CANCER FOUNDATION OF SANTA BARBARA (EIN 952158727) - 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

1949

Legal Domicile

Principal Officer

LORI WILLIS

Phone

8058982187

Tax Period

2023-01-01 to 2023-12-31

CANCER FOUNDATION OF SANTA BARBARA, founded in 1949, is a mid-sized nonprofit in the Diseases & Disorders sector that reported $17.3M in total revenue in fiscal year 2023. Revenue fell 24% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $9.8M, a strong 57% operating margin.

Mission

TO BE A NON-PROFIT FUNDRAISING AND GRANT MAKING ORGANIZATION DEDICATED TO CANCER CARE IN SANTA BARBARA COUNTY.THE ORGANIZATION IS FOCUSED ON FUNDRAISING AND PROVIDING GRANTS TO THE RIDLEY-TREE CANCER CENTER AT SANSUM CLINIC.

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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 $4,904,666

Program Service Revenue $1,409

Investment Income $11,183,598

Other Revenue $1,188,793

TOTAL REVENUE $17,278,466

Expense Breakdown

Grants Paid $3,700,404

Salaries & Benefits $598,038

Fundraising Expenses $526,263

Program Expenses $6,139,888

Other Expenses $3,182,594

TOTAL EXPENSES $7,481,036

Year-over-Year Comparison

	2023	2022	Change
Revenue	$17,278,466	$22,692,266	-0.2%
Expenses	$7,481,036	$6,434,903	+0.2%
Net Income	$9,797,430	$16,257,363	-0.4%

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

$258,483

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTEN BLABEY	VICE CHAIRMAN	2.00	Officer Director	$0	$0	$0
PATTY MACFARLANE	TRUSTEE	2.00	Director	$0	$0	$0
LARRY DAM	TRUSTEE	2.00	Director	$0	$0	$0
WILLIAM MEEKER	TRUSTEE	2.00	Director	$0	$0	$0
RICHARD NAGLER	TRUSTEE	2.00	Director	$0	$0	$0
CAROLA NICHOLSON	TREASURER	2.00	Officer Director	$0	$0	$0
CHARLES PETERSEN	TRUSTEE	2.00	Director	$0	$0	$0
GEORGE THARAKAN	TRUSTEE	2.00	Director	$0	$0	$0
KATINA ZANINOVICH	SECRETARY	2.00	Officer Director	$0	$0	$0
W CHARLES CONWAY MD	TRUSTEE	2.00	Director	$0	$0	$0
DENISE MONTELL PHD	TRUSTEE	2.00	Director	$0	$0	$0
STEVE MCHUGH	CHAIRMAN	2.00	Officer Director	$0	$0	$0
RICHARD NORDLUND	TRUSTEE	2.00	Director	$0	$0	$0
RICK WEBER	TRUSTEE	2.00	Director	$0	$0	$0
RAYE HASKELL-MELVILLE	TRUSTEE	2.00	Director	$0	$0	$0
LORI WILLIS	EXECUTIVE DIRECTOR	40.00	Officer	$226,244	$32,239	$258,483
STEPHANIE CARLYLE	DIRECTOR OF PHILANTHROPY	40.00	Highest	$156,316	$49,702	$206,018

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	No data	No data	No data	No data
2023	$17,278,466	$7,481,036	$150,978,145	$9,797,430
2022	$22,692,266	$6,434,903	$143,127,992	$16,257,363
2021	$7,300,138	$5,718,078	$140,282,828	$1,582,060
2020	$5,862,483	$6,020,985	$134,321,184	$-158,502
2019	$8,223,690	$6,864,017	$129,076,560	$1,359,673
2018	$7,052,476	$6,676,962	$119,105,644	$375,514

CANCER FOUNDATION OF SANTA BARBARA