CARDEA SERVICES

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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

1977

Legal Domicile

Principal Officer

WENDY NAKATSUKASA-ONO

Phone

2064479538

Tax Period

2023-10-01 to 2024-09-30

CARDEA SERVICES, founded in 1977, is a community nonprofit in the Health Care sector that reported $8.2M in total revenue in fiscal year 2023. Revenue decreased 5% compared to the prior year.

Mission

CARDEA ADDRESSES COMPLEX PROGRAM, POLICY, AND SYSTEMS ISSUES BY CO-CREATING SOLUTIONS THAT CENTER COMMUNITY STRENGTHS AND WISDOM.

Program Service Accomplishments

Program 1

Expenses: $6,684,296 Revenue: $0

OUR PROGRAM ADDRESSES COMPLEX PROGRAM, POLICY, AND SYSTEMS ISSUES, RELATED TO EARLY CHILDHOOD HEALTH AND SEXUAL HEALTH SERVICES, THROUGH SOCIAL IMPACT EVALUATION, POLICY ADVANCEMENT, CAPACITY...

OUR PROGRAM ADDRESSES COMPLEX PROGRAM, POLICY, AND SYSTEMS ISSUES, RELATED TO EARLY CHILDHOOD HEALTH AND SEXUAL HEALTH SERVICES, THROUGH SOCIAL IMPACT EVALUATION, POLICY ADVANCEMENT, CAPACITY DEVELOPMENT AND PROFESSIONAL LEARNING.

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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 $7,970,697

Program Service Revenue $0

Investment Income $279,069

Other Revenue $83

TOTAL REVENUE $8,249,849

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,940,801

Fundraising Expenses $0

Program Expenses $6,684,296

Other Expenses $3,225,565

TOTAL EXPENSES $8,166,366

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,249,849	$8,705,725	-0.1%
Expenses	$8,166,366	$7,761,940	+0.1%
Net Income	$83,483	$943,785	-0.9%

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

$704,598

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WENDY NAKATSUKASA-ONO	PRESIDENT/CEO	60.00	Officer	$190,193	$17,042	$207,235
MELANIE OGLETON	CHIEF STRATEGY OFFICER	60.00	Officer	$159,133	$9,020	$168,153
VANESSA SARRIA	CHIEF PROGRAM OFFICER	60.00	Officer	$150,589	$13,561	$164,150
ANTHONY PETERSON	CHIEF FINANCIAL OFFICER	60.00	Officer	$151,383	$13,677	$165,060
AMANDA WINTERS	CHIEF IMPACT OFFICER	60.00	Highest	$121,341	$4,589	$125,930
RYAN SHARNBROICH	DIRECTOR OF PROFESSIONAL LEARNING AND SEXUALITY ED	60.00	Highest	$120,287	$3,693	$123,980
OTIS LEE	DIRECTOR OF LEARNING DESIGN AND EXPERIENCE	60.00	Highest	$102,198	$14,799	$116,997
JANET ZOLA	CHAIR	1.00	Officer Director	$0	$0	$0
ILIANA GILMAN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MARCUS STANLEY	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
JESSICA CANCE	MEMBER	1.00	Director	$0	$0	$0
DAVID FETTERMAN	MEMBER	1.00	Director	$0	$0	$0
ANDREW LEVACK	MEMBER	1.00	Director	$0	$0	$0
RICHARD LYNCH	MEMBER	1.00	Director	$0	$0	$0
SHARON MCALLISTER	MEMBER	1.00	Director	$0	$0	$0
CLAUDIA MORRIS	MEMBER	1.00	Director	$0	$0	$0
CRYSTAL TETRICK	MEMBER	1.00	Director	$0	$0	$0
TIFFANY WEST	MEMBER	1.00	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
2025	No data	No data	No data	No data
2024	$8,249,849	$8,166,366	$6,447,454	$83,483
2023	$8,705,725	$7,761,940	$6,794,822	$943,785
2021	$8,115,813	$6,990,822	$4,317,520	$1,124,991
2020	$6,645,623	$6,051,389	$4,035,004	$594,234
2019	$6,303,231	$5,907,552	$2,723,280	$395,679