CALIFORNIA FORWARD ACTION FUND (EIN 260566442) - 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

2007

Legal Domicile

Principal Officer

ISMAEL HERRERA

Phone

9164910022

Tax Period

2022-07-01 to 2023-06-30

CALIFORNIA FORWARD ACTION FUND, founded in 2007, is a small nonprofit in the Civil Rights & Advocacy sector that reported $410K in total revenue in fiscal year 2022. Revenue surged 78% from the prior year, signaling strong growth momentum. Expenses of $382K left a modest 7% surplus.

Mission

TO PURSUE REFORMS OF CALIFORNIA'S POLITICAL SYSTEM THROUGH LEGISLATION AND INITIATIVES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $410,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $410,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $849

Program Expenses $303,782

Other Expenses $381,542

TOTAL EXPENSES $381,542

Year-over-Year Comparison

	2022	2021	Change
Revenue	$410,000	$230,000	+0.8%
Expenses	$381,542	$179,860	+1.1%
Net Income	$28,458	$50,140	-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

N/A

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

$756,715

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL GRANILLO	BOARD CHAIR	3.00	Officer Director	$0	$0	$0
JENNIFER HERNANDEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVE REGAN	BOARD MEMBER	1.00	Director	$0	$0	$0
BILL SHIREMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL WIAFE	BOARD MEMBER	1.00	Director	$0	$0	$0
ROGER DICKENSON	BOARD MEMBER	1.00	Director	$0	$0	$0
MICAH WEINBERG	PRESIDENT & CEO (TERM 6/14/23)	3.00	Officer	$0	$30,482	$333,696
ISMAEL HERRERA	PRESIDENT & CEO (ELECTED 6/14/23)	3.00	Officer	$0	$23,438	$166,120
SUSAN LOVENBURG	SECRETARY/TREASURER (TERM 6/26)	3.00	Officer	$0	$20,611	$119,632
LAUREN JEGLINSKI	SECRETARY (ELECTED 6/26)	3.00	Officer	$0	$13,858	$92,550
DAVID NELSON	EXECUTIVE DIRECTOR	40.00	Officer	$0	$8,824	$44,717

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
2023	$410,000	$381,542	$128,238	$28,458
2022	$230,000	$179,860	$67,113	$50,140

CALIFORNIA FORWARD ACTION FUND