Speaker 2023 Inaugural Fund (EIN 924020370) - 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

2023

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

Speaker 2023 Inaugural Fund, founded in 2023, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.1M in total revenue in fiscal year 2023. Expenses of $1.1M left a modest 5% surplus.

Mission

Fund any and all activities related to the swearing in and inauguration of the 2023 Speaker of the CA State Assembly

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,140,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,140,000

Expense Breakdown

Grants Paid $505,000

Salaries & Benefits $0

Fundraising Expenses $75,000

Program Expenses $962,608

Other Expenses $498,517

TOTAL EXPENSES $1,078,517

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,140,000	N/A	N/A
Expenses	$1,078,517	N/A	N/A
Net Income	$61,483	N/A	N/A

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
Margie Barrios	President	2.00	Officer Director	$0	$0	$0
Juan Uranga	Secretary	2.00	Officer Director	$0	$0	$0
Bob Tiffany	Treasurer	2.00	Officer Director	$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
2023	$1,140,000	$1,078,517	$61,483	$61,483

Speaker 2023 Inaugural Fund