THE CALIFORNIA STATE GUARD FOUNDAT… - Form 990 Financial Data

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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

JAY M COGGAN

Phone

8189062230

Tax Period

2021-01-01 to 2021-12-31

THE CALIFORNIA STATE GUARD FOUNDATION, founded in 2019, is a small nonprofit that reported $269K in total revenue in fiscal year 2021. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $108K, a strong 40% operating margin.

Mission

Our Mission is Simple: to Protect and Support Those Who Protect and Support Us.

Program Service Accomplishments

Program 1

Expenses: $138,876

To provide the resources, equipment and training to those at the frontlines during a flood, earthquake, wildfire, or pandemic so that they are able to keep California and its citizens safe.

Program 2

Expenses: $15,263

The provides educational and assistance programs to service members and their families.

Program 3

Expenses: $2,987

To support the California State Military History and Museums Program

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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 (2021)

Revenue Breakdown

Contributions & Grants $268,511

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $268,511

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $157,126

Other Expenses $160,764

TOTAL EXPENSES $160,764

Year-over-Year Comparison

	2021	2020	Change
Revenue	$268,511	$221,593	+0.2%
Expenses	$160,764	$56,792	+1.8%
Net Income	$107,747	$164,801	-0.3%

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

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
JAY M COGGAN	President	1.00	Officer Director	$0	$0	$0
Scot Cru	Director	1.00	Director	$0	$0	$0
Marc S Cohen	Director	1.00	Director	$0	$0	$0
Curt Hagman	Director	1.00	Director	$0	$0	$0
Dan Dow	Director	1.00	Director	$0	$0	$0
John Chiang	Treasurer	1.00	Officer Director	$0	$0	$0
Antoinette Balta	Director	1.00	Director	$0	$0	$0
Bruce D D MacRae	Director	1.00	Director	$0	$0	$0
Seth Blackmon	Secretary	1.00	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
2021	$268,511	$160,764	$272,548	$107,747
2020	$221,593	$56,792	$164,801	$164,801

THE CALIFORNIA STATE GUARD FOUNDATION