EASTER SEALS SOUTHERN CALIFORNIA INC (EIN 943068149) - 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

1988

Legal Domicile

Principal Officer

SUSAN BERGLUND

Phone

7148341111

Tax Period

2024-01-01 to 2024-12-31

EASTER SEALS SOUTHERN CALIFORNIA INC, founded in 1988, is a major nonprofit that reported $535.5M in total revenue in fiscal year 2024. Revenue surged 20% from the prior year, signaling strong growth momentum.

Mission

EASTER SEALS SOUTHERN CALIFORNIA PROVIDES SERVICES THAT EMPOWER INDIVIDUALS (CONTINUED ON SCHEDULE O) WITH DISABILITIES AND SPECIAL NEEDS AT ALL STAGES OF LIFE THROUGH AUTISM THERAPY, INDEPENDENT LIVING AND SOCIAL SKILLS SUPPORT, EARLY CHILDHOOD EDUCATION AND EMPLOYMENT SERVICES. WE HELP PEOPLE LIVE FULL AND PRODUCTIVE LIVES.

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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 $27,583,680

Program Service Revenue $505,139,504

Investment Income $3,002,662

Other Revenue $-255,859

TOTAL REVENUE $535,469,987

Expense Breakdown

Grants Paid $0

Salaries & Benefits $195,500,110

Fundraising Expenses $1,097,596

Program Expenses $452,424,981

Other Expenses $324,191,630

TOTAL EXPENSES $519,760,540

Year-over-Year Comparison

	2024	2023	Change
Revenue	$535,469,987	$445,049,396	+0.2%
Expenses	$519,760,540	$423,422,668	+0.2%
Net Income	$15,709,447	$21,626,728	-0.3%

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

3712

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

$2,014,417

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK BERTRAND	CHAIRPERSON	5.00	Officer Director	$0	$0	$0
MARILYN LINDHEIM	FIRST VICE CHAIR	5.00	Officer Director	$0	$0	$0
MARIA SERRARO	SECOND VICE CHAIR	5.00	Officer Director	$0	$0	$0
HANS GETTY	TREASURER	5.00	Officer Director	$0	$0	$0
MIKE MURTAUGH	SECRETARY	5.00	Officer Director	$0	$0	$0
DOUG CHANG	MEMBER	5.00	Director	$0	$0	$0
JEROME CORE	MEMBER	5.00	Director	$0	$0	$0
LYNELL DAVIS	MEMBER	5.00	Director	$0	$0	$0
ANDRE FILIP	MEMBER	5.00	Director	$0	$0	$0
MELISSA HOFFMAN	MEMBER	5.00	Director	$0	$0	$0
PAUL KOTT	MEMBER	5.00	Director	$0	$0	$0
NIC NOVICKI	MEMBER (THRU 01/24)	5.00	Director	$0	$0	$0
BECKY PORTER	MEMBER	5.00	Director	$0	$0	$0
TOM PORTER	MEMBER	5.00	Director	$0	$0	$0
ARTHUR SOUTHAM	MEMBER	5.00	Director	$0	$0	$0
CLAUDIA VILLAMIZAR	MEMBER (THRU 01/24)	5.00	Director	$0	$0	$0
MARK WHITLEY	CEO	38.00	Officer	$789,081	$51,374	$840,455
BEVERLYN MENDEZ	COO	38.00	Officer	$550,530	$66,527	$617,057
SUSAN BERGLUND	CFO	38.00	Officer	$504,409	$52,496	$556,905
PAULA POMPA CRAVEN	CCO	38.00	Highest	$488,183	$61,499	$549,682
DEBORAH NIX	CPO	38.00	Highest	$379,885	$53,743	$433,628
NANCY WEINTRAUB	CAO	38.00	Highest	$411,923	$57,260	$469,183
ZAN CALHOUN	CIO	38.00	Highest	$361,713	$63,314	$425,027
RICK GUTIERREZ	VP CLINIC. STRAT. & OPS., AUTISM SERVICES	38.00	Highest	$352,527	$33,858	$386,385

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	$535,469,987	$519,760,540	$220,378,938	$15,709,447
2023	$445,049,396	$423,422,668	$192,694,024	$21,626,728
2022	$358,166,998	$350,769,116	$163,143,137	$7,397,882
2021	$310,379,951	$299,980,402	$140,519,483	$10,399,549
2020	$271,473,802	$277,687,309	$126,572,253	$-6,213,507
2019	$295,618,418	$291,250,290	$133,199,313	$4,368,128
2018	$269,854,929	$249,146,230	$124,501,440	$20,708,699

EASTER SEALS SOUTHERN CALIFORNIA INC