CALIFORNIA LEGISLATIVE IRISH CAUCUS

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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

2016

Legal Domicile

Principal Officer

Laura Ann Stephen

Phone

9167062677

Tax Period

2023-01-01 to 2023-12-31

CALIFORNIA LEGISLATIVE IRISH CAUCUS, founded in 2016, is a small nonprofit in the Recreation & Sports sector that reported $201K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $72K, a strong 36% operating margin.

Mission

Provide an avenue of cooperation and goodwill among members of the California State Legislature of Irish descent.

Program Service Accomplishments

Program 1

Expenses: $128,862 Revenue: $201,000

Provide an avenue of cooperation and goodwill among members of the California State Legislature of Irish descent

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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 $201,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $201,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $128,862

Other Expenses $128,862

TOTAL EXPENSES $128,862

Year-over-Year Comparison

	2023	2022	Change
Revenue	$201,000	$180,500	+0.1%
Expenses	$128,862	N/A	N/A
Net Income	$72,138	$180,500	-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

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	Role	Reportable Comp	Other Comp	Total
Assemblymember Patrick O'Donnell	Co-Chairman	Officer	$0	$0	$0
Assemblymember Kevin Mullin	Co-Chair	Officer	$0	$0	$0
Flo Kahn	Director	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	No data	No data	No data	No data
2023	$201,000	$128,862	$221,950	$72,138