The financial model

One paid navigator. Volunteer everything else. Audited assumptions.

Three cash scenarios — Floor, Base, Comfort — all formula-driven in the downloadable workbook. No unawarded grant is counted as cash. Volunteer labor is valued separately and never load-bearing for safety.

  • $69,474Floor — minimum viable yearNavigator at 0.30 FTE
  • $98,568Base — the recommended year oneNavigator at 0.45 FTE
  • $128,850Comfort — two-day-readyNavigator at 0.60 FTE

Year-one cash budget

Line itemFloorBaseComfortBasis (verified where stated)
Benefits navigator / clinic coordinator (the one paid role, part-time)$24,780$37,170$49,560FTE 0.30 / 0.45 / 0.60 at $70K base + 18% burden; sponsor is employer of record
Malpractice gap + general liability (pre-FTCA)$6,000$7,000$8,000Drops sharply once HRSA FTCA deeming approves ($0-premium coverage for deemed clinicians)
Medication & lab assistance fund (capped)$10,000$15,000$20,000Generics $4–15/mo cash; PAPs cover brands; fund covers labs + gaps
Technology (EHR free via athenaGives)$2,400$3,000$3,600Telehealth, phones, domain, misc software
Space contribution (donated site utilities share)$2,400$3,600$4,800Church/partner clinical rooms, 1 day/week
Clinical & office supplies$2,000$2,500$3,000Outpatient psychiatric scope — no procedures
Interpretation$1,000$1,500$2,000Bilingual volunteers first; paid phone line for other languages
Outreach & referral education$2,000$3,000$4,000The demand engine — referral sources must know we exist
Government filing fees$700$700$700SOS $30 + SI-100 $20 + IRS Form 1023 $600 + AG CT-1 $50 — all verified
Legal — scoped opinions$5,000$7,000$10,000Sponsor, partner, and related-party agreements; non-negotiable
Memberships (NAFC + CAFCC)$1,000$1,000$1,000Gateway to CVS, Direct Relief, athenaGives pipelines
Bookkeeping supplement$1,200$1,500$1,800Core accounting rides inside the sponsor fee
Subtotal — cash direct costs$58,480$82,970$108,460
Fiscal sponsor fee (8%)$4,678$6,638$8,677
Contingency (10%)$6,316$8,961$11,714
TOTAL YEAR-ONE CASH$69,474$98,568$128,850Fundraising target adds a 3-month reserve: $87K / $123K / $161K

What that buys

OutputFloorBaseComfort
Completed psychiatric visits / year497662828
Unique bridge patients124166207
Coverage-rescue navigation episodes150250300
Total people helped274416507
Cash cost per completed visit$140$149$156
Documented in-kind leverage per cash $2.0×1.8×1.7×

Capacity math: 1.5–2.5 volunteer prescribers per clinic day × 9 visits each × 46 weeks × 80% show rate. Contrast: the fully-salaried model delivers visits at $624 each and requires $3.08M before the first patient. Same safety gates, 1/31st the capital.

Year-one sources vs. the $123K target (Base)

SourceAmountStatus / timing
Founder + IPMG-network seed gifts (unrestricted)$50,000The ask — committed in writing Q4 2026
CommonSpirit / Dignity SB grant (if awarded)$30,000Apply Sept 18; decision ~Jan; funds ~Apr 2027
Community small grants (IECF, Parkview, LLUH, Stater Bros.)$12,000Rolling, Q4 2026 – 2027
Individual + faith-community giving$15,000Zeffy campaign from Nov 2026
Corporate / miscellaneous$5,000Kaiser event sponsorships, employer gifts
Identified$112,000vs. $123,210 target — an honest $11K gap, closed by seed scale-up, one more small award, or the Floor variant

The three-year shape

  • 2027: one clinic day/week — $99K, 662 visits, 416 people helped
  • 2028: two clinic days — ~$174K, ~1,325 visits; gate: 4+ reliable prescribers, full-year funding banked, zero unresolved safety events
  • 2029: ~$227K; own CDPH free-clinic license only if partner capacity truly binds ($1,646 fee, 6–12 months — verified). Staying partner-hosted is a success outcome, not a compromise.

Download the live workbook