UNITED CEREBRAL PALSY ASSOC OF OC (EIN 951856340) - 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

1950

Legal Domicile

Principal Officer

RAMIN BASCHSHI

Phone

9493336400

Tax Period

2023-07-01 to 2024-06-30

UNITED CEREBRAL PALSY ASSOC OF OC, founded in 1950, is a community nonprofit in the Diseases & Disorders sector that reported $8.1M in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. Expenses of $9.3M exceeded revenue, resulting in a 15% operating deficit.

Mission

THE MISSION OF UNLIMITED POSSIBILITIES IS TO CREATE A LIMITLESS FUTURE FOR CHILDREN AND FAMILIES WITH DISABILITIES.

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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 $1,010,587

Program Service Revenue $6,997,907

Investment Income $4,490

Other Revenue $48,784

TOTAL REVENUE $8,061,768

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,134,975

Fundraising Expenses $751,850

Program Expenses $7,226,916

Other Expenses $2,139,873

TOTAL EXPENSES $9,274,848

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,061,768	$8,713,198	-0.1%
Expenses	$9,274,848	$8,462,486	+0.1%
Net Income	$-1,213,080	$250,712	-5.8%

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

398

Volunteers

471

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

$682,815

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRAD BARLOW	CHAIR	1.00	Officer Director	$0	$0	$0
GOODARZ AGAHI	SECRETARY	1.00	Officer Director	$0	$0	$0
SEAN BARRETTE	DIRECTOR	1.00	Officer Director	$0	$0	$0
CESAR VILLAVECES	TREASURER	1.00	Officer Director	$0	$0	$0
JEANNETTE WISTNER	DIRECTOR	1.00	Director	$0	$0	$0
KOLIN OZONIAN	DIRECTOR	0.50	Director	$0	$0	$0
ANTHONY LEE	AUDIT CHAIR	0.50	Officer Director	$0	$0	$0
ALEX MADONNA	DIRECTOR	0.50	Director	$0	$0	$0
TYLER MOUNCE	DIRECTOR	0.50	Director	$0	$0	$0
STACY HUBBARD	DIRECTOR	0.50	Director	$0	$0	$0
KARL SHIN	DIRECTOR	0.50	Director	$0	$0	$0
JANA VONDRAN	VICE CHAIR	0.50	Director	$0	$0	$0
JEREMY ZOCH	DIRECTOR	0.50	Director	$0	$0	$0
EDWARD MORA	DIRECTOR	0.50	Director	$0	$0	$0
MATT RENAULT	DIRECTOR	0.50	Director	$0	$0	$0
COLBY ANNETT	DIRECTOR	0.50	Director	$0	$0	$0
RAMIN BASCHSHI MD	PRESIDENT AND CEO	50.00	Officer	$280,000	$44,800	$324,800
CHRISTINA GARKOVICH	CHIEF ADVANCEMENT OFFICER	50.00	Officer	$190,000	$15,884	$205,884
MELINDA WILKES	VP COMMUNITY BASED SERVICES	50.00	Officer	$135,000	$17,131	$152,131
MARINA BULKIN	DIRECTOR, CLINICAL SERVICES	50.00	Highest	$154,500	$12,208	$166,708

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	No data	No data	No data	No data
2024	$8,061,768	$9,274,848	$8,229,681	$-1,213,080
2023	$8,713,198	$8,462,486	$8,790,439	$250,712
2022	$6,383,637	$7,642,958	$8,705,434	$-1,259,321
2021	$7,915,969	$7,197,330	$9,135,273	$718,639
2020	$6,277,446	$6,621,828	$2,765,121	$-344,382
2019	$6,308,973	$6,330,090	$1,738,312	$-21,117
2018	$6,026,911	$5,904,995	$1,799,482	$121,916

UNITED CEREBRAL PALSY ASSOC OF OC