EFFECTIVE PLANNING & INNOVATIVE COMMUNICATION INC (EIN 990333370) - 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

1998

Legal Domicile

Principal Officer

DELIA ULIMA

Phone

8088387752

Tax Period

2024-07-01 to 2025-06-30

EFFECTIVE PLANNING & INNOVATIVE COMMUNICATION INC, founded in 1998, is a community nonprofit in the Human Services sector that reported $7.6M in total revenue in fiscal year 2024.

Mission

THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO COORDINATE AND FACILITATE FAMILY AND YOUTH CONFERENCES. IN ADDITION, SINCE 2007, THE ORGANIZATION PROVIDES FAMILY FINDING AND FAMILY CONNECTION SERVICES. EPIC SERVICES FAMILIES, CHILDREN, AND YOUTH IN THE FOSTER CARE SYSTEM.

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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 $7,268,062

Program Service Revenue $0

Investment Income $60,947

Other Revenue $310,566

TOTAL REVENUE $7,639,575

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,184,443

Fundraising Expenses $22,430

Program Expenses $7,444,298

Other Expenses $1,705,075

TOTAL EXPENSES $7,889,518

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,639,575	$7,638,607	+0.0%
Expenses	$7,889,518	$7,519,742	+0.0%
Net Income	$-249,943	$118,865	-3.1%

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

Employees

112

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

$117,144

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DELIA ULIMA	Executive Dir.	40.00	Officer	$117,144	$0	$117,144
KE'OPU REELITZ	Director	1.00	Director	$0	$0	$0
KAREN WORTHINGTON	Chair	1.00	Officer Director	$0	$0	$0
PATRICK KSL YIM	VICE CHAIR	1.00	Officer Director	$0	$0	$0
LISA JACOBS	Secretary	1.00	Officer Director	$0	$0	$0
TAYNE SEKIMURA	Treasurer	1.00	Officer Director	$0	$0	$0
CLEO BROWN	Director	1.00	Director	$0	$0	$0
WIMMIE WONG LUI	Director	1.00	Director	$0	$0	$0
RYKER WADA	Director	1.00	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	$7,639,575	$7,889,518	$4,458,402	$-249,943
2024	$7,638,607	$7,519,742	$4,967,048	$118,865
2023	$6,442,193	$6,579,382	$5,035,129	$-137,189
2022	$6,473,487	$6,403,960	$3,811,959	$69,527
2021	$7,727,927	$5,772,744	$4,470,305	$1,955,183
2020	$5,541,805	$5,896,849	$2,539,262	$-355,044
2019	$5,283,688	$5,784,229	$2,092,816	$-500,541
2018	$5,037,582	$5,626,148	$2,598,007	$-588,566

EFFECTIVE PLANNING & INNOVATIVE COMMUNICATION INC