CALIFORNIA COMPETES

EIN: 882393598 501(c)(3) Education

OAKLAND, CA

Total Revenue
$2,794,142
Total Expenses
$2,520,719
Total Assets
$4,082,741
Net Assets
$3,934,393
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2021
Legal Domicile
CA
Principal Officer
SU JIN JEZ PHD
Phone
5105429109
Tax Period
2024-07-01 to 2025-06-30

CALIFORNIA COMPETES, founded in 2021, is a community nonprofit in the Education sector that reported $2.8M in total revenue in fiscal year 2024. Revenue fell 30% from the prior year — a significant decline worth monitoring. Expenses of $2.5M left a modest 10% surplus.

Mission

ESTABLISHED IN 2011, OUR MISSION IS TO HELP TRANSFORM THE STATE'S HIGHER EDUCATION SYSTEM INTO AN ENGINE OF ECONOMIC OPPORTUNITY THAT EMPOWERS ALL CALIFORNIANS, PARTICULARLY THOSE FROM UNDERSERVED COMMUNITIES, TO ACHIEVE THEIR FULL POTENTIAL.

Program Service Accomplishments

Program 1
Expenses: $1,998,815 Revenue: $257,000

CALIFORNIA COMPETES ADVANCES EQUITABLE POSTSECONDARY OPPORTUNITIES AND A JUST AND INCLUSIVE ECONOMY BY INFLUENCING SYSTEMS-LEVEL CHANGE FOR UNDERSERVED CALIFORNIANS. IN FY24, CALIFORNIA COMPETES MADE...

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CALIFORNIA COMPETES ADVANCES EQUITABLE POSTSECONDARY OPPORTUNITIES AND A JUST AND INCLUSIVE ECONOMY BY INFLUENCING SYSTEMS-LEVEL CHANGE FOR UNDERSERVED CALIFORNIANS. IN FY24, CALIFORNIA COMPETES MADE SIGNIFICANT PROGRESS BY PURSUING A RANGE OF STRATEGIES, FROM PROMOTING ACCESS AND SUCCESS FOR ADULT LEARNERS TO ALIGNING HIGHER EDUCATION WITH WORKFORCE NEEDS, ADVANCING A MORE AGILE AND INNOVATIVE HIGHER EDUCATION SYSTEM, AND CONTRIBUTING TO COORDINATED POLICY DEVELOPMENT AND IMPLEMENTATION. IN OUR WORK TO ADVANCE COLLEGE ACCESS AND SUCCESS FOR ADULTS, WE CO-LED THE CALIFORNIA ALLIANCE FOR STUDENT PARENT SUCCESS, A STATEWIDE COALITION TO SUPPORT STUDENTS WITH DEPENDENT CHILDREN. THROUGH THIS COALITION, WE SPONSORED OUR FIRST BILL, THE GAINS FOR STUDENT PARENTS ACT (AB 2458) (AND SECURED ITS PASSAGE IN SEPTEMBER 2024) TO IMPROVE FINANCIAL AID ACCESS FOR STUDENT PARENTS AND DATA COLLECTION PRACTICES SO COLLEGES CAN BETTER IDENTIFY THE STUDENT PARENTS THEY SERVE. IN PARTNERSHIP WITH CALIFORNIAATTAIN!'S NETWORK OF HIGHER EDUCATION INSTITUTIONS, WE ALSO CONDUCTED RESEARCH THAT FOCUSED ON IDENTIFYING AND REMOVING BARRIERS TO RE-ENROLLMENT FOR CALIFORNIANS WITH SOME COLLEGE BUT NO CREDENTIAL, ENSURING THEY CAN ACCESS EDUCATIONAL OPPORTUNITIES AND ECONOMIC MOBILITY. TO STRENGTHEN WORKFORCE ALIGNMENT, WE FACILITATED STRATEGIC COLLABORATION AMONG COMMUNITY COLLEGES IN LOS ANGELES COUNTY AND LOCAL COUNTY GOVERNMENT OFFICIALS, FOSTERING A CROSS-SECTOR CULTURE TO BOOST CAREER READINESS. OUR EFFORTS IN PROMOTING A MORE AGILE AND INNOVATIVE HIGHER EDUCATION FOR THE STATE ADVANCED THROUGH OUR CALIFORNIA HIGHER EDUCATION POLICY INSTITUTE FOR LEGISLATIVE STAFF AND A SERIES OF EVENTS DURING THE WORLD'S LARGEST EDUCATION TECHNOLOGY CONFERENCE. THROUGH THESE ACTIVITIES, WE PROVIDED RESEARCH-BASED INSIGHTS AND CREATED SPACES FOR POLICYMAKERS, LEADERS, AND THEIR STAFF TO THINK CRITICALLY ON THE KEY ISSUES FACING THE STATE'S HIGHER EDUCATION AND WORKFORCE SYSTEMS AND SHARE IDEAS FOR REFORM. THROUGH EVENTS LIKE THIS, WE AIM TO CONTRIBUTE TO INFORMED DECISION-MAKING TOWARDS RESHAPING SYSTEMS TO BETTER SERVE CALIFORNIANS. IN THE REALM OF COORDINATED POLICY SETTING AND IMPLEMENTATION, WE ADVISED THE GOVERNOR'S OFFICE ON STRENGTHENING STRUCTURES TO PROMOTE COHESIVE AND EFFECTIVE POLICY IMPLEMENTATION. ADDITIONALLY, WE PLAYED A PIVOTAL ROLE AS LEAD ADVOCATE FOR AND ADVISOR TO THE CALIFORNIA CRADLE-TO-CAREER DATA SYSTEM (C2C). WITH CALIFORNIA COMPETES CEO ACTIVELY SERVING ON THE C2C GOVERNING BOARD AS A LEGISLATIVE APPOINTEE, WE'VE PROVIDED THOUGHT LEADERSHIP TO SHAPE DISCUSSIONS FOR PRODUCTIVE MEETINGS AND ADVANCED C2C'S DEVELOPMENT. WE ALSO IMPROVED HOLISTIC STUDENT SUPPORT THROUGH THE REFINEMENT OF STUDENT HOUSING POLICIES AND THE LAUNCH OF THE PUBLIC BENEFIT FINDER FOR CALIFORNIA STUDENTS, OUR NEW USER-FRIENDLY TOOL WHICH HELPS STUDENTS AND THEIR SUPPORTERS FIND THE RESOURCES TO WHICH THEY'RE ENTITLED.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,463,998
Program Service Revenue $257,000
Investment Income $73,144
Other Revenue $0
TOTAL REVENUE $2,794,142

Expense Breakdown

Grants Paid $259,750
Salaries & Benefits $1,598,183
Fundraising Expenses $142,828
Program Expenses $1,998,815
Other Expenses $647,606
TOTAL EXPENSES $2,520,719

Year-over-Year Comparison

2024 2023 Change
Revenue $2,794,142 $4,012,820 -0.3%
Expenses $2,520,719 $2,140,217 +0.2%
Net Income $273,423 $1,872,603 -0.9%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
14
Independent Members
14
Employees
13
Volunteers
14

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
5
$458,144
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
4
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KEELY MARTIN BOSLER BOARD MEMBER 2.00
Director
$0 $0 $0
CHRISTOPHER CABALDON BOARD MEMBER (THRU 01/25) 2.00
Director
$0 $0 $0
CARL COHN BOARD MEMBER (THRU 09/24) 2.00
Director
$0 $0 $0
DAN GROSS BOARD MEMBER 2.00
Director
$0 $0 $0
ELIZABETH HILL CHAIR 2.00
Officer Director
$0 $0 $0
STEVEN KOBLIK BOARD MEMBER 2.00
Director
$0 $0 $0
CAROL LIU BOARD MEMBER 2.00
Director
$0 $0 $0
JULIA LOPEZ SECRETARY 2.00
Officer Director
$0 $0 $0
LENNY MENDONCA BOARD MEMBER 2.00
Director
$0 $0 $0
LEROY MORISHITA BOARD MEMBER 2.00
Director
$0 $0 $0
ROGER NIELLO TREASURER 2.00
Officer Director
$0 $0 $0
LIBBY SCHAAF BOARD MEMBER 2.00
Director
$0 $0 $0
JACK SCOTT BOARD MEMBER 2.00
Director
$0 $0 $0
PETER WEBER BOARD MEMBER 2.00
Director
$0 $0 $0
SU JIN JEZ CEO 40.00
Officer
$255,000 $29,817 $284,817
KIM BERNET CFO/VP 40.00
Officer
$160,000 $13,327 $173,327
LAURA BERNHARD SENIOR RESEARCHER 40.00
Highest
$145,962 $12,535 $158,497
DAVID RADWIN SENIOR RESEARCHER 40.00
Highest
$149,158 $12,891 $162,049
CAROLYN HO DIRECTOR OF COMMUNICATIONS/ CHIEF OF STAFF 40.00
Highest
$139,423 $18,887 $158,310
ANNA JOHNSON POLICY DIRECTOR 40.00
Highest
$142,800 $8,634 $151,434
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 $2,794,142 $2,520,719 $4,082,741 $273,423
2024 $4,012,820 $2,140,217 $3,824,164 $1,872,603
2023 $2,169,128 $380,761 $1,887,638 $1,788,367
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