CALIF WORKERS' COMPENSATION INSTITUTE (EIN 941591595) - 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

ALEX SWEDLOW

Phone

5102519470

Tax Period

2023-01-01 to 2023-12-31

CALIF WORKERS' COMPENSATION INSTITUTE, founded in 1964, is a community nonprofit that reported $4.8M in total revenue in fiscal year 2023. Expenses of $4.3M left a modest 11% surplus.

Mission

RESEARCH, COMMUNICATION, REPRESENTATION & EDUCATION TO IMPROVE CA WORKERS' COMP 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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $4,545,596

Investment Income $192,256

Other Revenue $34,079

TOTAL REVENUE $4,771,931

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,414,800

Fundraising Expenses $0

Other Expenses $853,155

TOTAL EXPENSES $4,267,955

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,771,931	$4,515,375	+0.1%
Expenses	$4,267,955	$4,257,704	+0.0%
Net Income	$503,976	$257,671	+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

$1,242,968

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIC HANSEN	ACTING CHAIR	1.00	Officer Director	$0	$0	$0
SHARON THALER	CHAIR (THRU 11/08/23)	1.00	Officer Director	$0	$0	$0
ERIC BELK	DIRECTOR	1.00	Director	$0	$0	$0
MARTIN BRADY	DIRECTOR	1.00	Director	$0	$0	$0
MARY CAPELLI-SCHELLPFEFFER	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE CLOSSER	DIRECTOR (THRU 03/08/23)	1.00	Director	$0	$0	$0
MICHAEL CUNNINGHAM	DIRECTOR	1.00	Director	$0	$0	$0
NEIL DEBLOCK	DIRECTOR	1.00	Director	$0	$0	$0
IRA FEUERLICHT	DIRECTOR (THRU 06/20/23)	1.00	Director	$0	$0	$0
MICHAEL GILL	DIRECTOR	1.00	Director	$0	$0	$0
AMANDA GRANGER	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE HALSTENRUD	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT HUGHES	DIRECTOR (THRU 03/08/23)	1.00	Director	$0	$0	$0
JIM HURLEY	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT LANGE	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW LINKHART	DIRECTOR	1.00	Director	$0	$0	$0
KRIS MATHIS	DIRECTOR	1.00	Director	$0	$0	$0
DAVE MCGOWAN	DIRECTOR	1.00	Director	$0	$0	$0
NICHOLAS NARDINI	DIRECTOR	1.00	Director	$0	$0	$0
ADNAN PATHAN	DIRECTOR	1.00	Director	$0	$0	$0
MARY BETH PITTINGER	DIRECTOR	1.00	Director	$0	$0	$0
TIM ROBERTS	DIRECTOR	1.00	Director	$0	$0	$0
DWIGHT ROBERTSON	DIRECTOR (THRU 08/30/23)	1.00	Director	$0	$0	$0
JEFF RUSH	DIRECTOR	1.00	Director	$0	$0	$0
CARMEN SHARP	DIRECTOR	1.00	Director	$0	$0	$0
JUSTIN SMITH	DIRECTOR	1.00	Director	$0	$0	$0
VERNON STEINER	DIRECTOR	1.00	Director	$0	$0	$0
PEGGY SUGARMAN	DIRECTOR (THRU 03/08/23)	1.00	Director	$0	$0	$0
CHRISTOPHER THURMAN	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH WELLS	DIRECTOR (THRU 03/08/23)	1.00	Director	$0	$0	$0
MATTHEW ZENDER	DIRECTOR	1.00	Director	$0	$0	$0
PAUL ZIEGLER	DIRECTOR	1.00	Director	$0	$0	$0
ALEX SWEDLOW	PRESIDENT	40.00	Officer	$530,724	$85,255	$615,979
RENA DAVID	SVP RESEARCH & OPS/CFO/CORP TREASURER	40.00	Officer	$295,779	$79,093	$374,872
SARA WIDENER-BRIGHTWELL	SVP CLAIMS/GENERAL COUNSEL/CORP SECRETARY	40.00	Officer	$215,380	$36,737	$252,117
RAWINTARA ADEL	TECHNICAL OPERATIONS MANAGER	40.00	Highest	$233,212	$36,446	$269,658
STEPHEN HAYES	SENIOR RESEARCH ASSOCIATE	40.00	Highest	$211,715	$34,808	$246,523
ROBERT YOUNG	COMMUNICATIONS DIRECTOR	40.00	Highest	$183,993	$33,639	$217,632
ROBERT BULLIS	SENIOR RESEARCH ASSOCIATE	40.00	Highest	$151,745	$50,585	$202,330
CHINNARAJU SELVAN	LEAD DATABASE ADMIN	40.00	Highest	$137,177	$50,215	$187,392

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
2023	$4,771,931	$4,267,955	$13,113,372	$503,976
2022	$4,515,375	$4,257,704	$10,428,884	$257,671
2021	$4,424,452	$4,151,333	$10,081,033	$273,119
2020	$4,499,921	$4,153,611	$10,021,547	$346,310
2019	$4,037,212	$3,952,322	$8,252,676	$84,890
2018	$4,108,143	$3,906,488	$7,688,605	$201,655

CALIF WORKERS' COMPENSATION INSTITUTE