COALITION OF CALIFORNIA STATE WORKERS INCORPORATED (EIN 473206135) - 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

2015

Legal Domicile

Phone

2093510500

Tax Period

2024-01-01 to 2024-12-31

COALITION OF CALIFORNIA STATE WORKERS INCORPORATED, founded in 2015, is a community nonprofit in the Employment sector that reported $3.5M in total revenue in fiscal year 2024.

Mission

The specific purpose of the organization is to improve the lives of state employees and retired state employees and their family members by offering fraternal,

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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 $0

Program Service Revenue $3,544,585

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,544,585

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $457,922

TOTAL EXPENSES $3,567,143

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,544,585	$3,529,423	+0.0%
Expenses	$3,567,143	$3,543,516	+0.0%
Net Income	$-22,558	$-14,093	+0.6%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA LAPORTA	PRESIDENT	1.00	Officer	$0	$0	$0
JOHNNY CHAVEZ	Vice President/Treasurer	1.00	Officer	$0	$0	$0
Daniel Serrano	Secretary	1.00	Officer	$0	$0	$0
Janice Leach-Banks	BOARD MEMBER	1.00	Officer	$0	$0	$0
Frederic Everly	BOARD MEMBER	1.00	Officer	$0	$0	$0
Maria Garcia	Board Member	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	$3,544,585	$3,567,143	$195,558	$-22,558
2023	$3,529,423	$3,543,516	$218,116	$-14,093
2022	$3,582,332	$3,580,299	$232,210	$2,033
2021	$3,559,512	$3,521,938	$230,077	$37,574
2020	$3,576,797	$3,565,485	$192,503	$11,312
2019	$3,306,824	$3,272,947	$177,213	$33,877
2018	$2,499,520	$2,479,832	$143,337	$19,688

COALITION OF CALIFORNIA STATE WORKERS INCORPORATED