CALIF WORKFORCE CONNECTION (EIN 941567931) - 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

1964

Legal Domicile

Principal Officer

JAMES THOMAS

Phone

8188944246

Tax Period

2024-07-01 to 2025-06-30

CALIF WORKFORCE CONNECTION, founded in 1964, is a small nonprofit that reported $146K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $42K, a strong 29% operating margin.

Mission

EDUCATION AND PROFESSIONAL GROWTH FOR MEMBERS

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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 $0

Program Service Revenue $126,085

Investment Income $13,053

Other Revenue $6,495

TOTAL REVENUE $145,633

Expense Breakdown

Grants Paid $0

Salaries & Benefits $17,851

Fundraising Expenses $0

Other Expenses $85,397

TOTAL EXPENSES $103,248

Year-over-Year Comparison

	2024	2023	Change
Revenue	$145,633	$158,487	-0.1%
Expenses	$103,248	$124,502	-0.2%
Net Income	$42,385	$33,985	+0.2%

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

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

$9,125

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES THOMAS	President	10.00	Officer	$0	$0	$0
VERLETTA MOELLER	1st Vice President	10.00	Officer	$0	$0	$0
ARLENE BAUTISTA	2nd Vice President	10.00	Officer	$0	$0	$0
PHILLIP DWYER	Treasurer	10.00	Officer	$5,400	$0	$5,400
LUCELY TUT	Membership Chair	10.00	Officer	$2,625	$0	$2,625
NANETTE BOWMAN	Secretary	10.00	Officer	$1,100	$0	$1,100

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	$145,633	$103,248	$575,514	$42,385
2024	No data	No data	No data	No data
2023	$155,253	$105,197	$504,635	$50,056
2021	$257,016	$75,474	$395,549	$181,542

CALIF WORKFORCE CONNECTION