Child and Family Policy Institute of California (EIN 830371079) - 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

2003

Legal Domicile

Principal Officer

Juliet Cox

Phone

9169937761

Tax Period

2024-07-01 to 2025-06-30

Child and Family Policy Institute of California, founded in 2003, is a community nonprofit in the Human Services sector that reported $6.7M in total revenue in fiscal year 2024. Expenses of $6.3M left a modest 6% surplus.

Mission

To advance the development of sound public policy and promote excellence in county Human Services Agengies through research, education, training and technical assistance.

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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 $4,747,083

Program Service Revenue $1,914,057

Investment Income $1,003

Other Revenue $0

TOTAL REVENUE $6,662,143

Expense Breakdown

Grants Paid $10,950

Salaries & Benefits $3,295,639

Fundraising Expenses $0

Program Expenses $5,895,526

Other Expenses $2,973,717

TOTAL EXPENSES $6,280,306

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,662,143	$6,685,507	0.0%
Expenses	$6,280,306	$6,464,708	0.0%
Net Income	$381,837	$220,799	+0.7%

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

$458,207

Total Directors

$20,800

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Juliet Cox	CEO	40.00	Officer	$212,005	$19,513	$231,518
Stuart Oppenheim	Dir. Emeritus	40.00	Officer	$217,907	$8,782	$226,689
Andrea Sobrado	Sr Assoc Director	40.00		$178,639	$18,233	$196,872
Melissa Connelly	Sr Assoc Director	40.00		$164,418	$17,614	$182,032
Erin Van Duzer	Adm Director	40.00		$143,807	$6,228	$150,035
Sharon Diaz	Assoc Director	40.00		$124,014	$8,684	$132,698
Tamara Honrado	Pgm Director	40.00		$116,309	$11,009	$127,318
Kelly Woodard	Director	5.00	Director	$20,000	$800	$20,800
Laura Hawkins	Chair	0.50	Officer Director	$0	$0	$0
Dr Danny Morris	Director	0.50	Director	$0	$0	$0
Kathryn Harwell	Director	0.50	Director	$0	$0	$0
Michelle Callejas	Vice-Chair	0.50	Officer Director	$0	$0	$0
Charity Douglas	Director	0.50	Director	$0	$0	$0
Lori Medina	Director	0.50	Director	$0	$0	$0
David Foster	Director	0.50	Director	$0	$0	$0
Christine Huber	Director	0.50	Director	$0	$0	$0
Kristen Brown	Director	0.50	Director	$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
2025	$6,662,143	$6,280,306	$3,645,276	$381,837
2024	No data	No data	No data	No data
2023	$4,166,624	$3,995,310	$2,254,213	$171,314
2022	$3,927,830	$3,740,039	$2,209,283	$187,791
2021	$2,870,828	$2,823,639	$1,672,508	$47,189
2020	$2,702,796	$2,717,214	$1,630,096	$-14,418
2019	$4,153,268	$4,011,701	$1,975,610	$141,567
2018	$3,530,409	$3,352,127	$1,914,497	$178,282

Child and Family Policy Institute of California