California Tax and Budget Research Project

EIN: 830567645 Civil Rights & Advocacy

San Rafael, CA

Total Revenue
$315,000
Total Expenses
$231,701
Total Assets
$163,138
Net Assets
$163,138
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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
2018
Legal Domicile
CA
Principal Officer
Steven S Lucas
Phone
4153896800
Tax Period
2020-01-01 to 2020-12-31

California Tax and Budget Research Project, founded in 2018, is a small nonprofit in the Civil Rights & Advocacy sector that reported $315K in total revenue in fiscal year 2020. The organization ran a surplus of $83K, a strong 26% operating margin.

Mission

To combat community deterioration, defend human and civil rights secured by law, and promote the common good and social welfare of the people by educating the public and advocating on sensible tax policies which promote economic development and job growth.

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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%)

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Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $315,000
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $315,000

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $223,653
Other Expenses $231,701
TOTAL EXPENSES $231,701

Year-over-Year Comparison

2020 2019 Change
Revenue $315,000 N/A N/A
Expenses $231,701 N/A N/A
Net Income $83,299 N/A 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

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Governance

Voting Members
1
Independent Members
1
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
2
$0
Total Directors
1
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Dean Andal President & Dir 1.00
Officer Director
$0 $0 $0
Steven S Lucas Secretary & CFO 1.00
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
2020 $315,000 $231,701 $163,138 $83,299
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