CALIFORNIA ACADEMY OF NUTRITION AND DIET FOUNDATION (EIN 946126086) - 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

1990

Legal Domicile

Principal Officer

ANDREA CASILLAS

Phone

7146326800

Tax Period

2024-06-01 to 2025-05-31

CALIFORNIA ACADEMY OF NUTRITION AND DIET FOUNDATION, founded in 1990, is a micro nonprofit in the Food, Agriculture & Nutrition sector that reported $49K in total revenue in fiscal year 2024. Revenue surged 42% from the prior year, signaling strong growth momentum. Net assets of $833K represent 205 months of operating reserves.

Mission

THE FOUNDATION PROMOTES OPTIMAL HEALTH AND NUTRITIONAL STATUS OF THE PUBLIC BY SUPPORTING COMMUNITY

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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 $8,153

Program Service Revenue $0

Investment Income $40,697

Other Revenue $0

TOTAL REVENUE $48,850

Expense Breakdown

Grants Paid $32,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $32,000

Other Expenses $16,166

TOTAL EXPENSES $48,166

Year-over-Year Comparison

	2024	2023	Change
Revenue	$48,850	$34,444	+0.4%
Expenses	$48,166	$39,717	+0.2%
Net Income	$684	$-5,273	-1.1%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lisa Herzig	President	20.00	Officer Director	$0	$0	$0
BETH CORDOVA	Treasurer	2.00	Officer Director	$0	$0	$0
KELLENE ISOM	Dir. of Scholar	2.00	Director	$0	$0	$0
Simon Sum	Dir. at Large	2.00	Director	$0	$0	$0
WENDY BAZILIAN	Dir. at Large	2.00	Director	$0	$0	$0
ERIKA IRELAND	Secretary	0.50	Officer Director	$0	$0	$0
ANDREA CASILLAS	Executive Dir.	0.50	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	$48,850	$48,166	$835,807	$684
2024	$34,444	$39,717	$812,847	$-5,273
2023	$63,659	$25,744	$755,225	$37,915
2022	$76,692	$22,526	$768,309	$54,166
2021	$73,445	$33,834	$856,070	$39,611
2020	$72,016	$32,545	$744,122	$39,471
2019	$61,574	$51,367	$729,299	$10,207
2018	$51,835	$59,421	$753,199	$-7,586

CALIFORNIA ACADEMY OF NUTRITION AND DIET FOUNDATION