Civic Intelligence

Health Access California

EIN 93-0957947 • 501(c)4 • Sacramento, CA

Profile

Health access california is the statewide health care consumer advocacy coalition, advocating for the goal of quality, affordable health care for all californians.

1127 11th Street Suite 925Sacramento, CA 95814

www.health-access.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

69th percentile

0.12x

Higher debt load relative to assets than 69% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

69th percentile

0.16x

Higher debt load relative to revenue than 69% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Source year 2024

Net Margin

28th percentile

-3.5%

Higher net margin than 28% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)4 • $500k-$1M nonprofits • Source year 2020

Asset Growth

41st percentile

1.2%

Faster asset growth than 41% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

23rd percentile

-7.5%

Faster revenue growth than 23% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$793,513

Up $9,471 (+1.2%) from 2023

Liabilities

Up

$95,826

Up $29,836 (+45%) from 2023

Net Assets

Down

$697,687

Down $20,365 (-2.8%) from 2023

Operations
Liabilities / Revenue69th percentileNet Margin28th percentile

Revenue

Down

$580,945

Down $46,838 (-7.5%) from 2023

Expenses

Up

$601,310

Up $68,999 (+13%) from 2023

Net Income

Down

-$20,365

Down $115,837 (-121%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2011: $276,518Liabilities 2011: $2,7402011Assets 2012: $231,571Liabilities 2012: $2,8032012Assets 2013: $348,849Liabilities 2013: $9,803Net Assets 2013: $339,0462013Assets 2014: $347,840Liabilities 2014: $185Net Assets 2014: $347,6552014Assets 2015: $420,642Liabilities 2015: $50,357Net Assets 2015: $370,2852015Assets 2016: $519,047Liabilities 2016: $125,490Net Assets 2016: $393,5572016Assets 2017: $393,741Liabilities 2017: $22,480Net Assets 2017: $371,2612017Assets 2018: $401,461Liabilities 2018: $25,195Net Assets 2018: $376,2662018Assets 2019: $418,742Liabilities 2019: $24,104Net Assets 2019: $394,6382019Assets 2020: $423,013Liabilities 2020: $9,656Net Assets 2020: $413,3572020Assets 2021: $410,386Liabilities 2021: $4,136Net Assets 2021: $406,2502021Assets 2022: $714,418Liabilities 2022: $91,838Net Assets 2022: $622,5802022Assets 2023: $784,042Liabilities 2023: $65,990Net Assets 2023: $718,0522023Assets 2024: $793,513Liabilities 2024: $95,826Net Assets 2024: $697,6872024

Highlighted filing

2024

Assets$793,513
Liabilities$95,826
Net Assets$697,687
Open 2024 Filing

Operations Trend

Revenue Growth23rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $108,201Expenses 2011: $88,515Net Income 2011: $19,6862011Revenue 2012: $106,451Expenses 2012: $151,461Net Income 2012: -$45,0102012Expenses 2013: $99,6832013Revenue 2014: $145,361Expenses 2014: $136,751Net Income 2014: $8,6102014Revenue 2015: $137,488Expenses 2015: $114,858Net Income 2015: $22,6302015Revenue 2016: $145,878Expenses 2016: $122,605Net Income 2016: $23,2732016Revenue 2017: $311,919Expenses 2017: $357,398Net Income 2017: -$45,4792017Revenue 2018: $146,032Expenses 2018: $141,027Net Income 2018: $5,0052018Revenue 2019: $247,455Expenses 2019: $229,083Net Income 2019: $18,3722019Revenue 2020: $147,605Expenses 2020: $128,886Net Income 2020: $18,7192020Revenue 2021: $117,241Expenses 2021: $124,348Net Income 2021: -$7,1072021Revenue 2022: $791,658Expenses 2022: $575,328Net Income 2022: $216,3302022Revenue 2023: $627,783Expenses 2023: $532,311Net Income 2023: $95,4722023Revenue 2024: $580,945Expenses 2024: $601,310Net Income 2024: -$20,3652024

Highlighted filing

2024

Revenue$580,945
Expenses$601,310
Net Income-$20,365
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$793,513
Liabilities
$95,826
Net assets
$697,687
Revenue
$580,945
Expenses
$601,310
Net income
-$20,365
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.94$0.96$6.98$5.81$6.01$0.20
2023Summary only. Only limited summary data is available for this year.$7.84$0.66$7.18$6.28$5.32$0.95
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.14$0.92$6.23$7.92$5.75$2.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.10$0.04$4.06$1.17$1.24$0.07
2020Detailed filing. Detailed filing data is available for this year.$4.23$0.10$4.13$1.48$1.29$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.19$0.24$3.95$2.47$2.29$0.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.01$0.25$3.76$1.46$1.41$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.94$0.22$3.71$3.12$3.57$0.45
2016Detailed filing. Detailed filing data is available for this year.$5.19$1.25$3.94$1.46$1.23$0.23
2015Detailed filing. Detailed filing data is available for this year.$4.21$0.50$3.70$1.37$1.15$0.23
2014Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$1.45$1.37$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.49$0.10$3.39$1.00
2012Summary only. Only limited summary data is available for this year.$2.32$0.03$1.06$1.51$0.45
2011Summary only. Only limited summary data is available for this year.$2.77$0.03$1.08$0.89$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 7, 2025
Return Version
2023v6.0
Gross Receipts
$580,945
Mission and Program Overview

Mission

Health access california is the statewide health care consumer advocacy coalition, advocating for the goal of quality, affordable health care for all californians.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$620,242$485,185▼ $135,057
Savings and Temporary Cash Investments$142,550$302,645▲ $160,095
Prepaid Expenses and Deferred Charges-$3,433-
Accounts Receivable$21,250$2,250▼ $19,000
Total Assets$784,042$793,513▲ $9,471
Liabilities
Accounts Payable and Accrued Expenses$65,990$95,826▲ $29,836
Total Liabilities$65,990$95,826▲ $29,836
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$596,811$581,651▼ $15,160
Net Assets With Donor Restrictions$121,241$116,036▼ $5,205
Total Net Assets Fund Balance$718,052$697,687▼ $20,365
Total Liabilities and Net Assets / Fund Balance$784,042$793,513▲ $9,471
Compensation and Service Providers
Top Officer Pay84th percentile

Board Members and Trustees

NameTitle
Joan Pirkle SmithPresident
Kelly HardyVice President
Tia OrrVice President
Alia GriffingBoard Member
Andrea San MiguelBoard Member
Crystal CrawfordBoard Member
Jeff FrietasBoard Member
Jenn EngstromBoard Member
Joey Espinoza-hernandezBoard Member
Joseph Tomas MckellarBoard Member
Juan RubelcavaBoard Member
Juliet ChoiBoard Member
Linda NguyBoard Member
Lorena Gonzalez FletcherBoard Member
Lori EasterlingBoard Member
Maribel NunezBoard Member
Mayra AlvarezBoard Member
Nicole ThibeauBoard Member
Ramon CastelblanchBoard Member
Rhonda SmithBoard Member
Sonya YoungBoard Member
Stewart FerryBoard Member
Kiran Savage-sangwanSecretary
Sarah DarTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Trilogy Interactive LLCCommunication And Marketing ServicesPO BOX 4177, Mountain View, CA 94040-4177$136,783
Revenue and Support

Revenue Composition

Contributions and Grants
$490,000
Program Service Revenue
$80,850
Investment Income
$10,095
Other Revenue
$0
All Other Contributions
$490,000
Change in Net Assets
$-20,365
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$362,770
Salaries, Compensation, and Employee Benefits$238,540
Total Fundraising Expense$12,169
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$187,611$306$109$188,026
Other Salaries and Wages$153,826$21,812$8,484$184,122
Fees for Services Lobbying$70,800--$70,800
Advertising$56,370--$56,370
Other Employee Benefits$23,622$3,005$894$27,521
Occupancy$13,287$1,385$546$15,218
Office Expenses$11,542$1,694$859$14,095
Payroll Taxes$11,613$1,517$617$13,747
Pension Plan Contributions$10,864$1,626$660$13,150
Fees for Services Accounting-$9,339-$9,339
Information Technology$4,923--$4,923
Travel$3,809$190-$3,999
Total Functional Expenses$548,267$40,874$12,169$601,310
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 is prepared by an independent tax preparer and is reviewed by management prior to submission.”

Form 990, Part VI, Section C, Line 19

“The form 990 is made available to the public via guidestar.org and irs.gov. Governing documents, conflict of interest policy, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Health Access of California
EIN
93-0957947
Phone
9164970923
Address
1127 11TH STREET SUITE 925, SACRAMENTO, CA 95814

Signing Officer

Name
Erin Chandler
Title
Chief Operating Officer
Phone
9164970923
Signed
2025-08-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amanda Mcallister-wallner
Formed
1987
Legal Domicile
CA
Voting Board Members
19
Independent Board Members
19
Employees
0
Volunteers
25

Preparer

Firm
Easy Office Dba Jitasa
Address
1120 S RACKHAM WAY SUITE 300, MERIDIAN, ID 83642
Preparer
Jeremy Cork
Phone
2082874777
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Other fees include contract service expenses.”

Raw XML AppendixShowing 400 of 551 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt065990
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt095826
IRS990/AccountsReceivableGrp/BOYAmt021250
IRS990/AccountsReceivableGrp/EOYAmt02250
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0HEALTH ACCESS CALIFORNIA IS THE STATEWIDE HEALTH CARE CONSUMER ADVOCACY COALITION, ADVOCATING FOR THE GOAL OF QUALITY, AFFORDABLE HEALTH CARE FOR ALL CALIFORNIANS.
IRS990/AdvertisingGrp/ProgramServicesAmt056370
IRS990/AdvertisingGrp/TotalAmt056370
IRS990/AllOtherContributionsAmt0490000
IRS990/AnnualDisclosureCoveredPrsnInd00
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IRS990/BooksInCareOfDetail/PhoneNum02082874777
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01120 S RACKHAM WAY SUITE 300
IRS990/BooksInCareOfDetail/USAddress/CityNm0MERIDIAN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ID
IRS990/BooksInCareOfDetail/USAddress/ZIPCd083642
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0620242
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IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0136783
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0PO BOX 4177
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0MOUNTAIN VIEW
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd0940404177
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0TRILOGY INTERACTIVE LLC
IRS990/ContractorCompensationGrp/ServicesDesc0COMMUNICATION AND MARKETING SERVICES
IRS990/ContriRptFundraisingEventAmt00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0490000
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt010095
IRS990/CYOtherExpensesAmt0362770
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt080850
IRS990/CYRevenuesLessExpensesAmt0-20365
IRS990/CYSalariesCompEmpBnftPaidAmt0238540
IRS990/CYTotalExpensesAmt0601310
IRS990/CYTotalFundraisingExpenseAmt012169
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0580945
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0GENERAL PROGRAM - THE GENERAL PROGRAM IS NON-LOBBYING AD-HOC PROGRAMMATIC ACTIVITY THAT SUPPORTS THE STATEWIDE HEALTH CARE CONSUMER ADVOCACY COALITION. THE COALITION BRINGS TOGETHER DOZENS OF OTHER MEMBER ORGANIZATIONS REPRESENTING SENIORS, PEOPLE WITH DISABILITIES, CHILDREN, IMMIGRANTS, COMMUNITIES OF COLOR, HEALTH CARE PROFESSIONALS, PEOPLE OF FAITH, LABOR, WOMEN, LOW-INCOME FAMILIES, AND COMMUNITIES THROUGHOUT CALIFORNIA TO BE A LEADING VOICE FOR HEALTH CARE CONSUMERS IN CALIFORNIA.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
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IRS990/DonatedServicesAndUseFcltsAmt00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0121241
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0116036
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0372547
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FederatedCampaignsAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt09339
IRS990/FeesForServicesAccountingGrp/TotalAmt09339
IRS990/FeesForServicesLobbyingGrp/ProgramServicesAmt070800
IRS990/FeesForServicesLobbyingGrp/TotalAmt070800
IRS990/FeesForServicesOtherGrp/FundraisingAmt0109
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0306
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0187611
IRS990/FeesForServicesOtherGrp/TotalAmt0188026
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
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IRS990/Form990PartVIISectionAGrp/PersonNm1SARAH DAR
IRS990/Form990PartVIISectionAGrp/PersonNm2KIRAN SAVAGE-SANGWAN
IRS990/Form990PartVIISectionAGrp/PersonNm3KELLY HARDY
IRS990/Form990PartVIISectionAGrp/PersonNm4TIA ORR
IRS990/Form990PartVIISectionAGrp/PersonNm5JULIET CHOI
IRS990/Form990PartVIISectionAGrp/PersonNm6MAYRA ALVAREZ
IRS990/Form990PartVIISectionAGrp/PersonNm7RAMON CASTELBLANCH
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IRS990/Form990PartVIISectionAGrp/PersonNm9CRYSTAL CRAWFORD
IRS990/Form990PartVIISectionAGrp/PersonNm10LORI EASTERLING
IRS990/Form990PartVIISectionAGrp/PersonNm11JENN ENGSTROM
IRS990/Form990PartVIISectionAGrp/PersonNm12JOEY ESPINOZA-HERNANDEZ
IRS990/Form990PartVIISectionAGrp/PersonNm13NICOLE THIBEAU
IRS990/Form990PartVIISectionAGrp/PersonNm14STEWART FERRY
IRS990/Form990PartVIISectionAGrp/PersonNm15JEFF FRIETAS
IRS990/Form990PartVIISectionAGrp/PersonNm16LORENA GONZALEZ FLETCHER
IRS990/Form990PartVIISectionAGrp/PersonNm17ALIA GRIFFING
IRS990/Form990PartVIISectionAGrp/PersonNm18JOSEPH TOMAS MCKELLAR
IRS990/Form990PartVIISectionAGrp/PersonNm19MARIBEL NUNEZ
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IRS990/Form990PartVIISectionAGrp/PersonNm21ANDREA SAN MIGUEL
IRS990/Form990PartVIISectionAGrp/PersonNm22RHONDA SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm23SONYA YOUNG
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IRS990/ProgSrvcAccomActy2Grp/Desc0STATE LOBBYING - HEALTH ACCESS REPRESENTS HEALTH CONSUMERS IN THE STATE LEGISLATURE AND WORKS TO DEVELOP HEALTH POLICIES. WE SPONSOR AND ADVANCE KEY BILLS SO CONSUMERS CAN HAVE CONFIDENCE THAT CARE AND COVERAGE WILL BE THERE WHEN THEY NEED IT. LOBBYING INCLUDES ADVANCING LEGISLATION ON SETTING A STANDARD FOR ESSENTIAL HEALTH BENEFITS AND NEW INSURANCE MARKET RULES, AND STREAMLINING ENROLLMENT AND ELIGIBILITY FOR COVERAGE.
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IRS990/ProgSrvcAccomActy3Grp/Desc0FEDERAL LOBBYING - HEALTH ACCESS LEADS THE CALIFORNIA FIELD CAMPAIGN OF THE BROAD-BASED COALITION FOR FEDERAL HEALTH REFORM, WHERE ALL AMERICANS ARE GUARANTEED QUALITY, AFFORDABLE HEALTH CARE, AND ARE NOT LEFT ALONE AT THE MERCY OF THE INSURANCE COMPANIES. WE CONTINUE TO PROVIDE BRIEFINGS FOR CALIFORNIA'S ELECTED REPRESENTATIONS IN WASHINGTON, DC DURING THE YEAR.
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