CALIFORNIA COMPETES (EIN 882393598) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2021

Legal Domicile

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

CALIFORNIA COMPETES: HIGHER EDUCATION FOR A STRONG ECONOMY IS A NONPARTISAN POLICY AND RESEARCH ORGANIZATION FOCUSED ON IDENTIFYING SOLUTIONS TO THE STATE'S MOST CRITICAL CHALLENGES AT THE INTERSECTION OF HIGHER EDUCATION, EQUITY, AND THE ECONOMY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$458,144

Total Directors

Key Employees

Highest Compensated

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

CALIFORNIA COMPETES