Northern California Center For Well-Being (EIN 931144835) - Form 990 Financial Analysis & Trantor Score

🔒

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

Financial Trends

Organization Details

Formation Year

1994

Legal Domicile

Principal Officer

Karissa Moreno

Phone

7073386219

Tax Period

2023-01-01 to 2023-12-31

Northern California Center For Well-Being, founded in 1994, is a community nonprofit in the Health Care sector that reported $2.2M in total revenue in fiscal year 2023. Revenue fell 34% from the prior year — a significant decline worth monitoring.

Mission

To improve the health and well-being of our community through evidence-based health practices and innovative programs that advance health equity for all.

🔒

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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,344,573

Program Service Revenue $763,002

Investment Income $0

Other Revenue $47,146

TOTAL REVENUE $2,154,721

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,653,232

Fundraising Expenses $0

Program Expenses $2,118,170

Other Expenses $541,426

TOTAL EXPENSES $2,194,658

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,154,721	$3,251,959	-0.3%
Expenses	$2,194,658	$2,230,679	0.0%
Net Income	$-39,937	$1,021,280	-1.0%

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

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

$134,900

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Karissa Moreno	Executive Dir.	40.00	Officer	$125,000	$9,900	$134,900
Kimberly Petty	Director	2.00	Director	$0	$0	$0
Brittany Lobo	Director	2.00	Director	$0	$0	$0
Jane Read	Director	2.00	Director	$0	$0	$0
Brian Dufour	Director	2.00	Director	$0	$0	$0
Michael Woon-Fat	Treasurer	2.00	Director	$0	$0	$0
Yudith Correa	Director	2.00	Director	$0	$0	$0
Monique Most	Director	2.00	Director	$0	$0	$0
Gary Hochman	Past President	2.00	Director	$0	$0	$0
carme Luis	Secretary	2.00	Director	$0	$0	$0
Andrew Spaulding	Director	2.00	Director	$0	$0	$0
Surani Hayre-Kwan	President	2.00	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
2024	No data	No data	No data	No data
2023	$2,154,721	$2,194,658	$3,498,374	$-39,937
2022	$3,251,959	$2,230,679	$3,562,199	$1,021,280
2021	$2,574,606	$1,918,333	$2,273,438	$656,273
2020	$2,233,961	$1,570,026	$1,591,138	$663,935
2018	$1,614,864	$1,920,343	$304,331	$-305,479

Northern California Center For Well-Being