CPLC ACTION FUND (EIN 822471201) - 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

2017

Legal Domicile

Principal Officer

JOSEPH GARCIA

Phone

6022570700

Tax Period

2022-07-01 to 2023-06-30

CPLC ACTION FUND, founded in 2017, is a community nonprofit in the Community Improvement sector that reported $4.4M in total revenue in fiscal year 2022. Revenue fell 26% from the prior year — a significant decline worth monitoring.

Mission

WE ADVOCATE FOR SOCIAL JUSTICE AND EQUITY FOR UNDERSERVED COMMUNITIES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $4,434,717

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $4,434,717

Expense Breakdown

Grants Paid $105,000

Salaries & Benefits $94,544

Fundraising Expenses $0

Program Expenses $4,376,677

Other Expenses $4,235,626

TOTAL EXPENSES $4,435,170

Year-over-Year Comparison

	2022	2021	Change
Revenue	$4,434,717	$6,030,706	-0.3%
Expenses	$4,435,170	$6,152,060	-0.3%
Net Income	$-453	$-121,354	-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

$1,885,004

Total Directors

$1,720,476

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID ADAME	CHAIRMAN	1.00	Officer Director	$0	$71,144	$880,385
MAX GONZALES	SECRETARY	1.00	Officer Director	$0	$23,991	$428,366
ALICIA NUNEZ	CFO/TREASURER	1.00	Officer Director	$0	$37,625	$411,725
JOHN RAMIREZ	BOARD MEMBER	1.00	Director	$0	$0	$0
JOSEPH GARCIA	EXECUTIVE DIRECTOR	30.00	Officer	$0	$17,754	$164,528

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$4,434,717	$4,435,170	$111,692	$-453
2022	$6,030,706	$6,152,060	$1,073,084	$-121,354
2021	$177,893	$108,257	$29,562	$69,636
2020	$204,484	$249,045	$9,870	$-44,561

CPLC ACTION FUND