HERBALIFE FAMILY FOUNDATION

EIN: 510523266 501(c)(3) Philanthropy & Grantmaking

LOS ANGELES, CA

Total Revenue
$9,607,135
Total Expenses
$8,352,425
Total Assets
$22,556,550
Net Assets
$21,920,594
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2004
Legal Domicile
CA
Principal Officer
JENNY PEREZ
Phone
3104109600
Tax Period
2023-01-01 to 2023-12-31

HERBALIFE FAMILY FOUNDATION, founded in 2004, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $9.6M in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $8.4M left a modest 13% surplus.

Mission

TO IMPROVE THE LIVES OF CHILDREN AND COMMUNITIES AROUND THE WORLD.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $8,765,131
Program Service Revenue $0
Investment Income $842,004
Other Revenue $0
TOTAL REVENUE $9,607,135

Expense Breakdown

Grants Paid $6,137,734
Salaries & Benefits $1,536,695
Fundraising Expenses $611,090
Program Expenses $7,397,865
Other Expenses $677,996
TOTAL EXPENSES $8,352,425

Year-over-Year Comparison

2023 2022 Change
Revenue $9,607,135 $7,851,324 +0.2%
Expenses $8,352,425 $8,131,865 +0.0%
Net Income $1,254,710 $-280,541 -5.5%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
10
Independent Members
9
Employees
10
Volunteers
15

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
5
$283,557
Total Directors
11
$283,557
Key Employees
0
$0
Highest Compensated
4
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RICHARD CALOCA TREASURER (THROUGH 1/23) 0.70
Officer Director
$0 $0 $0
CATHERINE DARE TREASURER (AS OF 1/23) 0.70
Officer Director
$0 $0 $0
ROB LEVY SECRETARY 0.30
Officer Director
$0 $0 $0
JENNY PEREZ EXECUTIVE DIRECTOR 40.00
Officer Director
$260,560 $22,997 $283,557
DESMOND WALSH CHAIRMAN 0.40
Officer Director
$0 $0 $0
PETER DAHL DIRECTOR 0.30
Director
$0 $0 $0
MARY HALLOWAY DIRECTOR 0.30
Director
$0 $0 $0
MAMIE HERRON DIRECTOR 0.30
Director
$0 $0 $0
SHOBIE KING DIRECTOR 0.30
Director
$0 $0 $0
ERIN RICHARDS-KUNKEL DIRECTOR 0.30
Director
$0 $0 $0
TIM WATERS DIRECTOR (AS OF 6/23) 0.30
Director
$0 $0 $0
ISIS SORAJA ROBERTS COMMUNICATIONS & SOCIAL MEDIA MANAGER 40.00
Highest
$101,995 $14,483 $116,478
RENE REMBERTO SIGUENZA BONILLA SENIOR ACCOUNTANT 40.00
Highest
$108,968 $21,794 $130,762
RAVI SINGH CONTROLLER 40.00
Highest
$187,135 $24,223 $211,358
BORYANA VLADEVA ACCOUNTING MANAGER 40.00
Highest
$118,153 $0 $118,153
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 No data No data No data No data
2023 $9,607,135 $8,352,425 $22,556,550 $1,254,710
2022 $7,851,324 $8,131,865 $21,079,868 $-280,541
2021 $8,092,128 $5,830,034 $22,239,401 $2,262,094
2020 $12,037,304 $5,949,078 $19,434,078 $6,088,226
2019 $4,767,159 $6,898,881 $12,904,700 $-2,131,722
Explore More Nonprofits
Top 100 Nonprofits in California Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare HERBALIFE FAMILY FOUNDATION with other nonprofits in California and across the country.