CALOZ (EIN 834511509) - 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

5105431642

Tax Period

2019-01-01 to 2019-12-31

CALOZ, founded in 2019, is a small nonprofit that reported $316K in total revenue in fiscal year 2019. The organization ran a surplus of $70K, a strong 22% operating margin.

Mission

SUPPORT EFFORTS TO PROMOTE ECONOMIC AND COMMUNITY DEVELOPMENT IN LOW-INCOME COMMUNITIES ACROSS THE STATE OF CALIFORNIA THROUGH THE QUALIFIED OPPORTUNITY ZONE (QOZ) INCENTIVE ESTABLISHED BY THE UNITED STATES CONGRESS IN THE 2017 TAX CUTS AND JOBS ACT.

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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 $245,178

Program Service Revenue $70,500

Investment Income $0

Other Revenue $0

TOTAL REVENUE $315,678

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $6,500

Program Expenses $213,695

Other Expenses $246,044

TOTAL EXPENSES $246,044

Year-over-Year Comparison

	2019	2018	Change
Revenue	$315,678	N/A	N/A
Expenses	$246,044	N/A	N/A
Net Income	$69,634	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

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
KUNAL MERCHANT	PRESIDENT/DIR.	30.00	Officer Director	$0	$0	$0
DAVE SMITH	V.P./SEC./DIR.	20.00	Officer Director	$0	$0	$0
MONISHA MERCHANT	TREASURER/DIR.	0.50	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
2019	$315,678	$246,044	$69,634	$69,634

CALOZ