SOUTHERN REGIONAL RESOURCE CENTER SRRC (EIN 330402867) - 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

1987

Legal Domicile

Principal Officer

ROBERTO VELASQUEZ

Phone

8582684432

Tax Period

2024-07-01 to 2025-06-30

SOUTHERN REGIONAL RESOURCE CENTER SRRC, founded in 1987, is a community nonprofit in the Health Care sector that reported $6.1M in total revenue in fiscal year 2024.

Mission

TO SUPPORT BRAIN-IMPAIRED ADULTS, THEIR FAMILIES AND CAREGIVERS, AND OLDER ADULTS 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 $4,949,774

Program Service Revenue $1,090,708

Investment Income $4,190

Other Revenue $17,033

TOTAL REVENUE $6,061,705

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,959,987

Fundraising Expenses $47,676

Program Expenses $5,788,555

Other Expenses $2,365,074

TOTAL EXPENSES $6,325,061

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,061,705	$6,121,637	0.0%
Expenses	$6,325,061	$6,113,039	+0.0%
Net Income	$-263,356	$8,598	-31.6%

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

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

$786,297

Total Directors

$300,394

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERTO VELASQUEZ	President & CEO	40.00	Officer Director	$300,394	$0	$300,394
CATHERINE RACHEL BARNES	CFO	40.00	Officer	$235,368	$0	$235,368
MARTHA RANON	EXECUTIVE VP	40.00	Officer	$147,939	$0	$147,939
KAMI SHEVLIN	VP OPERATIONS	40.00	Officer	$102,596	$0	$102,596
KATHRYN FORTIN	BOARD MBR	1.00	Director	$0	$0	$0
DANIEL GUILLEN	BOARD MEMBER	1.00	Director	$0	$0	$0
TARIEL GOLDSTEIN	BOARD MBR	1.00	Director	$0	$0	$0
KIMBERLY R MCGHEE	BOARD MBR	1.00	Director	$0	$0	$0
ANGELICA NINO-MEDLOCK	BOARD MBR	1.00	Director	$0	$0	$0
ALISON SORLEY ATWOOD	board president	1.00	Director	$0	$0	$0
PAMELA HWANG	BOARD MBR	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	$6,061,705	$6,325,061	$2,413,503	$-263,356
2024	$6,121,637	$6,113,039	$2,736,799	$8,598
2023	$5,130,908	$5,086,506	$2,637,462	$44,402
2022	$4,910,895	$4,821,642	$2,161,254	$89,253
2021	$5,017,781	$4,851,084	$2,253,667	$166,697
2020	$4,698,761	$4,558,501	$2,438,764	$140,260
2019	$2,900,389	$3,130,897	$1,792,683	$-230,508

SOUTHERN REGIONAL RESOURCE CENTER SRRC