THE COMMONWEALTH CLUB - WORLD AFFAIRS OF CALIFORNIA (EIN 940399260) - 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

1903

Legal Domicile

Principal Officer

DR GLORIA C DUFFY

Phone

4155976700

Tax Period

2024-07-01 to 2025-06-30

THE COMMONWEALTH CLUB - WORLD AFFAIRS OF CALIFORNIA, founded in 1903, is a community nonprofit in the Unknown sector that reported $8.6M in total revenue in fiscal year 2024. Revenue fell 65% from the prior year — a significant decline worth monitoring. Expenses of $7.9M left a modest 8% surplus.

Mission

TO BE THE LEADING NATIONAL FORUM OPEN TO ALL FOR THE IMPARTIAL DISCUSSION (CONTINUED ON SCH. O)OF IMPORTANT PUBLIC ISSUES THAT AFFECT MEMBERSHIP, COMMUNITY, AND THE NATION.

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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 $6,169,462

Program Service Revenue $1,155,902

Investment Income $618,281

Other Revenue $618,893

TOTAL REVENUE $8,562,538

Expense Breakdown

Grants Paid $472,000

Salaries & Benefits $4,695,071

Fundraising Expenses $1,049,603

Program Expenses $5,362,177

Other Expenses $2,713,131

TOTAL EXPENSES $7,880,202

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,562,538	$24,489,161	-0.7%
Expenses	$7,880,202	$8,826,147	-0.1%
Net Income	$682,336	$15,663,014	-1.0%

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

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

$550,094

Total Directors

$362,092

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR GLORIA C DUFFY	CO-PRESIDENT/CO-CEO	40.00	Officer Director	$62,412	$20,117	$82,529
PHILIP W YUN	CO-PRESIDENT/CO-CEO	40.00	Officer Director	$279,563	$0	$279,563
MARTHA RYAN	CO-CHAIR. BOARD & EXECUTIVE COMP.	2.00	Officer Director	$0	$0	$0
JONATHAN VISBAL	CO-CHAIR. BOARD & EXECUTIVE COMP.	2.00	Officer Director	$0	$0	$0
JOHN BOLAND	BOARD VICE-CHAIR	2.00	Officer Director	$0	$0	$0
ROBERT SIMS	BOARD SECRETARY	2.00	Officer Director	$0	$0	$0
EVELYN DILSAVER	BOARD TREASURER & CHAIR, FINANCE	2.00	Officer Director	$0	$0	$0
ANNA WM MOK	CO-CHAIR, NOMINATING & GOVERNANCE	2.00	Officer Director	$0	$0	$0
BRYAN WEISBARD	CO-CHAIR, NOMINATING & GOVERNANCE	2.00	Officer Director	$0	$0	$0
DEAN FEALK	CHAIR, AUDIT	2.00	Officer Director	$0	$0	$0
STEVE KRAUSZ	CHAIR, INVESTMENT SUB-COMMITTEE	2.00	Officer Director	$0	$0	$0
DON WEN	CHAIR, MEMBERSHIP & MARKETING	2.00	Officer Director	$0	$0	$0
SKIP RHODES	CO-CHAIR, DEVELOPMENT COMMITTEE	2.00	Officer Director	$0	$0	$0
FRANCESCA STERLING	CO-CHAIR, DEVELOPMENT COMMITTEE	2.00	Officer Director	$0	$0	$0
JOSEPH I EPSTEIN	CO-CHAIR, PROGRAM STRATEGIES	2.00	Officer Director	$0	$0	$0
AVANISH SAHAI	CO-CHAIR, PROGRAM STRATEGIES	2.00	Officer Director	$0	$0	$0
MICHAEL BAKER	CHAIR, CHAPTER & AFFILIATES	2.00	Officer Director	$0	$0	$0
DR CAROL A FLEMING	CHAIR, MEMBER-LED FORUMS	2.00	Officer Director	$0	$0	$0
ROBERT ADAMS	DIRECTOR - CCC	2.00	Director	$0	$0	$0
DR MARY G F BITTERMAN	DIRECTOR - CCC	2.00	Director	$0	$0	$0
SUSIE CRANSTON	DIRECTOR - CCC	2.00	Director	$0	$0	$0
KENNETH GUERNSEY	DIRECTOR - WA	2.00	Director	$0	$0	$0
BEN HOLZEMER	DIRECTOR - WA	2.00	Director	$0	$0	$0
RAVI POTHARLANKA	DIRECTOR - WA	2.00	Director	$0	$0	$0
YUMI SERA	DIRECTOR - WA	2.00	Director	$0	$0	$0
WILLIAM ADAMS	DIRECTOR	2.00	Director	$0	$0	$0
WILLIE ADAMS	DIRECTOR	2.00	Director	$0	$0	$0
SCOTT ANDERSON	DIRECTOR	2.00	Director	$0	$0	$0
SIGURD ANDERSON	DIRECTOR	2.00	Director	$0	$0	$0
DAN ASHLEY	DIRECTOR	2.00	Director	$0	$0	$0
JEFFREY BLEICH	DIRECTOR	2.00	Director	$0	$0	$0
J DENNIS BONNEY	DIRECTOR	2.00	Director	$0	$0	$0
MARYLES CASTO	DIRECTOR	2.00	Director	$0	$0	$0
CLAUDINE CHENG	DIRECTOR	2.00	Director	$0	$0	$0
DAVID CHUN	DIRECTOR	2.00	Director	$0	$0	$0
CHARLES M COLLINS	DIRECTOR	2.00	Director	$0	$0	$0
MARY CRANSTON	DIRECTOR	2.00	Director	$0	$0	$0
DR KERRY P CURTIS	DIRECTOR	2.00	Director	$0	$0	$0
DORIAN DALEY	DIRECTOR	2.00	Director	$0	$0	$0
JEFFREY A FARBER	DIRECTOR	2.00	Director	$0	$0	$0
JOHN FARMER	DIRECTOR	2.00	Director	$0	$0	$0
LESLIE SAUL GARVIN	DIRECTOR	2.00	Director	$0	$0	$0
RICHARD GUGGENHEIM	DIRECTOR	2.00	Director	$0	$0	$0
GERALD HARRIS	DIRECTOR	2.00	Director	$0	$0	$0
PETER HILL	DIRECTOR	2.00	Director	$0	$0	$0
MARY HUSS	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL ISIP	DIRECTOR	2.00	Director	$0	$0	$0
NORA JAMES	DIRECTOR	2.00	Director	$0	$0	$0
HOLLY KERNAN	DIRECTOR	2.00	Director	$0	$0	$0
DR ROBERT LEE KILPATRICK	DIRECTOR	2.00	Director	$0	$0	$0
STANLEY KNIGHT	DIRECTOR	2.00	Director	$0	$0	$0
ALEXIS KRIVKOVICH	DIRECTOR	2.00	Director	$0	$0	$0
DAVID LEIMSIEDER	DIRECTOR	2.00	Director	$0	$0	$0
NANCY TRAVERS LUCAS	DIRECTOR	2.00	Director	$0	$0	$0
DAVE MCMURTRY	DIRECTOR	2.00	Director	$0	$0	$0
LENNY MENDONCA	DIRECTOR	2.00	Director	$0	$0	$0
MICHELLE MEOW	DIRECTOR	2.00	Director	$0	$0	$0
JAMES A MOORE	DIRECTOR	2.00	Director	$0	$0	$0
DJ PATIL	DIRECTOR	2.00	Director	$0	$0	$0
KEN PETRILLA	DIRECTOR	2.00	Director	$0	$0	$0
JASON PHILLIPS	DIRECTOR	2.00	Director	$0	$0	$0
CAROL POSSIN	DIRECTOR	2.00	Director	$0	$0	$0
ANDREW POWELL	DIRECTOR	2.00	Director	$0	$0	$0
BILL RING	DIRECTOR	2.00	Director	$0	$0	$0
GEORGE D SMITH JR	DIRECTOR	2.00	Director	$0	$0	$0
DAVID SPENCER	DIRECTOR	2.00	Director	$0	$0	$0
JAMES STROTHER	DIRECTOR	2.00	Director	$0	$0	$0
HON TAD TAUBE	DIRECTOR	2.00	Director	$0	$0	$0
SRIRAM VISWANATHAN	DIRECTOR	2.00	Director	$0	$0	$0
TERRY VOGT	DIRECTOR	2.00	Director	$0	$0	$0
DR COLLEEN B WILCOX	DIRECTOR	2.00	Director	$0	$0	$0
BRENDA WRIGHT	DIRECTOR	2.00	Director	$0	$0	$0
KATIE ZOGLIN	DIRECTOR	2.00	Director	$0	$0	$0
NICHOLAS C LEON	VP FINANCE & CFO	40.00	Officer	$187,302	$700	$188,002
MICHELLE D'ALO	VP DEVELOPMENT & PROGRAMS	40.00	Highest	$184,935	$0	$184,935
LAUREN D SILVER	VP EDUCATION	40.00	Highest	$158,747	$19,142	$177,889
ALEJANDRO HERNANDEZ	VP FACILITIES	40.00	Highest	$161,315	$10,272	$171,587
JENNY PARK TIEU	MANAGING DIRECTOR - CLIMATE ONE	40.00	Highest	$143,140	$9,972	$153,112
JARROD L SPORT	VP & EXEC. NARR. PROD. (THRU 1/25)	40.00	Highest	$135,000	$8,285	$143,285

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	$8,562,538	$7,880,202	$44,938,548	$682,336
2024	$24,489,161	$8,826,147	$44,329,729	$15,663,014
2023	$6,646,897	$8,230,986	$31,331,311	$-1,584,089
2022	$9,042,848	$7,769,667	$32,955,345	$1,273,181
2021	$6,700,106	$6,914,419	$33,788,592	$-214,313
2020	$9,226,534	$8,604,452	$34,005,907	$622,082
2019	$11,054,383	$9,904,463	$34,343,588	$1,149,920

THE COMMONWEALTH CLUB - WORLD AFFAIRS OF CALIFORNIA