CALIFORNIA VOLUNTEERS FUND (EIN 850642564) - 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

SOPHIA GARCIA

Phone

9163237646

Tax Period

2024-01-01 to 2024-12-31

CALIFORNIA VOLUNTEERS FUND, founded in 2018, is a community nonprofit in the Public Safety sector that reported $7.9M in total revenue in fiscal year 2024. Revenue surged 309% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.9M, a strong 36% operating margin.

Mission

THE CALIFORNIA VOLUNTEERS FUND SCALES PILOT PROGRAMS, CONVENES AND CONNECTS COMMUNITIES, AND BUILDS SERVICE CHAMPIONS TO ENSURE ONGOING INVESTMENT AND FOSTER A SHARED CALIFORNIA IDENTITY THROUGH SERVICE AND VOLUNTEERISM. OUR MISSION IS TO INCREASE THE QUALITY, SCALE, AND SUSTAINABILITY OF #CALIFORNIANSFORALL PROGRAMS TACKLING THE STATE'S PRESSING OPPORTUNITIES THROUGH SERVICE, VOLUNTEERISM, AND DIRECT ACTION.

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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 $7,711,250

Program Service Revenue $0

Investment Income $183,468

Other Revenue $0

TOTAL REVENUE $7,894,718

Expense Breakdown

Grants Paid $2,431,690

Salaries & Benefits $1,468,534

Fundraising Expenses $171,516

Program Expenses $4,483,098

Other Expenses $1,035,911

TOTAL EXPENSES $5,033,635

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,894,718	$1,929,874	+3.1%
Expenses	$5,033,635	$4,040,723	+0.2%
Net Income	$2,861,083	$-2,110,849	-2.4%

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

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

$308,358

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY HOFFMAN SEE SCH O	BOARD MEMBER	1.00	Director	$0	$0	$0
SOPHIA GARCIA	SEE SCH. O	2.00	Officer Director	$0	$0	$0
DAVID PORGES TO 0424	SECRETARY	1.00	Officer Director	$0	$0	$0
CHELSEA SEABRON	SEE SCH. O	1.00	Officer Director	$0	$0	$0
RICHARD E GOLDMAN	SEE SCH. O	1.00	Officer Director	$0	$0	$0
MARK CHAVEZ FROM 0424	BOARD MEMBER	1.00	Director	$0	$0	$0
LORENA HERNANDEZ FROM 0424	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID SMITH	CHIEF EXECUTIVE OFFICER	40.00	Officer	$264,965	$43,393	$308,358
DAVID SILVER	DIRECTOR OF WORKFORCE	40.00	Highest	$204,393	$35,656	$240,049
KAITLIN MEYER	DIRECTOR, PROGRAM STRATEGY & OPERATIONS	40.00	Highest	$162,862	$14,763	$177,625
IRMA GORROCINO	DIRECTOR OF BUSINESS PARTNERSHIPS	40.00	Highest	$115,996	$13,902	$129,898
JORDAN MICKENS	PROGRAM DIRECTOR, CORPS TO CAREER	40.00	Highest	$112,587	$15,860	$128,447

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	$7,894,718	$5,033,635	$7,701,893	$2,861,083
2023	$1,929,874	$4,040,723	$4,710,858	$-2,110,849
2022	$6,219,996	$652,090	$6,840,978	$5,567,906
2021	$1,304,666	$1,438,057	$545,060	$-133,391
2020	$809,033	$158,910	$650,123	$650,123

CALIFORNIA VOLUNTEERS FUND