Californians for Energy Independence (EIN 465063010) - 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

2014

Legal Domicile

Principal Officer

Catherine Reheis-Boyd

Phone

4153896800

Tax Period

2024-01-01 to 2024-12-31

Californians for Energy Independence, founded in 2014, is a mid-sized nonprofit in the Environment sector that reported $10.3M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $9.7M left a modest 7% surplus.

Mission

To combat community deterioration, defend human and civil rights secured by law, and promote the common good and social welfare of the people by educating the public and advocating on sensible energy policies which promote economic development and energy security.

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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 (2024)

Revenue Breakdown

Contributions & Grants $10,180,000

Program Service Revenue $0

Investment Income $149,355

Other Revenue $0

TOTAL REVENUE $10,329,355

Expense Breakdown

Grants Paid $239,876

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $9,235,592

Other Expenses $9,416,279

TOTAL EXPENSES $9,656,155

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,329,355	$9,417,246	+0.1%
Expenses	$9,656,155	$11,469,565	-0.2%
Net Income	$673,200	$-2,052,319	-1.3%

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
Catherine Reheis-Boyd	President & Dir	1.00	Officer Director	$0	$0	$0
Rock Zierman	Director	1.00	Director	$0	$0	$0
Steven S Lucas	Secretary/CFO	1.00	Officer	$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	$10,329,355	$9,656,155	$3,677,185	$673,200
2023	$9,417,246	$11,469,565	$3,003,985	$-2,052,319
2022	$11,791,038	$9,860,455	$5,056,304	$1,930,583
2021	$5,934,645	$4,678,639	$3,125,721	$1,256,006
2020	$7,691,897	$6,693,575	$1,869,715	$998,322
2019	$7,347,647	$7,965,847	$871,393	$-618,200
2018	$12,043,820	$12,171,068	$1,489,593	$-127,248

Californians for Energy Independence