CALM INC (EIN 237097910) - 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

ALANA WALCZAK

Phone

8059652376

Tax Period

2023-07-01 to 2024-06-30

CALM INC, founded in 1970, is a community nonprofit in the Crime & Legal sector that reported $8.5M in total revenue in fiscal year 2023. Net assets of $20.6M represent 29 months of operating reserves.

Mission

CALM'S MISSION IS TO PREVENT CHILDHOOD TRAUMA, HEAL CHILDREN AND FAMILIES, AND BUILD RESILIENT COMMUNITIES THROUGHOUT SANTA BARBARA COUNTY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,508,635

Program Service Revenue $5,488,401

Investment Income $567,113

Other Revenue $-66,319

TOTAL REVENUE $8,497,830

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,811,111

Fundraising Expenses $822,315

Program Expenses $6,652,275

Other Expenses $1,843,183

TOTAL EXPENSES $8,654,294

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,497,830	$8,552,717	0.0%
Expenses	$8,654,294	$8,999,982	0.0%
Net Income	$-156,464	$-447,265	-0.7%

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

111

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

$283,856

Total Directors

Key Employees

$169,526

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREW FITZGERALD	BOARD CHAIR	4.00	Officer Director	$0	$0	$0
ROBERTA COLLIER	VICE CHAIR - DEVELOPMENT	1.00	Officer Director	$0	$0	$0
FRANN WAGENECK	VICE CHAIR - GOVERNANCE	1.00	Officer Director	$0	$0	$0
SAM ELLIS	VICE CHAIR - FINANCE	1.00	Officer Director	$0	$0	$0
LUZ REYES-MARTIN	SECRETARY	1.00	Officer Director	$0	$0	$0
JON CLARK	TRUSTEE	1.00	Director	$0	$0	$0
MICHELE CUTTLER	TRUSTEE	1.00	Director	$0	$0	$0
SUSAN GULBRANSEN	TRUSTEE	1.00	Director	$0	$0	$0
ANNA KOKOTOVIC PHD	TRUSTEE	1.00	Director	$0	$0	$0
ANALISE MAGGIO	TRUSTEE	1.00	Director	$0	$0	$0
CANDICE MONGE	TRUSTEE	1.00	Director	$0	$0	$0
GLENN MORRIS	TRUSTEE	1.00	Director	$0	$0	$0
CAROLINE POWERS	TRUSTEE	1.00	Director	$0	$0	$0
JOANNE RAPP	TRUSTEE	1.00	Director	$0	$0	$0
DAALIA REFAAT	TRUSTEE	1.00	Director	$0	$0	$0
GISELA RODRIGUEZ	TRUSTEE	1.00	Director	$0	$0	$0
JENNA ROGERS	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD RUSSELL	TRUSTEE	1.00	Director	$0	$0	$0
PATRICE RYAN	TRUSTEE	1.00	Director	$0	$0	$0
JANIS SALIN	TRUSTEE	1.00	Director	$0	$0	$0
MARC SCHNEIDER	TRUSTEE	1.00	Director	$0	$0	$0
KELLY SMITH	TRUSTEE	1.00	Director	$0	$0	$0
KATRINA SPRAGUE	TRUSTEE	1.00	Director	$0	$0	$0
RICH YAO	TRUSTEE	1.00	Director	$0	$0	$0
ZOHAR ZIV	TRUSTEE	1.00	Director	$0	$0	$0
ALANA WALCZAK	PRESIDENT & CEO	40.00	Officer	$270,227	$13,629	$283,856
ADOLFO GARCIA	CHIEF OPERATING OFFICER	40.00	Key Emp	$159,975	$9,551	$169,526
ASHLYN MCCAGUE	DIRECTOR OF DEVELOPMENT	40.00	Highest	$129,150	$8,335	$137,485
ASHLEIGH ERVING	DIRECTOR OF CLINICAL OPERATIONS	40.00	Highest	$126,316	$7,719	$134,035
ANDREA GLEYSTEEN	DIRECTOR OF HUMAN RESOURCES	40.00	Highest	$128,914	$11,345	$140,259
YVONNE NELSON	SENIOR MANAGER OF CLINICAL ADVANCEMENT	40.00	Highest	$119,308	$6,114	$125,422
RACHEL HOPSICKER	SENIOR MANAGER QUALITY IMPROVEMENT	40.00	Highest	$105,437	$12,384	$117,821

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	No data	No data	No data	No data
2024	$8,497,830	$8,654,294	$21,908,687	$-156,464
2023	$8,552,717	$8,999,982	$21,279,338	$-447,265
2022	$9,183,991	$6,573,361	$20,932,846	$2,610,630
2021	$8,458,600	$8,018,221	$21,457,407	$440,379
2020	$10,174,225	$8,465,796	$19,633,208	$1,708,429
2019	$8,357,028	$8,033,013	$17,536,362	$324,015
2018	$7,410,810	$7,359,585	$16,848,602	$51,225

CALM INC