CALIFORNIA PUBLIC INTEREST RESEARCH GROUP EDU FUND (EIN 770566513) - 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

1978

Legal Domicile

Principal Officer

ANDRE DELATTRE

Tax Period

2023-09-01 to 2024-08-31

CALIFORNIA PUBLIC INTEREST RESEARCH GROUP EDU FUND, founded in 1978, is a small nonprofit in the Recreation & Sports sector that reported $336K in total revenue in fiscal year 2023. Revenue surged 167% from the prior year, signaling strong growth momentum. The organization ran a surplus of $182K, a strong 54% operating margin.

Mission

THE PURPOSE OF THE CORPORATION IS TO ENGAGE IN PUBLIC EDUCATION WITHIN THE MEANING OF SECTION 501C3 OF THE INTERNAL REVENUE CODE. THE CORPORATIONS ACTIVITIES MAY INCLUDE PUBLIC EDUCATION, RESEARCH, AND LITIGATION ON ISSUES AFFECTING THE PUBLIC INTEREST.

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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 $320,158

Program Service Revenue $10,000

Investment Income $5,760

Other Revenue $0

TOTAL REVENUE $335,918

Expense Breakdown

Grants Paid $60,000

Salaries & Benefits $30,124

Fundraising Expenses $17,461

Program Expenses $98,943

Other Expenses $63,558

TOTAL EXPENSES $153,682

Year-over-Year Comparison

	2023	2022	Change
Revenue	$335,918	$125,799	+1.7%
Expenses	$153,682	$146,898	+0.0%
Net Income	$182,236	$-21,099	-9.6%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUJATHA BERGEN	DIRECTOR	1.00	Director	$0	$0	$0
CLARA CATRONOVO	DIRECTOR	1.00	Director	$0	$0	$0
JEFF BERNSTEIN	CLERK	1.00	Officer Director	$0	$0	$0
ANDRE DELATTRE	PRESIDENT	1.00	Officer Director	$0	$0	$0
DAN JACOBSON	TREASURER	1.00	Officer Director	$0	$0	$0
JENN ENGSTROM	STATE DIRECTOR	20.00	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	$335,918	$153,682	$376,738	$182,236
2023	$125,799	$146,898	$220,670	$-21,099
2022	$342,702	$340,994	$595,226	$1,708
2021	$110,737	$146,369	$519,222	$-35,632
2018	$216,353	$383,625	$776,562	$-167,272

CALIFORNIA PUBLIC INTEREST RESEARCH GROUP EDU FUND