ANZA-BORREGO 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

1988

Legal Domicile

Principal Officer

BRIANNA FORDEM

Phone

7607670446

Tax Period

2024-07-01 to 2025-06-30

ANZA-BORREGO FOUNDATION, founded in 1988, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Expenses of $2.0M exceeded revenue, resulting in a 35% operating deficit.

Mission

OUR MISSION IS TO PROTECT AND PRESERVE THE NATURAL LANDSCAPES, WILDLIFE HABITAT AND CULTURAL HERITAGE OF ANZA-BORREGO DESERT STATE PARK AND ITS SURROUNDING REGION FOR THE BENEFIT AND ENJOYMENT OF PRESENT AND FUTURE GENERATIONS.

Program Service Accomplishments

Program 1

Expenses: $694,822

INTERPRETIVE SALES: ABF operates two retail locations, one inside the Park Visitor Center and one in Borrego Springs. Both retail locations sell interpretive merchandise such as books, apparel, and maps, and staff help visitors discover and remember the wonders of the Park. Proceeds from the sales directly support education and interpretation programs.

Program 2

Expenses: $539,818 Revenue: $111,441

EDUCATION PROGRAMS: Anza-Borrego Foundation offers environmental education programs, including in-field activities, virtual and in-person lectures and workshops, guided hikes and drives for adults...

EDUCATION PROGRAMS: Anza-Borrego Foundation offers environmental education programs, including in-field activities, virtual and in-person lectures and workshops, guided hikes and drives for adults and children. Topics include climate science, photography, archaeology, paleontology, geology, hiking, botany, quiet and astronomy.

Program 3

Expenses: $144,671 Revenue: $2,408

LAND ACQUISITION: Anza-Borrego Foundation conserves lands through outright purchase or donation from willing sellers. Purchased properties are transferred to Anza-Borrego Desert State Park for...

LAND ACQUISITION: Anza-Borrego Foundation conserves lands through outright purchase or donation from willing sellers. Purchased properties are transferred to Anza-Borrego Desert State Park for perpetual stewardship and management. ABF funds the purchases through grants and private donations. Since 2006, the Resources Legacy Fund has provided more than $3 million for land conservation under its Preserving Wild California Program and Wilderness Acquisition Programs. Over 55,000 acres have been preserved, and approximately 14,000 acres of inholdings remain. With funding from grants and dedicated donors, ABF continues the land conservation program to make the Park whole.

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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 $509,135

Program Service Revenue $113,849

Investment Income $363,130

Other Revenue $502,245

TOTAL REVENUE $1,488,359

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $1,167,159

Fundraising Expenses $231,759

Program Expenses $1,493,558

Other Expenses $836,812

TOTAL EXPENSES $2,008,971

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,488,359	$1,643,560	-0.1%
Expenses	$2,008,971	$1,593,929	+0.3%
Net Income	$-520,612	$49,631	-11.5%

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

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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

Volunteers

108

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

$163,163

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIANNA FORDEM	Executive Dir.	40.00	Officer	$156,652	$6,511	$163,163
STEPH DIPALMA	Trustee	2.00	Director	$0	$0	$0
BEN KINGSLEY	Treasurer	2.00	Officer Director	$0	$0	$0
LYNN RHODES	Trustee	2.00	Director	$0	$0	$0
SHARON GOLDSMITH	Trustee	2.00	Director	$0	$0	$0
LINDA TANDLE	Secretary	2.00	Officer Director	$0	$0	$0
BILL MCDONALD	Vice President	5.00	Officer Director	$0	$0	$0
SERGEY KUSHCH	Trustee	2.00	Director	$0	$0	$0
DAVE VAN CLEVE	President	2.00	Officer Director	$0	$0	$0
ELIZABETH LATHAM	Trustee	2.00	Director	$0	$0	$0
LISA BIASILLO	Trustee	2.00	Director	$0	$0	$0
WENDY YOUNGREN	Trustee	2.00	Director	$0	$0	$0
MARIS BRANCHEAU	Trustee	2.00	Director	$0	$0	$0
PAULETTE DONNELLON	Trustee	2.00	Director	$0	$0	$0
TIMOTHY MIELCAREK	Trustee	0.00	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	$1,488,359	$2,008,971	$14,565,127	$-520,612
2024	$1,643,560	$1,593,929	$14,548,753	$49,631
2023	$3,107,487	$1,345,645	$13,996,873	$1,761,842
2023	$3,107,487	$1,345,645	$13,996,873	$1,761,842
2022	$4,328,053	$1,325,748	$11,691,133	$3,002,305
2021	$1,024,923	$1,102,185	$2,791,368	$-77,262
2020	$967,459	$812,282	$2,303,839	$155,177
2019	$1,191,704	$906,531	$2,047,707	$285,173