CALIFORNIA PUBLIC INTEREST RESEARCH GROUP INC (EIN 942559710) - 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

1978

Legal Domicile

Principal Officer

JENN ENGSTROM

Tax Period

2023-09-01 to 2024-08-31

CALIFORNIA PUBLIC INTEREST RESEARCH GROUP INC, founded in 1978, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2023. Revenue decreased 5% compared to the prior year. Expenses of $1.3M left a modest 3% surplus.

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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 $1,348,030

Program Service Revenue $0

Investment Income $26,671

Other Revenue $0

TOTAL REVENUE $1,374,701

Expense Breakdown

Grants Paid $500,000

Salaries & Benefits $90,856

Fundraising Expenses $223,632

Program Expenses $1,017,129

Other Expenses $740,989

TOTAL EXPENSES $1,331,845

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,374,701	$1,450,595	-0.1%
Expenses	$1,331,845	$901,457	+0.5%
Net Income	$42,856	$549,138	-0.9%

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

$95,945

Total Directors

$214,040

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE BLACKLEDGE	DIRECTOR	1.00	Director	$0	$17,845	$118,095
JENN ENGSTROM	STATE DIRECTOR	20.00	Officer Director	$81,928	$14,017	$95,945
EMILY RUSCH	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH RIDLINGTON	DIRECTOR	1.00	Director	$0	$0	$0
KAT LOCKWOOD	DIRECTOR	1.00	Director	$0	$0	$0
DOUG PHELPS	PRESIDENT	1.00	Officer Director	$0	$0	$0
JULIA PETERS	CLERK	1.00	Officer Director	$0	$0	$0
MICHAEL RUSSO	TREASURER	1.00	Officer Director	$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	$1,374,701	$1,331,845	$21,350,540	$42,856
2023	$1,450,595	$901,457	$20,336,080	$549,138
2022	$1,681,628	$696,271	$19,525,569	$985,357
2021	$1,371,356	$545,922	$18,860,041	$825,434
2020	$1,516,606	$696,414	$15,636,112	$820,192
2019	$1,684,609	$1,087,718	$14,246,396	$596,891
2018	$1,727,802	$1,015,502	$13,572,784	$712,300

CALIFORNIA PUBLIC INTEREST RESEARCH GROUP INC