SOCAL-COPPERFIELD INC

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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

LELAND ROTH

Phone

2124082900

Tax Period

2018-04-01 to 2019-03-31

SOCAL-COPPERFIELD INC, founded in 2001, is a mid-sized nonprofit that reported $23.6M in total revenue in fiscal year 2018. Revenue surged 6542% from the prior year, signaling strong growth momentum.

Mission

THE ORGANIZATION WAS FORMED TO ACQUIRE AND HOLD TITLE TO REAL PROPERTY AND TO REMIT NET INCOME THERFROM TO ITS TAX EXEMPT SHAREHOLDER.

Program Service Accomplishments

Program 1

501 (C)(25)

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $24,987,806

Other Revenue $-1,408,506

TOTAL REVENUE $23,579,300

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2018	2017	Change
Revenue	$23,579,300	$355,019	+65.4%
Expenses	N/A	N/A	N/A
Net Income	N/A	$355,019	N/A

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
MILLIE C CASSIDY	PRESIDENT	Officer Director	$0	$0	$0
LELAND ROTH	DIRECTOR	Director	$0	$0	$0
JOHN H STREICKER	DIRECTOR	Director	$0	$0	$0
GEORGE TIETJEN	VICE PRESIDENT & TREASURER	Officer	$0	$0	$0
CONNELL J WATTERS	SECRETARY	Officer	$0	$0	$0
NOEL BELLI	VICE PRESIDENT	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
2019	$23,579,300	No data	$1,564,664	No data
2019	No data	No data	No data	No data
2018	$355,019	No data	$14,300,928	No data