ANA CALIFORNIA

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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

1995

Legal Domicile

Principal Officer

PHILLIP BAUTISTA BSN RN PHN

Phone

9163464590

Tax Period

2024-04-01 to 2025-03-31

ANA CALIFORNIA, founded in 1995, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024. The organization ran a surplus of $223K, a strong 21% operating margin.

Mission

THE MISSION OF THE AMERICAN NURSES ASSOCIATION/CALIFORNIA IS TO ENHANCE THE HEALTH AND WELL-BEING OF CALIFORNIANS AND ADVANCE THE PROFESSION OF NURSING.

Program Service Accomplishments

Program 1

EDUCATIONAL PROGRAMS

Program 2

GENERAL ASSEMBLY - ANNUAL MEETING AND CONFERENCE

Program 3

RN DAY AT THE CAPITOL - A DYNAMIC EDUCATIONAL CONFERENCE IN SACRAMENTO OPEN TO THE WORLD OF POLITICS AND LEGISLATION IN A FRIENDLY AND EASY TO UNDERSTAND VENUE. THE GOAL OF THIS CONFERENCE IS TO...

RN DAY AT THE CAPITOL - A DYNAMIC EDUCATIONAL CONFERENCE IN SACRAMENTO OPEN TO THE WORLD OF POLITICS AND LEGISLATION IN A FRIENDLY AND EASY TO UNDERSTAND VENUE. THE GOAL OF THIS CONFERENCE IS TO PROVIDE THE TOOLS NURSES NEED TO EFFECTIVELY PARTICIPATE IN THE LEGISLATIVE PROCESS AND SUPPORT THE NURSING AGENDA THOUGHOUT THE STATE OF CALIFORNIA.

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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 $1,001,275

Program Service Revenue $3,876

Investment Income $43,910

Other Revenue $25,339

TOTAL REVENUE $1,074,400

Expense Breakdown

Grants Paid $20,000

Salaries & Benefits $522,336

Fundraising Expenses $0

Other Expenses $309,421

TOTAL EXPENSES $851,757

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,074,400	N/A	N/A
Expenses	$851,757	N/A	N/A
Net Income	$222,643	$0	N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANITA GIRARD	PRESIDENT	4.00	Officer Director	$0	$0	$0
CHRISTINE TARVER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ALICE MARTANEGARA	SECRETARY	1.00	Officer Director	$0	$0	$0
KELLY BELL	TREASURER	1.00	Officer Director	$0	$0	$0
JOSE ALEJANDRO	TREASURER	1.00	Officer Director	$0	$0	$0
LAURA CHECHEL	LEGISLATIVE DIRECTOR	1.00	Director	$0	$0	$0
LIZ DIETZ	NURSING PRACTICE	1.00	Director	$0	$0	$0
ZACK HUDDLESTON	MEMBERSHIP	1.00	Director	$0	$0	$0
ROBYN NELSON	EDUCATION	1.00	Director	$0	$0	$0
MARKETA HOUSKOVA	EXECUTIVE DIRECTOR	40.00	Key Emp Highest	$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	$1,074,400	$851,757	$2,569,360	$222,643
2023	$993,901	$674,679	$2,031,949	$319,222
2022	$1,002,715	$641,505	$1,808,544	$361,210
2021	$982,951	$539,287	$1,516,976	$443,664
2020	$833,416	$571,888	$956,764	$261,528
2019	$818,638	$566,167	$737,407	$252,471