California Jumptart Coalition

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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

2000

Legal Domicile

Principal Officer

Tena Lozano

Phone

9162312133

Tax Period

2022-01-01 to 2022-12-31

California Jumptart Coalition, founded in 2000, is a micro nonprofit that reported $6K in total revenue in fiscal year 2022. Revenue surged 70% from the prior year, signaling strong growth momentum. Expenses of $74K exceeded revenue, resulting in a 1082% operating deficit.

Mission

Our mission is to improve the personal financial literacy of California's youth: 1. By helping the personal finance education community become more connected, effective and powerful and 2. By supporting the implementation of personal finance education at every level from K-12th grades.

Program Service Accomplishments

Program 1

Expenses: $28,464

Our focus is to have an advocate who is deeply knowledgable and recognized by legislators and staff, to promote the importance of financial literacy in California. Our state is one of the few...

Our focus is to have an advocate who is deeply knowledgable and recognized by legislators and staff, to promote the importance of financial literacy in California. Our state is one of the few remaining states that does not require personal finance education in K-12 schools.

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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 (2022)

Revenue Breakdown

Contributions & Grants $6,088

Program Service Revenue $0

Investment Income $174

Other Revenue $0

TOTAL REVENUE $6,262

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $28,464

Other Expenses $74,002

TOTAL EXPENSES $74,002

Year-over-Year Comparison

	2022	2021	Change
Revenue	$6,262	$3,680	+0.7%
Expenses	$74,002	$116,001	-0.4%
Net Income	$-67,740	$-112,321	-0.4%

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

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
Karen Anderson	Vice President	4.00	Officer Director	$0	$0	$0
Stephanie Lee	Treasurer	4.00	Officer Director	$0	$0	$0
Ann Stahl	Secretary	2.00	Officer Director	$0	$0	$0
John Angelo	Director	1.00	Director	$0	$0	$0
Kathie Blanchette	Director	1.00	Director	$0	$0	$0
Jim Charkins	Director	1.00	Director	$0	$0	$0
Rebecca Gallagher	Chairman	8.00	Officer Director	$0	$0	$0
Bruce Kajiwara	Director	1.00	Director	$0	$0	$0
Lisa Amos	Director	1.00	Director	$0	$0	$0
Abby Ulm	Director	1.00	Director	$0	$0	$0
Hayley McKane	Director	1.00	Director	$0	$0	$0
Ross Slutsky	Director	1.00	Director	$0	$0	$0
Susan Stone	Director	1.00	Director	$0	$0	$0
Andrea Ferrero	Director	1.00	Director	$0	$0	$0
Cathy Washer	Director	1.00	Director	$0	$0	$0
Melissa Webb	Director	1.00	Director	$0	$0	$0
Tena Lozano	Director	1.00	Officer Director	$0	$0	$0
Mitch Freedman	Director	1.00	Director	$0	$0	$0
Denise Gutierrez	Director	1.00	Director	$0	$0	$0
David Lo	Director	1.00	Director	$0	$0	$0
Vera Jacobson-Lundeberg	Director	1.00	Director	$0	$0	$0
Russell Clifford	Director	1.00	Director	$0	$0	$0
Chase Peckham	Director	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
2022	$6,262	$74,002	$527,526	$-67,740
2021	$3,680	$116,001	$595,265	$-112,321
2020	$65,721	$76,714	$707,586	$-10,993
2019	$95,071	$131,201	$718,580	$-36,130
2019	$91,063	$131,201	$714,571	$-40,138
2018	$206,276	$149,891	$754,709	$56,385