CALIFORNIA ACADEMY OF FAMILY PHYSICIANS FOUNDATION (EIN 942938597) - 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

1984

Legal Domicile

Principal Officer

LISA FOLBERG

Phone

4153458667

Tax Period

2024-01-01 to 2024-12-31

CALIFORNIA ACADEMY OF FAMILY PHYSICIANS FOUNDATION, founded in 1984, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2024. Revenue fell 37% from the prior year — a significant decline worth monitoring.

Mission

TO RECRUIT DIVERSE PHILANTHROPIC RESOURCES TO SUPPORT THE GOALS AND PROJECTS OF THE CALIFORNIA ACADEMY OF FAMILY PHYSICIANS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,460,899

Program Service Revenue $103,365

Investment Income $147,910

Other Revenue $2,591

TOTAL REVENUE $1,714,765

Expense Breakdown

Grants Paid $1,355,498

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,726,191

Other Expenses $476,667

TOTAL EXPENSES $1,832,165

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,714,765	$2,733,594	-0.4%
Expenses	$1,832,165	$2,351,915	-0.2%
Net Income	$-117,400	$381,679	-1.3%

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

N/A

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

$471,802

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RON LABUGUEN	PRESIDENT	2.00	Officer Director	$0	$0	$0
IRINA DE FISCHER	SECRETARY-TREASURER	2.00	Officer Director	$0	$0	$0
ANNA ASKARI	DIRECTOR	2.00	Director	$0	$0	$0
MATTHEW VARALLO	DIRECTOR	2.00	Director	$0	$0	$0
LALITA ABHYANKAR	DIRECTOR	2.00	Director	$0	$0	$0
SOOMIN JUNG	DIRECTOR	2.00	Director	$0	$0	$0
AMANDA HELLE	DIRECTOR	2.00	Director	$0	$0	$0
PARASTOU FARHADIAN	DIRECTOR	2.00	Director	$0	$0	$0
SCOTT KESSENICK	DIRECTOR	2.00	Director	$0	$0	$0
THOMAS BENT	DIRECTOR	2.00	Director	$0	$0	$0
VAN NGUYEN	DIRECTOR	2.00	Director	$0	$0	$0
PAMELA MANN	EXECUTIVE DIRECTOR	40.00	Officer	$0	$13,994	$120,568
LISA FOLBERG	CEO	2.00	Officer	$0	$55,324	$351,234

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	$1,714,765	$1,832,165	$3,136,390	$-117,400
2023	$2,733,594	$2,351,915	$3,196,899	$381,679
2022	$485,594	$862,541	$2,601,834	$-376,947
2021	$2,109,864	$1,821,069	$3,040,593	$288,795
2020	$1,555,060	$1,752,616	$3,000,064	$-197,556
2019	$1,257,239	$1,415,202	$3,940,969	$-157,963
2018	$480,109	$890,549	$3,330,138	$-410,440

CALIFORNIA ACADEMY OF FAMILY PHYSICIANS FOUNDATION