COALITION FOR CONTROLLING INSURANCE IN CALIF SCHOOLS HEALTH & WELFARE (EIN 806028938) - 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

2004

Legal Domicile

Principal Officer

SHARON LIZ HUERTA BREWSTE

Phone

3132120363

Tax Period

2024-07-01 to 2025-06-30

COALITION FOR CONTROLLING INSURANCE IN CALIF SCHOOLS HEALTH & WELFARE, founded in 2004, is a mid-sized nonprofit in the Mutual Benefit sector that reported $11.2M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

THE TRUST WAS ESTABLISHED TO PROVIDE HEALTH AND WELFARE BENEFITS TO PUBLIC EMPLOYEES.

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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 $11,108,305

Investment Income $98,842

Other Revenue $0

TOTAL REVENUE $11,207,147

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,807,775

TOTAL EXPENSES $12,289,658

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,207,147	$10,104,631	+0.1%
Expenses	$12,289,658	$11,125,191	+0.1%
Net Income	$-1,082,511	$-1,020,560	+0.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JASON HILL	CHAIR	1.00	Officer Director	$0	$0	$0
SHARON LIZ HUERTA BREWSTER	CO-CHAIR	1.00	Officer Director	$0	$0	$0
ALMA OROZCO	TREAUSRER	1.00	Officer Director	$0	$0	$0
MARIA CUTZ	SECRETARY	1.00	Officer Director	$0	$0	$0
STEPHEN CAPERTON	DIRECTOR	1.00	Director	$0	$0	$0
LUCRECIA FIGUEROA	DIRECTOR	1.00	Director	$0	$0	$0
BILL FLYNN	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL LIN	DIRECTOR	1.00	Director	$0	$0	$0
HAL LONGAN	DIRECTOR	1.00	Director	$0	$0	$0
CARIANNE MACKAMUL-COVEY	DIRECTOR	1.00	Director	$0	$0	$0
LEANNE MORELLI	DIRECTOR (TERM END 6/30)	1.00	Director	$0	$0	$0
DEBBIE MUNIZ	DIRECTOR	1.00	Director	$0	$0	$0
ANDREA PADILLA	DIRECTOR	1.00	Director	$0	$0	$0
SHANNON SOTO	DIRECTOR	1.00	Director	$0	$0	$0
RANDY STRODE	DIRECTOR	1.00	Director	$0	$0	$0
DANI TUCKER	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
2025	$11,207,147	$12,289,658	$2,556,663	$-1,082,511
2024	$10,104,631	$11,125,191	$3,671,038	$-1,020,560
2023	$9,542,800	$9,561,735	$4,461,701	$-18,935
2022	$9,224,927	$9,756,349	$4,503,459	$-531,422
2021	$9,089,142	$8,997,549	$4,997,844	$91,593
2020	$9,432,182	$8,226,907	$4,874,091	$1,205,275
2019	$8,344,391	$8,098,698	$3,696,171	$245,693
2018	$7,700,291	$7,297,742	$3,441,439	$402,549

COALITION FOR CONTROLLING INSURANCE IN CALIF SCHOOLS HEALTH & WELFARE