CA ENERGY & INFRASTRUCTURE LABOR MANAGEMENT COOPER (EIN 834243859) - 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

2019

Legal Domicile

Phone

9164433302

Tax Period

2024-06-01 to 2025-05-31

CA ENERGY & INFRASTRUCTURE LABOR MANAGEMENT COOPER, founded in 2019, is a community nonprofit in the Community Improvement sector that reported $2.0M in total revenue in fiscal year 2024. Revenue fell 40% from the prior year — a significant decline worth monitoring. Net assets of $6.3M represent 39 months of operating reserves.

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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 $1,950,296

Program Service Revenue $0

Investment Income $3,854

Other Revenue $0

TOTAL REVENUE $1,954,150

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,104,705

Other Expenses $2,104,705

TOTAL EXPENSES $2,104,705

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,954,150	$3,250,548	-0.4%
Expenses	$2,104,705	$284,011	+6.4%
Net Income	$-150,555	$2,966,537	-1.1%

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

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
ERMELINDA MORETTI	TRUSTEE	2.00	Director	$0	$0	$0
BETSY BRIEN	TRUSTEE	2.00	Director	$0	$0	$0
SCOTT FOLWARKOW	TRUSTEE	2.00	Director	$0	$0	$0
STEVE KONIG	TRUSTEE	2.00	Director	$0	$0	$0
CHRISTOPHER HANNAN	TRUSTEE	2.00	Director	$0	$0	$0
TOM BACA	CHAIRMAN	2.00	Officer	$0	$0	$0
HENRY PEREA	SECRETARY	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
2025	$1,954,150	$2,104,705	$6,317,800	$-150,555
2024	$3,250,548	$284,011	$6,468,355	$2,966,537
2023	$878,705	$462,968	$3,500,181	$415,737
2022	$458,104	$816,503	$3,092,944	$-358,399
2021	$760,610	$137,972	$3,457,343	$622,638

CA ENERGY & INFRASTRUCTURE LABOR MANAGEMENT COOPER