Coalition of California Utility Employees (EIN 954480886) - 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

1994

Legal Domicile

Principal Officer

COLIN LAVIN

Phone

9098604239

Tax Period

2023-01-01 to 2023-12-31

Coalition of California Utility Employees, founded in 1994, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion.

Mission

THE OBJECTIVE OF THE COALITION IS TO PROMOTE SOCIAL WELFARE BY REPRESENTING THE INTERESTS OF THE MEMBERS AND THEIR FAMILIES WHOSE LOCAL UNIONS ARE AFFILIATED WITH THE COALITION. THE INTERESTS OF THE MEMBERS ARISE FROM THEIR UNIQUE ROLES AS BOTH PROVIDERS OF ELECTRIC SERVICE AND RESIDENTIAL CUSTOMERS. THE COALITION WILL REPRESENT THE MEMBERS IN BOTH OF THESE ROLES. THE INTERESTS OF THE MEMBERS IN THESE ROLES INCLUDE THEIR ECONOMIC WELFARE; PROTECTION OF THE ENVIRONMENT; THE QUALITY OF ELECTRICAL SERVICE PROVIDED TO CUSTOMERS; FAIR RATES FOR RESIDENTIAL AND OTHER CUSTOMERS; DIVERSE, SECURE AND RELIABLE SOURCES OF ELECTRICITY FOR RESIDENTIAL AND OTHER CUSTOMERS; AND A FAIR RETURN FOR UTILITY STOCKHOLDERS.

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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 $2,036,402

Investment Income $0

Other Revenue $525

TOTAL REVENUE $2,036,927

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $2,003,514

TOTAL EXPENSES $2,003,514

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,036,927	$1,783,397	+0.1%
Expenses	$2,003,514	$1,818,783	+0.1%
Net Income	$33,413	$-35,386	-1.9%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BOB DEAN	CHAIRMAN	1.0	Officer	$0	$0	$0
COLIN LAVIN	TREASURER	1.0	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	No data	No data	No data	No data
2023	$2,036,927	$2,003,514	$691,861	$33,413
2022	$1,783,397	$1,818,783	$658,448	$-35,386
2021	$2,018,535	$1,563,963	$693,834	$454,572
2020	$1,729,867	$1,673,964	$239,262	$55,903
2019	$1,861,298	$1,764,138	$183,359	$97,160
2018	$1,768,464	$1,761,511	$86,199	$6,953

Coalition of California Utility Employees