CALIFORNIA INSTITUTE FOR BEHAVIORAL HEALTH SOLUTIONS (EIN 680314970) - 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

1994

Legal Domicile

Principal Officer

PERCY HOWARD

Phone

9165563480

Tax Period

2024-07-01 to 2025-06-30

CALIFORNIA INSTITUTE FOR BEHAVIORAL HEALTH SOLUTIONS, founded in 1994, is a mid-sized nonprofit in the Health Care sector that reported $30.4M in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. The organization ran a surplus of $5.7M, a strong 19% operating margin.

Mission

CIBHS ADVANCES BEHAVIORAL HEALTH SYSTEMS DESIGNED TO SERVE ALL PEOPLE, SHAPED BY LOCAL COMMUNITIES, AND GROUNDED IN STRONG EVIDENCE.

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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 $6,378,457

Program Service Revenue $23,463,392

Investment Income $537,495

Other Revenue $1,700

TOTAL REVENUE $30,381,044

Expense Breakdown

Grants Paid $476,097

Salaries & Benefits $5,567,291

Fundraising Expenses $0

Program Expenses $22,124,496

Other Expenses $18,624,101

TOTAL EXPENSES $24,667,489

Year-over-Year Comparison

	2024	2023	Change
Revenue	$30,381,044	$34,344,430	-0.1%
Expenses	$24,667,489	$26,950,734	-0.1%
Net Income	$5,713,555	$7,393,696	-0.2%

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

N/A

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

$784,661

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALBERT SENELLA	CHAIRMAN	0.25	Officer Director	$0	$0	$0
SANDRA FAIR	TREASURER/SECRETARY	0.25	Officer Director	$0	$0	$0
MARVIN SOUTHARD CSD	BOARD DIRECTOR	0.25	Director	$0	$0	$0
ALICE GLEGHORN PHD	BOARD DIRECTOR	0.25	Director	$0	$0	$0
MARK BONTRAGER	BOARD DIRECTOR	0.25	Director	$0	$0	$0
DAPHINE SHAW	BOARD DIRECTOR	0.25	Director	$0	$0	$0
EDWIN POON PHD	BOARD DIRECTOR	0.25	Director	$0	$0	$0
MARY HALE	BOARD DIRECTOR	0.25	Director	$0	$0	$0
MICHELLE DOTY CABRERA	BOARD DIRECTOR	0.25	Director	$0	$0	$0
PERCY HOWARD LCSW	PRESIDENT/CEO	40.00	Officer	$282,569	$29,084	$311,653
JENNIFER CLANCY	VICE PRESIDENT	40.00	Officer	$197,531	$14,150	$211,681
VICTOR KOGLER	VICE PRESIDENT	40.00	Officer	$184,811	$1,995	$186,806
ELIZABETH GAGNON CPA START 7124	DIRECTOR OF FINANCE & ADMINISTRATION	40.00	Officer	$70,951	$3,570	$74,521
GAYANEH KARAPETIAN	PROGRAM DIRECTOR	40.00	Highest	$167,807	$14,279	$182,086
DANETTE MCBRIDE	PROGRAM DIRECTOR	40.00	Highest	$163,977	$10,538	$174,515
AMY MCILVAINE	PROGRAM DIRECTOR	40.00	Highest	$160,110	$29,297	$189,407
PHANIT DY	PROGRAM DIRECTOR	40.00	Highest	$150,254	$7,312	$157,566
PRANAB BANSKOTA	PROGRAM DIRECTOR	40.00	Highest	$147,889	$9,448	$157,337

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	$30,381,044	$24,667,489	$25,602,628	$5,713,555
2024	$34,344,430	$26,950,734	$18,592,515	$7,393,696
2023	$15,262,930	$15,336,986	$9,186,511	$-74,056
2022	$12,097,512	$11,959,417	$8,116,083	$138,095
2021	$14,075,282	$13,821,948	$7,655,744	$253,334
2020	$17,376,423	$17,544,952	$8,088,578	$-168,529
2019	$12,706,225	$11,762,932	$10,570,092	$943,293
2018	$9,317,842	$10,098,401	$7,132,855	$-780,559

CALIFORNIA INSTITUTE FOR BEHAVIORAL HEALTH SOLUTIONS