CALIFORNIA PLANNING FOUNDATION (EIN 237088161) - Form 990 Financial Analysis & Trantor Score

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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

HING WONG

Phone

8058014115

Tax Period

2024-01-01 to 2024-12-31

CALIFORNIA PLANNING FOUNDATION, founded in 1970, is a small nonprofit in the Education sector that reported $143K in total revenue in fiscal year 2024. Revenue surged 85% from the prior year, signaling strong growth momentum. The organization ran a surplus of $41K, a strong 29% operating margin.

Mission

PROVIDE SCHOLARSHIPS TO STUDENTS TO FURTHER THE PROFESSION PRACTICE OF PLANNING IN CALIFORNIA.

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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 (2024)

Revenue Breakdown

Contributions & Grants $114,658

Program Service Revenue $0

Investment Income $27,919

Other Revenue $0

TOTAL REVENUE $142,577

Expense Breakdown

Grants Paid $87,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $87,000

Other Expenses $14,433

TOTAL EXPENSES $101,433

Year-over-Year Comparison

	2024	2023	Change
Revenue	$142,577	$77,003	+0.9%
Expenses	$101,433	$98,406	+0.0%
Net Income	$41,144	$-21,403	-2.9%

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
HING WONG FAICP	PRESIDENT	4.00	Officer Director	$0	$0	$0
AARON PFANNENSTIEL AICP	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
MIRLE RABINOWITZ-BUSSELL PHD	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
KAREEM H EL-SISI	BOARD MEMBER	3.00	Director	$0	$0	$0
BRIAN MCGINNIS	BOARD MEMBER	1.00	Director	$0	$0	$0
HILARY NIXON PHD	BOARD MEMBER	3.00	Director	$0	$0	$0
KIM PRILLHART AICP	BOARD MEMBER	2.00	Director	$0	$0	$0
JOUKE PEUTZ	BOARD MEMBER	1.00	Director	$0	$0	$0
CHELSEA RICHER AICP	BOARD MEMBER	2.00	Director	$0	$0	$0
CAREY FERNANDES AICP	VP PROF DEVELOPMENT	1.00	Director	$0	$0	$0
JACQUELYN BROADER	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
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

CALIFORNIA PLANNING FOUNDATION