CALIFORNIA PLANNING 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

1970

Legal Domicile

Principal Officer

LISA WISE

Phone

8058014115

Tax Period

2025-01-01 to 2025-12-31

CALIFORNIA PLANNING FOUNDATION, founded in 1970, is a small nonprofit in the Education sector that reported $152K in total revenue in fiscal year 2025. The organization ran a surplus of $55K, a strong 36% operating margin.

Mission

THE PURPOSE OF THE CALIFORNIA PLANNING FOUNDATION IS TO FURTHER THE PROFESSION PRACTICE OF PLANNING IN CALIFORNIA. THE PRINCIPAL ACTIVITY IS PROVIDING SCHOLARSHIP SUPPORT FOR STUDENTS PREPARING FOR CAREERS IN THE PLANNING PROFESSION IN CALIFORNIA.

Program Service Accomplishments

Program 1

Expenses: $79,000

THE ONLY PROGRAM SERVICE FOR 2025 IS THE AWARDING OF 44 SCHOLARSHIPS. THE SCHOLARSHIPS RANGED IN AMOUNT FROM $1,000 TO $7,000 FOR A TOTAL OF $79,000.

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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 (2025)

Revenue Breakdown

Contributions & Grants $112,602

Program Service Revenue $0

Investment Income $39,048

Other Revenue $0

TOTAL REVENUE $151,650

Expense Breakdown

Grants Paid $79,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $79,000

Other Expenses $17,481

TOTAL EXPENSES $96,481

Year-over-Year Comparison

	2025	2024	Change
Revenue	$151,650	$142,577	+0.1%
Expenses	$96,481	$101,433	0.0%
Net Income	$55,169	$41,144	+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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AARON PFANNENSTIEL AICP	PRESIDENT	4.00	Officer Director	$0	$0	$0
CHELSEA RICHER AICP	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JOUKE PEUTZ	SECRETARY	3.00	Officer Director	$0	$0	$0
LISA WISE AICP	TREASURER	3.00	Officer Director	$0	$0	$0
JAVIER AGUILAR	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN HILDEBRAND	BOARD MEMBER	1.00	Director	$0	$0	$0
MIRLE RABINOWITZ-BUSSELL PHD	BOARD MEMBER	1.00	Director	$0	$0	$0
HILARY NIXON PHD	BOARD MEMBER	3.00	Director	$0	$0	$0
ELIZABETH OWEN	BOARD MEMBER	1.00	Director	$0	$0	$0
JORGE PADILLA	BOARD MEMBER	1.00	Director	$0	$0	$0
KIM PRILLHART AICP	BOARD MEMBER	1.00	Director	$0	$0	$0
HING WONG FAICP	PAST PRESIDENT	1.00	Director	$0	$0	$0
MARISSA SULIEMAN KASSISIEH	STUDENT REPRESENTATIVE	1.00	Director	$0	$0	$0

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	$151,650	$96,481	$887,920	$55,169
2024	$142,577	$101,433	$795,777	$41,144
2023	$77,003	$98,406	$738,759	$-21,403
2022	$160,509	$87,886	$643,301	$72,623
2021	$280,558	$73,735	$658,717	$206,823
2020	$112,708	$70,922	$559,985	$41,786