California School-Based Health Alliance (EIN 943201896) - 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

2007

Legal Domicile

Principal Officer

Sergio J Morales

Phone

5102681260

Tax Period

2024-07-01 to 2025-06-30

California School-Based Health Alliance, founded in 2007, is a community nonprofit in the Health Care sector that reported $2.7M in total revenue in fiscal year 2024. Revenue surged 57% from the prior year, signaling strong growth momentum. Expenses of $2.3M left a modest 14% surplus.

Mission

Our work focuses on improving the health and academic success of children and youth by advancing health services in schools.

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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 $2,318,391

Program Service Revenue $296,496

Investment Income $54,409

Other Revenue $0

TOTAL REVENUE $2,669,296

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,317,836

Fundraising Expenses $141,182

Program Expenses $1,746,919

Other Expenses $972,372

TOTAL EXPENSES $2,290,208

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,669,296	$1,705,218	+0.6%
Expenses	$2,290,208	$2,328,566	0.0%
Net Income	$379,088	$-623,348	-1.6%

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

$379,124

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sergio Morales	Executive Dir.	40.00	Officer	$176,963	$23,046	$200,009
Maria Salzano	Dir. of Finance	40.00	Officer	$150,937	$28,178	$179,115
Amy Ranger	Deputy Director	32.00		$141,490	$20,756	$162,246
Marcel Reynolds	Dir. of Strategic	40.00		$123,886	$19,882	$143,768
Jessica Saint-Paul	President	1.00	Officer Director	$0	$0	$0
Dareen Khatib	VP & Secretary	1.00	Officer Director	$0	$0	$0
Deanna Niebuhr	Treasurer	1.00	Officer Director	$0	$0	$0
Maryjane Puffer	Board Member	1.00	Director	$0	$0	$0
Felipe Mercado	Board Member	1.00	Director	$0	$0	$0
Michael Lombardo	Board Member	1.00	Director	$0	$0	$0
Carmen Vega	Board Member	1.00	Director	$0	$0	$0
Jazzmin Hicks-Bonam	Board Member	1.00	Director	$0	$0	$0
Mario Alfaro	Board Member	1.00	Director	$0	$0	$0
Stephanie Ocampo	Board Member	1.00	Director	$0	$0	$0
Sharla E Smith	Board 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	$2,669,296	$2,290,208	$2,349,307	$379,088
2024	$1,705,218	$2,328,566	$1,914,177	$-623,348
2023	$1,906,343	$1,656,677	$2,427,009	$249,666
2022	$2,426,864	$1,499,416	$2,178,091	$927,448
2021	$1,432,380	$1,867,873	$1,325,268	$-435,493
2020	$1,792,483	$2,274,487	$1,731,259	$-482,004
2019	$982,702	$2,077,842	$2,174,770	$-1,095,140
2018	$3,638,259	$2,178,322	$3,230,241	$1,459,937

California School-Based Health Alliance