NEW CALIFORNIA COALITION FOUNDATION (EIN 873126487) - 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

Tracy Hernandez

Phone

6288996180

Tax Period

2024-01-01 to 2024-12-31

NEW CALIFORNIA COALITION FOUNDATION, founded in 2021, is a small nonprofit in the Community Improvement sector that reported $305K in total revenue in fiscal year 2024. Revenue surged 408% from the prior year, signaling strong growth momentum. Expenses of $689K exceeded revenue, resulting in a 126% operating deficit.

Mission

The primary purpose of this Corporation is to educate the public to promote the continued viability of California businesses central to the health of the California economy.

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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 $305,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $305,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $678,315

Other Expenses $689,263

TOTAL EXPENSES $689,263

Year-over-Year Comparison

	2024	2023	Change
Revenue	$305,000	$60,000	+4.1%
Expenses	$689,263	$215,026	+2.2%
Net Income	$-384,263	$-155,026	+1.5%

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
Cynthia Murray	Director	1	Director	$0	$0	$0
Mike Roos	Director	1	Director	$0	$0	$0
Schenae Rourk	Director	1	Director	$0	$0	$0
Peter Weber	Director	1	Director	$0	$0	$0
Jim Wunderman	Director	1	Director	$0	$0	$0
Tracy Hernandez	Chief Executive Officer	1	Officer	$0	$0	$0
John Grubb	Secretary	1	Officer	$0	$0	$0
Molly Schaefer	Treasurer	1	Officer	$0	$0	$0
Julie Rowe	Former Treasurer	1	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	$305,000	$689,263	$15,858	$-384,263
2022	$615,000	$59,853	$555,147	$555,147

NEW CALIFORNIA COALITION FOUNDATION