California Diplomacy Foundation

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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

Principal Officer

Susanne T Stirling

Phone

9169301232

Tax Period

2023-01-01 to 2023-12-31

California Diplomacy Foundation, founded in 2019, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $468K in total revenue in fiscal year 2023. The organization ran a surplus of $93K, a strong 20% operating margin.

Mission

To offset government travel and other expenses connected to promoting trade and investment in California, thereby reducing the burden on California taxpayers.

Program Service Accomplishments

Program 1

Expenses: $324,464 Revenue: $468,250

In March 2023, the Foundation helped sponsor a trade mission to advance business collaboration and partnership between California clean air businesses and Japan. Delegation included public and...

In March 2023, the Foundation helped sponsor a trade mission to advance business collaboration and partnership between California clean air businesses and Japan. Delegation included public and private sector representatives.

Program 2

Expenses: $50,000

A contribution to the San Francisco Special Events Committe for the 2023 APEC CEO Summit Conference in San Francisco in November 2023. APEC focuses on how to better spur trade and economic growth...

A contribution to the San Francisco Special Events Committe for the 2023 APEC CEO Summit Conference in San Francisco in November 2023. APEC focuses on how to better spur trade and economic growth across the Pacific region.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $468,250

Investment Income $0

Other Revenue $0

TOTAL REVENUE $468,250

Expense Breakdown

Grants Paid $50,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $374,464

Other Expenses $325,522

TOTAL EXPENSES $375,522

Year-over-Year Comparison

	2023	2022	Change
Revenue	$468,250	N/A	N/A
Expenses	$375,522	N/A	N/A
Net Income	$92,728	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
Ana G Tortolani	President	0.25	Officer	$0	$0	$0
Jennifer Barara	Treasurer	0.25	Officer	$0	$0	$0
Susanne Stirling	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
2024	No data	No data	No data	No data
2023	$468,250	$375,522	$139,572	$92,728