THE CALIFORNIA REFORM INSTITUTE

EIN: 453269335

SAN LUIS OBISPO, CA

Total Revenue
$23
Total Expenses
$48,885
Total Assets
N/A
Net Assets
N/A
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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
2011
Legal Domicile
CA
Principal Officer
SAM BLAKESLEE
Phone
8052347313
Tax Period
2019-01-01 to 2019-12-31

THE CALIFORNIA REFORM INSTITUTE, founded in 2011, is a micro nonprofit that reported $23 in total revenue in fiscal year 2019. Revenue fell 67% from the prior year — a significant decline worth monitoring. Expenses of $49K exceeded revenue, resulting in a 212443% operating deficit.

Mission

TO ADVANCE INNOVATIVE REFORM CONCEPTS DESIGNED TO ADDRESS THE CURRENT STRUCTURAL IMPEDIMENTS TO JOB CREATION, BUDGETARY STABILITY, AND ACCOUNTABLE GOVERNANCE.

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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%)

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Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $23
Other Revenue $0
TOTAL REVENUE $23

Expense Breakdown

Grants Paid $600
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $45,129
Other Expenses $48,285
TOTAL EXPENSES $48,885

Year-over-Year Comparison

2019 2018 Change
Revenue $23 $69 -0.7%
Expenses $48,885 $52,647 -0.1%
Net Income $-48,862 $-52,578 -0.1%
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

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Governance

Voting Members
3
Independent Members
3
Employees
N/A
Volunteers
3

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
2
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JENNIFER CAFFEE SECRETARY/TREAS 0.02
Officer Director
$0 $0 $0
KEVIN KESTER BOARDMEMBER 0.02
Director
$0 $0 $0
SAM BLAKESLEE Chairman, CEO 1.00
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
2019 $23 $48,885 No data $-48,862
2018 $69 $52,647 $48,862 $-52,578
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