CBEE Foundation

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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

2001

Legal Domicile

Principal Officer

James Lanich PhD

Phone

9164988980

Tax Period

2023-01-01 to 2023-12-31

CBEE Foundation, founded in 2001, is a micro nonprofit in the Education sector that reported $43K in total revenue in fiscal year 2023. Revenue fell 98% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $18K, a strong 42% operating margin.

Mission

To promote charitable & educational purposes by educating the public about recent reforms and improvements in California's education system. Specifically, the organization intends to educate the public and increase awareness of recently enacted statewide efforts to improve schools in California.

Program Service Accomplishments

Program 1

Focus public awareness on the need to raise student academic achievement and close achievement gaps in California's public schools. Highlight the proven best practices of publics schools form around the state by identifying, through student achievement data, the highest performing public schools.

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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 $10,000

Program Service Revenue $0

Investment Income $33,234

Other Revenue $0

TOTAL REVENUE $43,234

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $25,243

TOTAL EXPENSES $25,243

Year-over-Year Comparison

	2023	2022	Change
Revenue	$43,234	$1,776,422	-1.0%
Expenses	$25,243	$19,129	+0.3%
Net Income	$17,991	$1,757,293	-1.0%

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

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

$613,482

Total Directors

$313,180

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
James Lanich PhD	CEO	8.00	Officer Director	$0	$0	$313,180
Alex Barrios	President	5.00	Officer	$0	$11,550	$300,302
Louis Meunier	Treasurer/Sec	0.50	Officer Director	$0	$0	$0
Marilyn Reznick	Board Chair	1.00	Officer Director	$0	$0	$0
Janet Auer	Director	1.00	Director	$0	$0	$0
Reba Cardenas McNair	Director	1.00	Director	$0	$0	$0
Greg Jones	Director	1.00	Director	$0	$0	$0
Dan Kinney	Director	1.00	Director	$0	$0	$0
Lenny Mendonca	Director	1.00	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	$43,234	$25,243	$5,052,592	$17,991
2022	$1,776,422	$19,129	$4,847,741	$1,757,293
2021	$3,018,736	$15,841	$3,164,122	$3,002,895