THE CALTECH Y (EIN 951684790) - 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

1948

Legal Domicile

Principal Officer

ATHENA R CASTRO

Phone

6263956163

Tax Period

2023-10-01 to 2024-09-30

THE CALTECH Y, founded in 1948, is a small nonprofit in the Education sector that reported $997K in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. Expenses of $1.2M exceeded revenue, resulting in a 18% operating deficit.

Mission

TO ENRICH STUDENT LIFE AND CHALLENGE STUDENTS TO GROW INTO RESPONSIBLE CITIZENS OF THE WORLD.

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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 $632,090

Program Service Revenue $155,874

Investment Income $183,788

Other Revenue $24,807

TOTAL REVENUE $996,559

Expense Breakdown

Grants Paid $83,181

Salaries & Benefits $667,610

Fundraising Expenses $87,774

Program Expenses $883,716

Other Expenses $427,005

TOTAL EXPENSES $1,179,263

Year-over-Year Comparison

	2023	2022	Change
Revenue	$996,559	$1,094,149	-0.1%
Expenses	$1,179,263	$1,167,583	+0.0%
Net Income	$-182,704	$-73,434	+1.5%

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

354

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
ATHENA R CASTRO	EXECUTIVE DIRECTOR	40.00		$156,718	$12,604	$169,322
MITCH AIKEN	Director	1.00	Director	$0	$0	$0
MADDY CHRISTENSEN	Director	1.00	Director	$0	$0	$0
MANISHA KAPASIAWALA	Director	1.00	Director	$0	$0	$0
SULEKHA KISHORE	Director	1.00	Director	$0	$0	$0
LESLIE MAXFIELD	Director	1.00	Director	$0	$0	$0
RUPA KURINCHI-VENDHAN	EXCOMM PRES	1.00	Director	$0	$0	$0
ANN MOTRUNICH	Director	1.00	Director	$0	$0	$0
SUSAN MURAKAMI	ADV CMT CHAIR	1.00	Director	$0	$0	$0
JIMMY RAGAN	Director	1.00	Director	$0	$0	$0
CINDY BENGTSON BUDZYN	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
NATHAN DALLESKA	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN GILMARTIN	Director	1.00	Director	$0	$0	$0
NICOLAS VON GERSDORFF	VICE CHAIR	2.00	Officer Director	$0	$0	$0
NATE THOMAS	Director	1.00	Director	$0	$0	$0
MICHELE JUDD	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN MAXWELL	TREASURER	2.00	Officer Director	$0	$0	$0
DOUG REES	DIRECTOR	1.00	Director	$0	$0	$0
LUKE ZHOU	Director	1.00	Director	$0	$0	$0
CATHERINE KO	Director	1.00	Director	$0	$0	$0
CATHERINE CLARK	Secretary	2.00	Officer Director	$0	$0	$0
JOSEPH KIM	Director	1.00	Director	$0	$0	$0
MIKE NOLL	DIRECTOR	2.00	Director	$0	$0	$0
DEBBIE DISON-HALL	Dir, Gov Chair	1.00	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	$996,559	$1,179,263	$11,215,884	$-182,704
2023	$1,094,149	$1,167,583	$10,177,502	$-73,434
2022	$1,132,232	$924,197	$9,366,292	$208,035
2021	$4,730,066	$827,956	$10,390,750	$3,902,110
2021	$3,452,205	$748,344	$6,209,969	$2,703,861
2020	$823,515	$845,107	$3,543,860	$-21,592
2019	$784,136	$830,654	$3,553,698	$-46,518
2018	$1,229,117	$906,006	$3,627,798	$323,111

THE CALTECH Y