CALIFORNIA FAMILY FOUNDATION (EIN 770053005) - 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

1984

Legal Domicile

Principal Officer

Melinda Christopherson

Phone

6503275052

Tax Period

2023-09-01 to 2024-08-31

CALIFORNIA FAMILY FOUNDATION, founded in 1984, is a mid-sized nonprofit in the Education sector that reported $14.7M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $10.5M, a strong 72% operating margin.

Mission

The California Family Foundation's work is to assist low-income families, in our geographical area, build a future. We do that by operating Beechwood School and a below market-rate housing program.

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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 (2023)

Revenue Breakdown

Contributions & Grants $12,240,221

Program Service Revenue $540,489

Investment Income $665,532

Other Revenue $1,206,938

TOTAL REVENUE $14,653,180

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,869,870

Fundraising Expenses $56,497

Program Expenses $3,884,029

Other Expenses $1,282,460

TOTAL EXPENSES $4,152,330

Year-over-Year Comparison

	2023	2022	Change
Revenue	$14,653,180	$13,097,475	+0.1%
Expenses	$4,152,330	$3,894,496	+0.1%
Net Income	$10,500,850	$9,202,979	+0.1%

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

100

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

$181,622

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Priscilla Taylor	Beechwood School Principal	40	Highest	$144,245	$7,302	$151,547
Antonia Chu	Beechwood Teacher	40	Highest	$113,315	$7,056	$120,371
Melinda Christopherson	Finance Director	40	Officer	$104,678	$14,944	$119,622
John Laurance	Beechwood School Teacher	40	Highest	$101,651	$14,044	$115,695
Katherine Pforzheimer	Beechwood School Teacher	40	Highest	$101,369	$4,981	$106,350
Richard Jacobsen	Vice President	10.00	Officer	$62,000	$0	$62,000
Susan Jacobsen	Director	10	Director	$0	$0	$0
Howard Pearson	Director	1	Director	$0	$0	$0
Lund Smith	Director	1	Director	$0	$0	$0
Michael Jacobsen	President	2.00	Officer	$0	$0	$0
Julia Jacobsen	Secretary	2.00	Officer	$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
2024	$14,653,180	$4,152,330	$72,167,643	$10,500,850
2023	$13,097,475	$3,894,496	$59,900,319	$9,202,979
2022	$5,289,194	$3,608,410	$45,873,339	$1,680,784
2021	$4,270,884	$3,341,764	$45,166,178	$929,120
2020	$5,640,063	$3,426,333	$41,796,064	$2,213,730

CALIFORNIA FAMILY FOUNDATION