation ratio: 7%; rating input score 7; 7th percentile among comparable filings

Growth

  • Program expense growth: 11.3% per year; rating input score 100; 79th percentile among comparable filings
  • Revenue growth: 11.7% per year; rating input score 100; 82nd percentile among comparable filings
  • Asset growth: 9% per year; rating input score 100; 65th percentile among comparable filings

Details

  • What they do: 13 programs and campaigns described on the official site · 1 operating location identified
  • Where the money goes: 71.4% of revenue deployed · 78.7% of spending went to programs
  • Governance: 11 of 12 board members independent · 9 of 9 filing controls reported
  • Programs: 4 filed program accomplishments · $59.8M in reported program spending
  • Leadership: top reported pay $395K · 30 people listed · 4 of 6 pay-setting controls reported
  • Highest-paid contractors: 2 contractors listed · $465K reported
  • Consistency: 37 of 38 current checks pass · 1 finding to review
  • Schedules: 10 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 16 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 18 filed money-flow records
  • Related organizations: 1 filed related-organization link
  • 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.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • Moderate — Sustainability: Total-asset coverage ratio scored 33/100.
  • High — Sustainability: Officer compensation ratio scored 7/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Moderate — Sustainability: Liabilities to assets ratio scored 49/100.
  • High — Grant Readiness: Federal audit findings: this organization reported findings in its latest federal Single Audit.