CALIFORNIA CHAPTER AMERICAN PLANNI… - Form 990 Financial Data

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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

1978

Legal Domicile

Principal Officer

ANDREA OUSE

Phone

9167362434

Tax Period

2023-01-01 to 2023-12-31

CALIFORNIA CHAPTER AMERICAN PLANNING ASSOCIATION, founded in 1978, is a community nonprofit in the Social Science sector that reported $1.6M in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year.

Mission

THE MISSION OF THE ORGANIZATION IS TO ADVANCE THE ART AND SCIENCE OF PLANNING AND ENCOURAGE THE EXCHANGE OF INFORMATION AND EXPERIENCE AMONG PLANNING PROFESSIONALS.

Program Service Accomplishments

Program 1

THE PURPOSE IS TO ADVANCE THE ART AND SCIENCE OF PLANNING AND ENCOURAGE THE EXCHANGE OF INFORMATION AND EXPERIENCE AMONG PLANNING PROFESSIONALS.

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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 $0

Program Service Revenue $1,617,750

Investment Income $9,606

Other Revenue $3,700

TOTAL REVENUE $1,631,056

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,726,329

TOTAL EXPENSES $1,726,329

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,631,056	$1,810,560	-0.1%
Expenses	$1,726,329	$1,783,293	0.0%
Net Income	$-95,273	$27,267	-4.5%

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

N/A

Volunteers

425

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREA OUSE	PRESIDENT	20.00	Officer Director	$0	$0	$0
LISA LIND	VP FOR ADMINISTRATION	5.00	Officer Director	$0	$0	$0
BROOKE PETERSON	VP FOR CONFERENCES	5.00	Officer Director	$0	$0	$0
ALLISON JOE	VP FOR DIVERSITY & EQUITY	5.00	Officer Director	$0	$0	$0
JUAN BORRELLI	VP FOR MARKETING & MEMBERS	5.00	Officer Director	$0	$0	$0
ERIK DE KOK	VP FOR POLICY & LEGISLATIO	5.00	Officer Director	$0	$0	$0
CAREY FERNANDES	VP FOR PROFESSIONAL DEVELO	5.00	Officer Director	$0	$0	$0
LAURA BLACK	VP FOR PUBLIC INFORMATION	5.00	Officer Director	$0	$0	$0
ASHLEY ATKINSON	PAST PRESIDENT	5.00	Director	$0	$0	$0
HING WONG	DIRECTOR	2.00	Director	$0	$0	$0
FERN NUENO	DIRECTOR / SECTION DIRECTOR	2.00	Director	$0	$0	$0
DIEGO VELASCO	DIRECTOR / SECTION DIRECTOR	2.00	Director	$0	$0	$0
JONNIE LAN	SECTION DIRECTOR	2.00	Director	$0	$0	$0
RACHEL C RAYNOR	SECTION DIRECTOR	2.00	Director	$0	$0	$0
EMILY BAKER	SECTION DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL CASS	SECTION DIRECTOR	2.00	Director	$0	$0	$0
STEPHANIE ROXAS TOMAINO	SECTION DIRECTOR	2.00	Director	$0	$0	$0
KACEY LIZON	SECTION DIRECTOR	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	$1,631,056	$1,726,329	$1,696,598	$-95,273
2022	$1,810,560	$1,783,293	$1,769,772	$27,267
2021	$823,531	$922,285	$1,853,726	$-98,754
2020	$1,236,586	$1,155,209	$1,909,873	$81,377
2019	$2,007,195	$1,820,921	$1,816,766	$186,274
2018	$1,943,415	$1,741,460	$1,583,890	$201,955

CALIFORNIA CHAPTER AMERICAN PLANNING ASSOCIATION