CALIFORNIA CUPA FORUM (EIN 954720243) - 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

1998

Legal Domicile

Principal Officer

DENNIS KARIDIS

Phone

5306760815

Tax Period

2023-07-01 to 2024-06-30

CALIFORNIA CUPA FORUM, founded in 1998, is a community nonprofit in the Community Improvement sector that reported $1.9M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $357K, a strong 19% operating margin.

Mission

THE CALIFORNIA CUPA FORUM WAS FORMED TO PROVIDE A SINGLE STATEWIDE ORGANIZATION CONSOLIDATING UNIFIED PROGRAM IMPLEMENTATION EFFORTS AND REPRESENTING ALL UNIFIED PROGRAM AGENCIES WITH A SINGLE VOICE.

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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 $50,000

Program Service Revenue $1,601,183

Investment Income $226,145

Other Revenue $0

TOTAL REVENUE $1,877,328

Expense Breakdown

Grants Paid $213,121

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,520,521

Other Expenses $1,307,400

TOTAL EXPENSES $1,520,521

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,877,328	$1,644,482	+0.1%
Expenses	$1,520,521	$1,459,647	+0.0%
Net Income	$356,807	$184,835	+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

N/A

Volunteers

550

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
ALVIN LAL	PAST CHAIR	2.00	Director	$0	$0	$0
KRISTEN WARD	BOARD MEMBER	4.00	Director	$0	$0	$0
THOMAS PARKER	BOARD MEMBER	2.00	Director	$0	$0	$0
MARK MOSS	Trustee	4.00	Director	$0	$0	$0
MAJE HOYOS	BOARD MEMBER	2.00	Director	$0	$0	$0
CLARK PICKELL	BOARD MEMBER	2.00	Director	$0	$0	$0
NICOLE HEATH	BOARD MEMBER	2.00	Director	$0	$0	$0
ERIC SCOTT	Trustee	2.00	Director	$0	$0	$0
SHRUTHI SILL	Secretary	4.00	Officer Director	$0	$0	$0
AILEEN MENDOZA	BOARD MEMBER	2.00	Director	$0	$0	$0
MARIO TRESIERRAS	BOARD MEMBER	4.00	Director	$0	$0	$0
GARY CANTWELL	VICE CHAIR	2.00	Officer Director	$0	$0	$0
MICKEY PIERCE	BOARD MEMBER	2.00	Director	$0	$0	$0
LINNEA CHANDLER	BOARD MEMBER	2.00	Director	$0	$0	$0
WAQAR RUSTAM	BOARD MEMBER	2.00	Director	$0	$0	$0
LEE KIRBY	BOARD MEMBER	2.00	Director	$0	$0	$0
NICK CRAIN	BOARD MEMBER	2.00	Director	$0	$0	$0
FRED CHUN	BOARD MEMBER	2.00	Director	$0	$0	$0
JESUS GAONA	BOARD MEMBER	2.00	Director	$0	$0	$0
SCOTT WOODFIN	Trustee	2.00	Director	$0	$0	$0
MARJORIE TERRELL	BOARD MEMBER	4.00	Director	$0	$0	$0
DENNIS KARIDIS	Chairman	2.00	Officer Director	$0	$0	$0
ROYCE LONG	BOARD MEMBER	3.00	Director	$0	$0	$0
ZORAIDA MORENO	BOARD MEMBER	2.00	Director	$0	$0	$0
BRANDEN HENDRIX	Treasurer	4.00	Officer Director	$0	$0	$0
PETER AMAGOST	BOARD MEMBER	2.00	Director	$0	$0	$0
ALYSSA CORDOVA	BOARD MEMBER	2.00	Director	$0	$0	$0
DARWIN CHENG	BOARD MEMBER	2.00	Director	$0	$0	$0
DAVID DUMAIS	BOARD MEMBER	2.00	Director	$0	$0	$0
PATRICK LEDESMA	BOARD MEMBER	2.00	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	$1,877,328	$1,520,521	$11,464,019	$356,807
2023	$1,644,482	$1,459,647	$8,717,102	$184,835
2022	$602,983	$548,569	$8,827,828	$54,414
2021	$704,329	$523,636	$8,496,373	$180,693
2020	$1,470,938	$1,087,199	$8,227,363	$383,739
2019	$1,387,364	$1,144,706	$7,435,076	$242,658
2018	$1,063,151	$940,829	$7,558,337	$122,322

CALIFORNIA CUPA FORUM