COMMUNITY ACTION FUND OF PLANNED PARENTHOOD ORANGE & SAN BERNARDINO (EIN 330468988) - 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

1991

Legal Domicile

Principal Officer

KRISTA HOLLINGER

Phone

7143971170

Tax Period

2024-07-01 to 2025-06-30

COMMUNITY ACTION FUND OF PLANNED PARENTHOOD ORANGE & SAN BERNARDINO, founded in 1991, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024. Revenue fell 47% from the prior year — a significant decline worth monitoring. Expenses of $1.9M exceeded revenue, resulting in a 56% operating deficit.

Mission

ENCOURAGE AND PROTECT INDIVIDUAL CHOICE REGARDING REPRODUCTIVE HEALTH CARE, ADVOCATE PUBLIC POLICY FOR HEALTH CARE, AND FOSTER AND PRESERVE A SOCIAL AND POLITICAL CLIMATE FAVORABLE TO REPRODUCTIVE CHOICE.

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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 $1,253,171

Program Service Revenue $0

Investment Income $0

Other Revenue $-4,498

TOTAL REVENUE $1,248,673

Expense Breakdown

Grants Paid $750,000

Salaries & Benefits $91,046

Fundraising Expenses $54,594

Program Expenses $1,783,770

Other Expenses $1,104,491

TOTAL EXPENSES $1,945,537

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,248,673	$2,367,960	-0.5%
Expenses	$1,945,537	$1,687,170	+0.2%
Net Income	$-696,864	$680,790	-2.0%

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

195

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

$787,976

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELLE BARTLETT	CHAIR	1.00	Officer Director	$0	$0	$0
MIKA SAVANI	VICE CHAIR	1.00	Officer Director	$0	$0	$0
KRISTIN WASHINGTON	SECRETARY	1.00	Officer Director	$0	$0	$0
LYNN GIRVIN	TREASURER	1.00	Officer Director	$0	$0	$0
KATIE ARTHUR	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE BOLTON MD	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD BRUCK PHD	DIRECTOR	1.00	Director	$0	$0	$0
THY BUI	DIRECTOR	1.00	Director	$0	$0	$0
AMY CAPELLE	DIRECTOR	1.00	Director	$0	$0	$0
PRISCILLA HUANG	DIRECTOR	1.00	Director	$0	$0	$0
PAMELA KAMPS	DIRECTOR	1.00	Director	$0	$0	$0
DIANNE LANDEROS	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN LEW	DIRECTOR	1.00	Director	$0	$0	$0
DEBBIE LIU PHD	DIRECTOR	1.00	Director	$0	$0	$0
CASSIE MACDUFF	DIRECTOR	1.00	Director	$0	$0	$0
EILEEN CARAVELLO PENAN	DIRECTOR	1.00	Director	$0	$0	$0
KATE PRETORIUS	DIRECTOR	1.00	Director	$0	$0	$0
LYNNE RIDDLE	DIRECTOR	1.00	Director	$0	$0	$0
MARCUS ROSENCRANTZ MD	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW THORBURN	DIRECTOR	1.00	Director	$0	$0	$0
JON DUNN	PRESIDENT/CEO	1.00	Officer	$0	$47,573	$787,976

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	$1,248,673	$1,945,537	$125,858	$-696,864
2024	$2,367,960	$1,687,170	$1,087,411	$680,790
2023	$1,263,256	$1,652,328	$202,484	$-389,072
2022	$1,259,994	$948,970	$542,144	$311,024
2021	$919,584	$1,106,633	$217,170	$-187,049
2020	$879,027	$887,256	$419,537	$-8,229
2019	$965,060	$1,070,077	$620,193	$-105,017
2018	$614,578	$767,550	$47,364	$-152,972

COMMUNITY ACTION FUND OF PLANNED PARENTHOOD ORANGE & SAN BERNARDINO