CARESTAR FOUNDATION (EIN 821511283) - 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

2017

Legal Domicile

Principal Officer

KENNETH L MEEHAN

Phone

5107106799

Tax Period

2021-01-01 to 2021-12-31

CARESTAR FOUNDATION, founded in 2017, is a community nonprofit in the Health Care sector that reported $5.1M in total revenue in fiscal year 2021. Revenue surged 126% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.5M, a strong 30% operating margin.

Mission

TO IMPROVE HEALTH OUTCOMES FOR ALL CALIFORNIANS, WE USE A RACIAL EQUITY LENS TO FUND AND ADVOCATE FOR IMPROVEMENTS TO OUR EMERGENCY RESPONSE SYSTEM.

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $5,057,008

Other Revenue $0

TOTAL REVENUE $5,057,008

Expense Breakdown

Grants Paid $2,254,929

Salaries & Benefits $814,078

Fundraising Expenses $0

Program Expenses $2,986,938

Other Expenses $449,553

TOTAL EXPENSES $3,518,560

Year-over-Year Comparison

	2021	2020	Change
Revenue	$5,057,008	$2,238,243	+1.3%
Expenses	$3,518,560	$5,416,482	-0.4%
Net Income	$1,538,448	$-3,178,239	-1.5%

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

$307,060

Total Directors

$2,700

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FATIMA ANGELES	CHAIR	1.50	Officer Director	$0	$0	$0
JOSEPH CHIANG	SECRETARY/TREASURER	1.50	Officer Director	$0	$0	$0
SARAH DE GUIA	DIRECTOR	1.50	Director	$0	$0	$0
MICHAEL HEIL	DIRECTOR	1.50	Director	$0	$0	$0
KENNETH MEEHAN	DIRECTOR	1.50	Director	$2,700	$0	$2,700
MICHAEL RODRIGUEZ	DIRECTOR	1.50	Director	$0	$0	$0
SANDRA SHEWRY	DIRECTOR	1.50	Director	$0	$0	$0
JANE SMITH	DIRECTOR	1.50	Director	$0	$0	$0
DION GRIFFIN	CFO	4.00	Officer	$0	$0	$0
TANIR AMI	CEO	40.00	Officer	$262,500	$44,560	$307,060
JODI RAVEL	PROGRAM MANAGER	40.00	Highest	$126,000	$34,072	$160,072

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
2021	$5,057,008	$3,518,560	$76,999,854	$1,538,448
2020	$2,238,243	$5,416,482	$74,665,319	$-3,178,239
2019	$4,458,184	$3,596,077	$69,716,464	$862,107

CARESTAR FOUNDATION