Alliance for the University of California

EIN: 931379205 Public & Societal Benefit

San Rafael, CA

Total Revenue
$252,717
Total Expenses
$14,979
Total Assets
$237,738
Net Assets
$237,738
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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
CA
Principal Officer
Steven S Lucas
Phone
4153896800
Tax Period
2024-01-01 to 2024-12-31

Alliance for the University of California, founded in 2023, is a small nonprofit in the Public & Societal Benefit sector that reported $253K in total revenue in fiscal year 2024. The organization ran a surplus of $238K, a strong 94% operating margin.

Mission

To promote the common good and general welfare of the people by educating the public and advocating on the benefits conferred on the citizens of California through increased state funding for California's public education system.

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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 $250,200
Program Service Revenue $0
Investment Income $2,492
Other Revenue $25
TOTAL REVENUE $252,717

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $7,462
Other Expenses $14,979
TOTAL EXPENSES $14,979

Year-over-Year Comparison

2024 2023 Change
Revenue $252,717 N/A N/A
Expenses $14,979 N/A N/A
Net Income $237,738 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

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Governance

Voting Members
2
Independent Members
2
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
3
$0
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Meredith Turner President 1.00
Officer Director
$0 $0 $0
Heather Kopeck Vice President 1.00
Officer Director
$0 $0 $0
Steven S Lucas Secretary & CFO 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
2024 $252,717 $14,979 $237,738 $237,738
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