KAISER PERMANENTE NURSE ANESTHETISTS ASSN OF SOUTHERN CALIFORNIA (EIN 953615204) - 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

1979

Legal Domicile

Principal Officer

WILL ENGEL

Phone

7145324034

Tax Period

2023-07-01 to 2024-06-30

KAISER PERMANENTE NURSE ANESTHETISTS ASSN OF SOUTHERN CALIFORNIA, founded in 1979, is a small nonprofit that reported $886K in total revenue in fiscal year 2023. Expenses of $797K left a modest 10% surplus.

Mission

TO ORGANIZE ALL WORKERS AND TO SECURE IMPROVED WAGES, HOURS, WORKING CONDITIONS AND OTHER ECONOMIC ADVANTAGES THROUGH ORGANIZATION, NEGOTIATIONS, AND COLLECTIVE BARGAINING.

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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 $0

Program Service Revenue $849,948

Investment Income $35,712

Other Revenue $0

TOTAL REVENUE $885,660

Expense Breakdown

Grants Paid $0

Salaries & Benefits $372,676

Fundraising Expenses $0

Other Expenses $387,445

TOTAL EXPENSES $797,028

Year-over-Year Comparison

	2023	2022	Change
Revenue	$885,660	$853,320	+0.0%
Expenses	$797,028	$796,073	+0.0%
Net Income	$88,632	$57,247	+0.5%

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

Volunteers

N/A

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

$64,406

Total Directors

Key Employees

$294,655

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS BACHTLER	PRESIDENT	2.00	Officer	$15,785	$0	$15,785
BECKY ASHLOCK	PAST PRESIDENT	2.00	Officer	$17,566	$0	$17,566
AUDRA KENNEDY	SECRETARY	2.00	Officer	$15,191	$0	$15,191
WILL ENGEL	TREASURER	2.00	Officer	$12,541	$0	$12,541
MELISSA TRELATSKY	PRESIDENT-ELECT	16.00	Officer	$3,323	$0	$3,323
KATHLEEN THEOBALD	EXECUTIVE DIR.	40.00	Key Emp	$225,562	$69,093	$294,655

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	$885,660	$797,028	$2,381,606	$88,632
2023	$853,320	$796,073	$2,292,974	$57,247
2022	$863,152	$751,804	$2,235,727	$111,348
2021	$804,247	$626,013	$2,124,533	$178,234
2020	$777,483	$636,701	$1,946,299	$140,782
2019	$788,190	$666,402	$1,805,552	$121,788

KAISER PERMANENTE NURSE ANESTHETISTS ASSN OF SOUTHERN CALIFORNIA