HUMANGOOD NORCAL (EIN 941225374) - 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

1955

Legal Domicile

Principal Officer

JOHN H COCHRANE III

Phone

9259247100

Tax Period

2023-01-01 to 2023-12-31

HUMANGOOD NORCAL, founded in 1955, is a major nonprofit in the Human Services sector that reported $214.6M in total revenue in fiscal year 2023. Expenses of $194.2M left a modest 9% surplus.

Mission

TO HELP OLDER ADULTS LIVE THEIR BEST LIVES POSSIBLE, HOWEVER THEY DEFINE IT.

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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 $1,863,788

Program Service Revenue $193,706,588

Investment Income $18,103,337

Other Revenue $894,904

TOTAL REVENUE $214,568,617

Expense Breakdown

Grants Paid $2,987,350

Salaries & Benefits $110,839,987

Fundraising Expenses $0

Program Expenses $167,989,660

Other Expenses $80,407,638

TOTAL EXPENSES $194,234,975

Year-over-Year Comparison

	2023	2022	Change
Revenue	$214,568,617	$199,131,952	+0.1%
Expenses	$194,234,975	$189,017,651	+0.0%
Net Income	$20,333,642	$10,114,301	+1.0%

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

2031

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

$3,784,025

Total Directors

$451,000

Key Employees

$3,600,043

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RANDALL L STAMPER	CHAIR	1.00	Officer Director	$0	$0	$73,000
ALBERT W KELLEY	VICE CHAIR	0.50	Officer Director	$0	$0	$63,000
H DECLAN BROWN	SECRETARY	0.50	Officer Director	$0	$0	$63,000
JUDITH BAKER	DIRECTOR	0.50	Director	$0	$0	$63,000
REV MICHELLE HOLMES	DIRECTOR	0.50	Director	$0	$0	$63,000
WILLIAM BATTISON	DIRECTOR	0.50	Director	$0	$0	$63,000
ALAN GRIFFITH	DIRECTOR	0.50	Director	$0	$0	$63,000
SHARON ROTH	RESIDENT DIRECTOR	0.50	Director	$0	$0	$0
JOHN H COCHRANE III	PRESIDENT/CHIEF EXECUTIVE OFFICER	8.00	Officer	$0	$40,383	$1,137,774
DANIEL OGUS	CHIEF OPERATING OFFICER	8.00	Officer	$0	$41,587	$895,319
ANDREW MCDONALD	CHIEF FINANCIAL OFFICER	7.00	Officer	$611,176	$40,715	$651,891
BETHANY GHASSEMI	CHIEF LEGAL OFFICER	7.00	Officer	$545,496	$15,193	$560,689
FLEMING MENG	CIO (UNTIL 1/23)	0.00	Officer	$0	$0	$110,080
NICK LINDBERG	CHIEF INFORMATION OFFICER	8.00	Officer	$227,297	$1,975	$229,272
JAMES PARK	VP COMMUNICATIONS	11.00	Key Emp	$0	$33,578	$310,226
LISA HOLLAND	VP REGIONAL OPERATIONS	11.00	Key Emp	$0	$34,595	$334,401
MARC HERRERA	VP HEALTHCARE & QUALITY	11.00	Key Emp	$0	$24,927	$486,302
ANIKA HARTOUNIAN	VP OF FINANCE	7.00	Key Emp	$0	$38,036	$334,595
SUZANNE NAGEL	VP MARKETING	11.00	Key Emp	$0	$39,098	$315,289
SHACASEY ROGERS	VP HUMAN RESOURCES	11.00	Key Emp	$372,622	$24,300	$396,922
DENNIS GRADILLAS	VP SALES	12.00	Key Emp	$447,778	$38,691	$486,469
GREGORY BEARCE	VP REGIONAL OPERATIONS	11.00	Key Emp	$252,310	$32,636	$284,946
JESSICA LOPEZ	VP REGIONAL OPERATIONS	11.00	Key Emp	$283,477	$44,057	$327,534
DEBBY GONZALES	VP REGIONAL OPERATIONS	11.00	Key Emp	$301,613	$21,746	$323,359
MELISSA HONIG	EXECUTIVE DIRECTOR	40.00	Highest	$287,449	$14,129	$301,578
LAUREN QUEVEDO	DIRECTOR HR TECH & PAYROLL	40.00	Highest	$271,690	$31,497	$303,187
TIM JONES	VP IT SVC MANAGEMENT (UNTIL 8/23)	40.00	Highest	$258,957	$18,645	$277,602
BRADLEY BURGOYNE	EXECUTIVE DIRECTOR (UNTIL 9/23)	40.00	Highest	$274,164	$30,234	$304,398
DANIEL WITTMAN	EXECUTIVE DIRECTOR	40.00	Highest	$263,285	$36,470	$299,755

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	$214,568,617	$194,234,975	$723,000,970	$20,333,642
2022	$199,131,952	$189,017,651	$684,445,807	$10,114,301
2021	$194,536,667	$176,597,040	$678,945,998	$17,939,627
2020	$177,582,606	$165,813,753	$524,045,157	$11,768,853
2019	$179,074,156	$171,462,427	$515,729,709	$7,611,729
2018	$166,156,100	$165,189,557	$479,274,806	$966,543

HUMANGOOD NORCAL