CALIFORNIA POLICY PARTNERS INC (EIN 831095152) - 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

2018

Legal Domicile

Principal Officer

DAVID HOROWITZ

Phone

9498315158

Tax Period

2019-01-01 to 2019-12-31

CALIFORNIA POLICY PARTNERS INC, founded in 2018, is a small nonprofit in the Community Improvement sector that reported $460K in total revenue in fiscal year 2019. Revenue surged 149% from the prior year, signaling strong growth momentum. Expenses of $532K exceeded revenue, resulting in a 16% operating deficit.

Mission

TO PROTECT FREE ENTERPRISE AND SECURE A MORE PROPSPEROUS FUTURE FOR ALL CALIFORNIANS.

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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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $460,000

Investment Income $0

Other Revenue $0

TOTAL REVENUE $460,000

Expense Breakdown

Grants Paid $432,500

Salaries & Benefits $0

Fundraising Expenses $81,220

Other Expenses $18,261

TOTAL EXPENSES $531,981

Year-over-Year Comparison

	2019	2018	Change
Revenue	$460,000	$185,000	+1.5%
Expenses	$531,981	$45,882	+10.6%
Net Income	$-71,981	$139,118	-1.5%

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

N/A

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
SCOTT BAUGH	Director	20.00	Officer Director	$0	$0	$0
MARK BUCHER	Director	5.00	Officer	$0	$0	$0
DAVID HOROWITZ	Director	5.00	Officer	$0	$0	$0
JAMES RIGHEIMER	Director	2.00	Officer	$0	$0	$0
CHRISTOPHER JACOBSON	Director	2.00	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
2019	$460,000	$531,981	$67,137	$-71,981

CALIFORNIA POLICY PARTNERS INC