Committee to Expand the Middle Class Issues Committee (EIN 862950925) - 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

2021

Legal Domicile

Principal Officer

Caitlin O'Neill

Tax Period

2024-01-01 to 2024-12-31

Committee to Expand the Middle Class Issues Committee, founded in 2021, is a small nonprofit in the Community Improvement sector that reported $828K in total revenue in fiscal year 2024. Revenue surged 230% from the prior year, signaling strong growth momentum. Expenses of $718K left a modest 13% surplus.

Mission

To support or oppose state and local ballot measures or other issue committees in California and potentially other jurisdictions as permitted by law.

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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 $825,209

Program Service Revenue $0

Investment Income $2,873

Other Revenue $0

TOTAL REVENUE $828,082

Expense Breakdown

Grants Paid $717,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $717,500

Other Expenses $0

TOTAL EXPENSES $717,500

Year-over-Year Comparison

	2024	2023	Change
Revenue	$828,082	$251,147	+2.3%
Expenses	$717,500	$5,000	+142.5%
Net Income	$110,582	$246,147	-0.6%

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

N/A

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
Marisa Moret	Director	1.00	Director	$0	$0	$0
Theo Yedinsky	Director	1.00	Director	$0	$0	$0
Caitlin O'Neill	Princ Off & Dir	1.00	Officer Director	$0	$0	$0
Jason D Kaune	Treasurer	1.00	Officer	$0	$0	$0
Joel S Aurora	Asst. Treasurer	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
2025	No data	No data	No data	No data
2024	$828,082	$717,500	$422,851	$110,582
2023	$251,147	$5,000	$337,478	$246,147
2022	$200,000	$110,000	$91,331	$90,000

Committee to Expand the Middle Class Issues Committee