CALIFORNIA ALLIANCE FOR RETIRED AM… - Form 990 Financial Data

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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

2004

Legal Domicile

Phone

4155500828

Tax Period

2023-01-01 to 2023-12-31

CALIFORNIA ALLIANCE FOR RETIRED AMERICANS, founded in 2004, is a small nonprofit in the Human Services sector that reported $668K in total revenue in fiscal year 2023. Revenue surged 50% from the prior year, signaling strong growth momentum. Expenses of $626K left a modest 6% surplus.

Mission

To educate senior citizens and retirees on topics relating to their well being.

Program Service Accomplishments

Program 1

Expenses: $523,353

Educated retirees on various senior related topics, including prescription drugs and Social Security and Medicare issues. Information is provided in newsletters and brochures. Membership includes...

Educated retirees on various senior related topics, including prescription drugs and Social Security and Medicare issues. Information is provided in newsletters and brochures. Membership includes approximately 100 organizations which service approximately 600,000 members.

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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 $285,312

Program Service Revenue $0

Investment Income $0

Other Revenue $382,288

TOTAL REVENUE $667,600

Expense Breakdown

Grants Paid $0

Salaries & Benefits $514,884

Fundraising Expenses $43,881

Program Expenses $523,353

Other Expenses $110,827

TOTAL EXPENSES $625,711

Year-over-Year Comparison

	2023	2022	Change
Revenue	$667,600	$445,138	+0.5%
Expenses	$625,711	$505,132	+0.2%
Net Income	$41,889	$-59,994	-1.7%

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

N/A

Employees

Volunteers

1000

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

$112,336

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JODI REID	Executive Direc	55.00	Director	$112,336	$0	$112,336
NAN BRASMER	Pres Emerita	5.00	Officer	$0	$0	$0
TOM RANKIN	Vice President	5.00	Officer	$0	$0	$0
RICHARD HOLOBER	Secretary	8.00	Officer	$0	$0	$0
RICHARD BENSON	Vice President	5.00	Officer	$0	$0	$0
ADDIE BRINKLEY	Vice President	5.00	Officer	$0	$0	$0
PAULINE BROOKS	President	15.00	Officer	$0	$0	$0
CINDY YOUNG	Vice President	5.00	Officer	$0	$0	$0
DANIEL PRINCE	Vice President	5.00	Officer	$0	$0	$0
LARRY MAROTTA	Vice President	5.00	Officer	$0	$0	$0
HENE KELLY	Vice President	5.00	Officer	$0	$0	$0
KRIS ORGAN	Vice President	5.00	Officer	$0	$0	$0
ROBERT TURNER	Vice President	5.00	Officer	$0	$0	$0
TISH OCHOA	Treasurer	8.00	Officer	$0	$0	$0
KEITH UMEMOTO	Vice President	5.00	Officer	$0	$0	$0
BONNIE PETTY	Vice President	5.00	Officer	$0	$0	$0
JACQUETTA ALEXANDER	Vice President	5.00	Officer	$0	$0	$0
EDITHA ADAMS	Vice President	5.00	Officer	$0	$0	$0
MYRTLE BRAXTON-ELLINGTON	Vice President	5.00	Officer	$0	$0	$0
NEPHI HANCOCK	Vice President	5.00	Officer	$0	$0	$0
JO CARSON	Vice President	5.00	Officer	$0	$0	$0
MARY ROSE ORTEGA	Vice President	5.00	Officer	$0	$0	$0
RONNIE KINNEY	Vice President	5.00	Officer	$0	$0	$0
LOUIE DURAN	Vice President	5.00	Officer	$0	$0	$0
DIANA MADOSHI	Vice President	5.00	Officer	$0	$0	$0
ERNEST HARRIS	Vice President	5.00	Officer	$0	$0	$0
MICHELLE KRUG	Vice President	5.00	Officer	$0	$0	$0
KATHRYN DONAHUE	Vice President	5.00	Officer	$0	$0	$0
MIKE FURSMAN	Vice President	5.00	Officer	$0	$0	$0
GAYLE CHENOWITH	VP At Large	5.00	Officer	$0	$0	$0
TISH LEON	Vice President	5.00	Officer	$0	$0	$0
WINDSOR YOUNG	Vice President	5.00	Officer	$0	$0	$0
CT WEBER	Vice President	5.00	Officer	$0	$0	$0
PAT STANYO	Vice President	5.00	Officer	$0	$0	$0
DAVID WILLIAMS	Vice President	5.00	Officer	$0	$0	$0
JANIE WHITEFORD	Vice President	5.00	Officer	$0	$0	$0
RAMON CASTELLBLANCH	Vice President	5.00	Officer	$0	$0	$0
MARGARET SHELLEDA	Vice President	5.00	Officer	$0	$0	$0
NADINE PEYRUCAIN	Vice President	5.00	Officer	$0	$0	$0
MICHAEL NYE	Vice President	5.00	Officer	$0	$0	$0
SANDRA JOHNSON-SIMON	Vice President	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	No data	No data	No data	No data
2023	$667,600	$625,711	$3,186	$41,889
2022	$445,138	$505,132	$17,222	$-59,994
2021	$465,258	$363,593	$77,216	$101,665
2020	$279,223	$286,386	$34,297	$-7,163
2019	$447,106	$458,205	$15,489	$-11,099
2018	$385,879	$494,634	$27,224	$-108,755

CALIFORNIA ALLIANCE FOR RETIRED AMERICANS