CALIFORNIA FEDERATION OF WOMENS CL (EIN 950700746) - 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

1907

Legal Domicile

Principal Officer

PATRICIA FRANK

Phone

7142170462

Tax Period

2024-06-01 to 2025-05-31

CALIFORNIA FEDERATION OF WOMENS CL, founded in 1907, is a small nonprofit that reported $158K in total revenue in fiscal year 2024. The organization ran a surplus of $49K, a strong 31% operating margin.

Mission

PROMOTION OF SOCIAL WELFARE AND SCHOLORSHIPS FOR THE ARTS

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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 $54,899

Program Service Revenue $0

Investment Income $826

Other Revenue $102,579

TOTAL REVENUE $158,304

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $109,744

Other Expenses $109,744

TOTAL EXPENSES $109,744

Year-over-Year Comparison

	2024	2023	Change
Revenue	$158,304	N/A	N/A
Expenses	$109,744	N/A	N/A
Net Income	$48,560	N/A	N/A

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

N/A

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
HELENEE CRUZ	HOUSE CHAIR	Director	$0	$0	$0
PAT OGREN	SPECIAL EVENTS CHAIR	Director	$0	$0	$0
CAROL SCHOTT	TRUSTEE	Director	$0	$0	$0
HILARY LACHER	TRUSTEE	Director	$0	$0	$0
PAT OGREN	PRESIDENT	Officer	$0	$0	$0
MIMI PERALTA	1ST VICE PRESIDENT	Officer	$0	$0	$0
PAM MILES	2ND VICE PRESIDENT	Officer	$0	$0	$0
PAM HILTON	RECORDING SECRETARY	Officer	$0	$0	$0
PATRICIA FRANK	TREASURER	Officer	$0	$0	$0
PAM MILES	FINANCIAL SECRETARY	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
2025	$158,304	$109,744	$410,811	$48,560
2024	$149,842	$78,895	$357,689	$70,947
2023	$172,341	$137,631	$595,098	$34,710
2022	$162,058	$134,325	$378,089	$27,733
2021	$32,148	$12,989	$294,555	$19,159
2020	$60,050	$14,773	$275,052	$45,277
2019	$13,841	$24,749	$235,703	$-10,908

CALIFORNIA FEDERATION OF WOMENS CL