CALIFORNIA LEGISLATIVE BLACK CAUCUS POLICY INSTITUTE (EIN 263911734) - 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

2009

Legal Domicile

Principal Officer

LORI WILSON

Phone

2134526565

Tax Period

2023-01-01 to 2023-12-31

CALIFORNIA LEGISLATIVE BLACK CAUCUS POLICY INSTITUTE, founded in 2009, is a community nonprofit in the Civil Rights & Advocacy sector that reported $2.7M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $675K, a strong 25% operating margin.

Mission

PROMOTION AND SUPPORT OF AFRICAN-AMERICAN CULTURE IN CALIFORNIA, INCREASED PARTICIPATION OF AFRICAN-AMERICANS IN CALIFORNIA SOCIETY, TO EDUCATE THE PUBLIC ABOUT AFRICAN-AMERICAN CULTURE AND HERITAGE ISSUES OF IMPORTANCE TO AFRICAN-AMERICANS IN 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 (2023)

Revenue Breakdown

Contributions & Grants $2,739,570

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,739,570

Expense Breakdown

Grants Paid $499,479

Salaries & Benefits $0

Fundraising Expenses $1,235,580

Program Expenses $499,479

Other Expenses $1,157,259

TOTAL EXPENSES $2,064,213

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,739,570	$2,468,950	+0.1%
Expenses	$2,064,213	$1,785,100	+0.2%
Net Income	$675,357	$683,850	0.0%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVEN BRADFORD	VICE CHAIR	2.00	Officer Director	$0	$0	$0
LORI WILSON	CHAIR	2.00	Officer Director	$0	$0	$0
AKILAH WEBER	SECRETARY	2.00	Officer Director	$0	$0	$0
ISAAC BRYAN	TREASURER	2.00	Officer 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
2024	No data	No data	No data	No data
2023	$2,739,570	$2,064,213	$4,157,335	$675,357
2022	$2,468,950	$1,785,100	$3,481,978	$683,850
2021	$1,960,063	$1,473,565	$2,798,128	$486,498
2020	$1,628,888	$982,418	$2,311,630	$646,470
2019	$1,701,320	$1,094,225	$1,665,160	$607,095
2018	$1,251,500	$896,992	$1,058,065	$354,508

CALIFORNIA LEGISLATIVE BLACK CAUCUS POLICY INSTITUTE