CALIFORNIA ISSUES FORUM (EIN 010595129) - 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

2002

Legal Domicile

Principal Officer

DANIEL WHITEHURST

Phone

9164445701

Tax Period

2023-01-01 to 2023-12-31

CALIFORNIA ISSUES FORUM, founded in 2002, is a community nonprofit in the Public & Societal Benefit sector that reported $1.1M in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year. Expenses of $1.0M left a modest 9% surplus.

Mission

PROMOTE SOCIAL WELFARE BY EDUCATING THE PUBLIC AND PROVIDING A FORUM TO DISCUSS TOPICAL ISSUES OF COMMUNITY INTEREST.

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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 $1,114,000

Program Service Revenue $0

Investment Income $700

Other Revenue $0

TOTAL REVENUE $1,114,700

Expense Breakdown

Grants Paid $20,999

Salaries & Benefits $16,250

Fundraising Expenses $123,500

Program Expenses $546,013

Other Expenses $855,941

TOTAL EXPENSES $1,016,690

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,114,700	$1,241,252	-0.1%
Expenses	$1,016,690	$851,433	+0.2%
Net Income	$98,010	$389,819	-0.7%

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

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

$16,250

Total Directors

$16,250

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL WHITEHURST	President	2.20	Officer Director	$10,000	$0	$10,000
TRACY SANDIN	Vice President	1.40	Officer Director	$3,750	$0	$3,750
JEF LOEB	SECRETARY/TREAS	1.40	Officer Director	$2,500	$0	$2,500

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	$1,114,700	$1,016,690	$975,885	$98,010
2022	$1,241,252	$851,433	$877,875	$389,819
2021	$896,542	$1,055,025	$492,776	$-158,483
2020	$797,244	$916,749	$650,639	$-119,505
2019	$993,418	$1,266,976	$770,989	$-273,558
2018	$610,102	$702,992	$1,039,602	$-92,890

CALIFORNIA ISSUES FORUM