Coalition To Preserve California Business

EIN: 830631049

Sacramento, CA

Total Revenue
$384,800
Total Expenses
$258,987
Total Assets
$125,813
Net Assets
$125,813
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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
Michael Weiner
Phone
9164227757
Tax Period
2018-01-01 to 2018-12-31

Coalition To Preserve California Business, founded in 2018, is a small nonprofit that reported $385K in total revenue in fiscal year 2018. The organization ran a surplus of $126K, a strong 33% operating margin.

Mission

To advocate for public policies that keep the financial services industry engaged in California.

Program Service Accomplishments

Program 1

Advocated for business friendly public policy in the state of California, specifically relating to the financial services sector.

Program 2

Educated the public and policymakers about challenges facing the financial services industry.

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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 (2018)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $384,800
Investment Income $0
Other Revenue $0
TOTAL REVENUE $384,800

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $258,987
TOTAL EXPENSES $258,987

Year-over-Year Comparison

2018 2017 Change
Revenue $384,800 N/A N/A
Expenses $258,987 N/A N/A
Net Income $125,813 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
3
Independent Members
3
Employees
N/A
Volunteers
3

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
3
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Michael Weiner President 1.00
Officer Director
$0 $0 $0
Jonathan Kaplan Secretary 1.00
Officer Director
$0 $0 $0
Lee Mitchell Treasurer 1.00
Officer 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
2018 $384,800 $258,987 $125,813 $125,813
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