CALIFORNIA ACADEMY OF FAMILY PHYSICIANS (EIN 941149565) - 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

1948

Legal Domicile

Principal Officer

LISA FOLBERG

Phone

4153458667

Tax Period

2023-01-01 to 2023-12-31

CALIFORNIA ACADEMY OF FAMILY PHYSICIANS, founded in 1948, is a community nonprofit that reported $4.7M in total revenue in fiscal year 2023. Revenue surged 210% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.9M, a strong 40% operating margin.

Mission

CAFP EMPOWERS, EDUCATES, AND CONNECTS CURRENT AND FUTURE FAMILY PHYSICIANS TO IMPROVE THE HEALTH OF ALL CALIFORNIANS.

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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 $1,188,376

Program Service Revenue $2,066,842

Investment Income $1,406,887

Other Revenue $47,997

TOTAL REVENUE $4,710,102

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,413,534

Fundraising Expenses $0

Other Expenses $1,431,425

TOTAL EXPENSES $2,844,959

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,710,102	$1,518,584	+2.1%
Expenses	$2,844,959	$2,322,755	+0.2%
Net Income	$1,865,143	$-804,171	-3.3%

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

$339,307

Total Directors

$18,250

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAUREN SIMON	PAST PRESIDENT	2.00	Officer Director	$4,250	$0	$4,250
RAUL AYALA	PRESIDENT	2.00	Officer Director	$11,500	$0	$11,500
BRENT SUGIMOTO	SECRETARY-TREASURER	2.00	Officer Director	$750	$0	$750
ALEX MCDONALD	PRESIDENT-ELECT	2.00	Officer Director	$0	$0	$0
MARIA CARRIEDO-CENICEROS	DIRECTOR	2.00	Director	$0	$0	$0
ANTHONY CHONG	SPEAKER	2.00	Officer Director	$0	$0	$0
KIM YU	VICE-SPEAKER	2.00	Officer Director	$0	$0	$0
REBECCA BERTIN	DIRECTOR	2.00	Director	$0	$0	$0
ERIKA ROSHANRAVAN	DIRECTOR	2.00	Director	$750	$0	$750
GRACE CHEN YU	DIRECTOR	2.00	Director	$0	$0	$0
JORGE GALDAMEZ	DIRECTOR	2.00	Director	$0	$0	$0
KEVIN ROSSI	DIRECTOR	2.00	Director	$0	$0	$0
LALITA ABHYANKAR	DIRECTOR	2.00	Director	$0	$0	$0
AMANDA HELLE	DIRECTOR	2.00	Director	$0	$0	$0
ROB ASSIBEY	DIRECTOR	2.00	Director	$1,000	$0	$1,000
ROBIN LINSCHEID JANZEN	DIRECTOR	2.00	Director	$0	$0	$0
RON LABUGUEN	DIRECTOR	2.00	Director	$0	$0	$0
SHAYNE POULIN	DIRECTOR	2.00	Director	$0	$0	$0
SARA MARTIN	DIRECTOR	2.00	Director	$0	$0	$0
SOOMIN JUNG	DIRECTOR	2.00	Director	$0	$0	$0
LISA FOLBERG	CEO	40.00	Officer	$304,134	$18,673	$322,807
JERRI DAVIS	VP - CME	40.00	Highest	$140,500	$4,782	$145,282
JOSHUA LUNSFORD	VP - MEMBERSHIP	40.00	Highest	$115,160	$11,151	$126,311
LAURIE ISENBERG	DIRECTOR OF EDUCATION	40.00	Highest	$106,500	$14,114	$120,614

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	$4,710,102	$2,844,959	$16,107,167	$1,865,143
2022	$1,518,584	$2,322,755	$13,662,044	$-804,171
2021	$3,273,732	$2,226,206	$14,165,343	$1,047,526
2020	$3,328,002	$2,744,517	$13,287,155	$583,485
2019	$4,457,603	$3,019,230	$12,955,304	$1,438,373
2018	$3,345,536	$3,327,158	$11,165,632	$18,378

CALIFORNIA ACADEMY OF FAMILY PHYSICIANS