CALIFORNIA BANKRUPTCY FORUM

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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

1990

Legal Domicile

Principal Officer

JASON RIOS

Phone

7146326800

Tax Period

2023-04-01 to 2024-03-31

CALIFORNIA BANKRUPTCY FORUM, founded in 1990, is a small nonprofit in the Public & Societal Benefit sector that reported $548K in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $123K, a strong 22% operating margin.

Mission

TO OVERSEE THE TIMELY ADMINISTRATION OF THE LOCAL AND STATEWIDE NEEDS OF BANKRUPTCY PROFESSIONALS, INCLUDING EDUCATIONAL SUPPORT WITH PROGRAMS FOR ATTORNEYS, OTHER INSOLVENCY PROFESSIONALS, AND THE COMMUNITY TO BETTER SERVE BOTHTHE COMMUNITY AND THE PROFESSION.

Program Service Accomplishments

Program 1

Expenses: $358,252 Revenue: $518,159

ANNUAL CONFERENCES DURING THE MONTH OF MAY FOR MEMBERS WHO WISH TO ATTEND. CONFERENCE INCLUDES SPEAKERS ON AREAS OF BANKRUPTCY, WITH EXPENSES COVERED BY ATTENDANCE FEES.

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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 $33,085

Program Service Revenue $515,019

Investment Income $0

Other Revenue $0

TOTAL REVENUE $548,104

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $358,252

Other Expenses $425,141

TOTAL EXPENSES $425,141

Year-over-Year Comparison

	2023	2022	Change
Revenue	$548,104	$417,325	+0.3%
Expenses	$425,141	$436,869	0.0%
Net Income	$122,963	$-19,544	-7.3%

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

N/A

Volunteers

100

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
HOWARD BAILEY ARCH	DIRECTOR	1.00	Director	$0	$0	$0
JULIA GLOSSON ISHII	DIRECTOR	1.00	Director	$0	$0	$0
LISA LENHERR	DIRECTOR	1.00	Director	$0	$0	$0
PETER SAUER	DIRECTOR	1.00	Director	$0	$0	$0
GABRIEL WADDELL	DIRECTOR	1.00	Director	$0	$0	$0
TINHO MANG	DIRECTOR	1.00	Director	$0	$0	$0
MISTY PERRY ISAACSON	DIRECTOR	1.00	Director	$0	$0	$0
LOVEE SARENAS	DIRECTOR	1.00	Director	$0	$0	$0
SHARON KOPMAN	DIRECTOR	1.00	Director	$0	$0	$0
MARSHALL HOGAN	DIRECTOR	1.00	Director	$0	$0	$0
RIKA KIDO	DIRECTOR	1.00	Director	$0	$0	$0
KAILEY WRIGHT	DIRECTOR	1.00	Director	$0	$0	$0
DAVID CUSICK	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW GILBERT	DIRECTOR	1.00	Director	$0	$0	$0
GFANNY CHERNG	DIRECTOR	1.00	Director	$0	$0	$0
SHELBY POTEET	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD MARSHACK	SECRETARY	5.00	Officer	$0	$0	$0
MAGGIE SCHROEDTER	VICE PRESIDENT	5.00	Officer	$0	$0	$0
JOHN TEDFORD	PRESIDENT	5.00	Officer	$0	$0	$0
JASON RIOS	TREASURER	5.00	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
2024	$548,104	$425,141	$578,788	$122,963
2023	$417,325	$436,869	$455,825	$-19,544
2022	$353,918	$339,608	$517,868	$14,310
2021	$52,119	$254,332	$502,796	$-202,213
2020	$476,115	$491,650	$706,264	$-15,535
2019	$452,627	$491,991	$720,544	$-39,364