California Alliance of Family Owned Businesses (EIN 932437213) - 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

Principal Officer

Elli Abdoli

Phone

4153896800

Tax Period

2024-01-01 to 2024-12-31

California Alliance of Family Owned Businesses, founded in 2023, is a small nonprofit in the Public & Societal Benefit sector that reported $290K in total revenue in fiscal year 2024. Revenue fell 91% from the prior year — a significant decline worth monitoring. Expenses of $2.8M exceeded revenue, resulting in a 881% operating deficit.

Mission

To promote the common good and social welfare of the people of California by educating the public and advocating on important issues of public policy, including issues related to consumers, franchisees, local restaurants, and workers.

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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 $255,755

Program Service Revenue $0

Investment Income $28,677

Other Revenue $5,996

TOTAL REVENUE $290,428

Expense Breakdown

Grants Paid $62,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,477,973

Other Expenses $2,785,760

TOTAL EXPENSES $2,848,260

Year-over-Year Comparison

	2024	2023	Change
Revenue	$290,428	$3,226,958	-0.9%
Expenses	$2,848,260	$584,632	+3.9%
Net Income	$-2,557,832	$2,642,326	-2.0%

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
Sean Piazza	President & Dir	1.00	Officer Director	$0	$0	$0
Jason Goldblatt	Vice Pres & Dir	1.00	Officer Director	$0	$0	$0
Steve Peat	Secretary & Dir	1.00	Officer Director	$0	$0	$0
Cosme Fagundo	CFO & Director	1.00	Officer Director	$0	$0	$0
Julie Pernecky	Director	1.00	Officer Director	$0	$0	$0
Marisol Sanchez	Director	1.00	Officer Director	$0	$0	$0
Scott Rodrick	Director	1.00	Officer Director	$0	$0	$0
Harris Liu	Director	1.00	Officer Director	$0	$0	$0
Kerri Harper-Howie	Director	1.00	Officer Director	$0	$0	$0
Dick Shalhoub	Director	1.00	Officer Director	$0	$0	$0
Chad Humason	Director	1.00	Officer Director	$0	$0	$0
Elli Abdoli	Asst. Treasurer	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	No data	No data	No data	No data
2024	$290,428	$2,848,260	$76,833	$-2,557,832
2024	No data	No data	No data	No data
2023	$3,226,958	$584,632	$2,642,326	$2,642,326

California Alliance of Family Owned Businesses