CALIFORNIA FORWARD (EIN 260566540) - 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

KATE GORDON

Phone

9164910022

Tax Period

2023-07-01 to 2024-06-30

CALIFORNIA FORWARD, founded in 2007, is a community nonprofit in the Public & Societal Benefit sector that reported $2.1M in total revenue in fiscal year 2023. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $3.3M exceeded revenue, resulting in a 62% operating deficit.

Mission

CALIFORNIA FORWARD (CA FWD) BRINGS PEOPLE TOGETHER ACROSS REGIONS TO IMPROVE GOVERNMENT AND CREATE RESILIENT GROWTH STATEWIDE.

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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 $1,444,638

Program Service Revenue $603,618

Investment Income $2,212

Other Revenue $0

TOTAL REVENUE $2,050,468

Expense Breakdown

Grants Paid $682

Salaries & Benefits $1,757,955

Fundraising Expenses $192,321

Program Expenses $2,482,774

Other Expenses $1,563,145

TOTAL EXPENSES $3,321,782

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,050,468	$2,661,042	-0.2%
Expenses	$3,321,782	$4,762,678	-0.3%
Net Income	$-1,271,314	$-2,101,636	-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

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

$930,386

Total Directors

$484,047

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CATHERINE BAKER	CO-CHAIR	1.00	Officer Director	$0	$0	$0
GUSTAVO HERRERA	CO-CHAIR	1.00	Officer Director	$0	$0	$0
JEFFREY WALLACE	BOARD MEMBER - VICE CHAIR	1.00	Officer Director	$0	$0	$0
JORDAN CUNNINGHAM	BOARD MEMBER - VICE CHAIR	1.00	Officer Director	$0	$0	$0
CAROLINE WHISTLER	BOARD MEMBER - TREASURER	1.00	Officer Director	$0	$0	$0
PATRICK JONES	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN CHIANG	BOARD MEMBER	1.00	Director	$0	$0	$0
LENNY MENDONCA	BOARD MEMBER	1.00	Director	$0	$0	$0
ASHLEY SWEARENGIN	BOARD MEMBER	1.00	Director	$0	$0	$0
CHET HEWITT	BOARD MEMBER	1.00	Director	$0	$0	$0
EJ MILKEN	BOARD MEMBER	1.00	Director	$0	$0	$0
CONNIE PEREZ-ANDREESEN	BOARD MEMBER	1.00	Director	$0	$0	$0
NICK ORTIZ	CSN BOARD MEMBER - NON-VOTING	1.00	Director	$0	$0	$0
MICHELLE DECKER	CSN BOARD MEMBER - NON-VOTING	1.00	Director	$0	$0	$0
KATE GORDON AS OF 52024	PRESIDENT & CEO - NON-VOTING	40.00	Officer Director	$0	$0	$0
MICAH WEINBERG THRU 6142023	PRESIDENT & CEO - NON-VOTING	40.00	Officer Director	$252,128	$17,758	$269,886
ISMAEL HERRERA THRU 51924	INTERIM CEO EXECUTIVE DIRECTOR - NON-VOTING	40.00	Officer Director	$189,064	$25,097	$214,161
LAVERA ALEXANDER	CHIEF STRATEGY OFFICER - NON-VOTING	40.00	Officer	$187,385	$10,314	$197,699
LAUREN JEGLINSKI THRU 112123	SECRETARY - NON-VOTING	40.00	Officer	$83,414	$13,611	$97,025
DAVID NELSON THRU 112123	EXECUTIVE DIRECTOR/SHARED WITH ACTION FUND	3.00	Officer	$145,052	$6,563	$151,615
AMIT THAKKAR THRU 81823	VP PUBLIC POLICY	40.00	Highest	$160,138	$8,991	$169,129
SELINA WILLIAMS	CONTROLLER	40.00	Highest	$129,620	$21,807	$151,427
SUSAN LOVENBURG	SENIOR ADVISOR	40.00	Highest	$126,968	$20,014	$146,982
JOHN GUENTER	DIRECTOR - COMMUNICATIONS	40.00	Highest	$112,742	$8,213	$120,955
ARACELI PALAFOX	DIRECTOR REGIONS	40.00	Highest	$107,066	$14,414	$121,480

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
2024	$2,050,468	$3,321,782	$498,764	$-1,271,314
2023	$2,661,042	$4,762,678	$2,091,575	$-2,101,636
2022	$6,989,171	$4,660,426	$4,041,269	$2,328,745
2021	$1,928,668	$2,863,337	$2,278,761	$-934,669
2020	$2,515,467	$3,184,894	$2,564,900	$-669,427
2019	$4,548,441	$2,140,152	$3,140,437	$2,408,289
2018	$2,673,084	$2,632,089	$831,352	$40,995

CALIFORNIA FORWARD