California Special Districts Association (EIN 237065662) - 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

1969

Legal Domicile

Principal Officer

Neil McCormick

Phone

9164427887

Tax Period

2024-01-01 to 2024-12-31

California Special Districts Association, founded in 1969, is a community nonprofit that reported $8.0M in total revenue in fiscal year 2024. Expenses of $7.4M left a modest 7% surplus.

Mission

CSDA is the voice for all special districts, providing members with the resources necessary to best serve their communities.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $7,485,684

Investment Income $412,103

Other Revenue $63,099

TOTAL REVENUE $7,960,886

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,860,587

Fundraising Expenses $0

Other Expenses $2,518,184

TOTAL EXPENSES $7,378,771

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,960,886	$7,398,524	+0.1%
Expenses	$7,378,771	$7,009,527	+0.1%
Net Income	$582,115	$388,997	+0.5%

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

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

$639,076

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Neil McCormick	CEO	40.00	Officer	$355,335	$29,887	$385,222
Kyle Packham	Advocacy & Public Affairs Director	40.00		$224,579	$29,584	$254,163
Rick Wood	CFO	40.00	Officer	$224,270	$29,584	$253,854
Mustafa Hessabi	Chief General Counsel	40.00		$218,155	$21,878	$240,033
Aaron Avery	Legislative Rep	40.00		$187,585	$7,390	$194,975
Cassandra Decker-Strawn	MS & Comms Dir.	40.00		$160,990	$12,209	$173,199
Megan Hemming	Prof Dev Director	40.00		$138,490	$23,684	$162,174
Dane Wadle	SR Field Coord.	40.00		$132,438	$21,122	$153,560
Anthony Tannehill	Legislative Rep	40.00		$120,360	$0	$120,360
Don Bartz CSDM	Treasurer	1.00	Officer Director	$0	$0	$0
Ryan Clausnitzer CSDM	Former Chair	1.00	Officer Director	$0	$0	$0
Scott Duffield	Member	1.00	Director	$0	$0	$0
Vincent C Ferrante	Member	1.00	Director	$0	$0	$0
Jerry Gillmore	Member	1.00	Director	$0	$0	$0
Curtis Jorritsma	Member	1.00	Director	$0	$0	$0
Peter J Kampa CSDM	Vice Chair	1.00	Officer Director	$0	$0	$0
Jo MacKenzie	Member	1.00	Director	$0	$0	$0
Elaine Magner	Chair	1.00	Officer Director	$0	$0	$0
Antonio Martinez	Member	1.00	Director	$0	$0	$0
Noelle Mattock	Member	1.00	Director	$0	$0	$0
Greg P Orsini	Member	1.00	Director	$0	$0	$0
Patrick Ostly	Member	1.00	Director	$0	$0	$0
Lorenzo Rios	Secretary	1.00	Officer Director	$0	$0	$0
Fred Ryness	Member	1.00	Director	$0	$0	$0
Arlene Schafer	Member	1.00	Director	$0	$0	$0
Kim Seney	Member	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
2024	$7,960,886	$7,378,771	$10,838,142	$582,115
2023	$7,398,524	$7,009,527	$9,990,516	$388,997
2022	$6,026,532	$5,862,448	$9,318,904	$164,084
2021	$5,599,644	$5,455,313	$9,048,711	$144,331
2020	$4,887,113	$4,623,663	$7,845,355	$263,450
2019	$5,439,622	$5,070,567	$7,127,766	$369,055
2018	$5,087,805	$4,561,676	$6,389,410	$526,129

California Special Districts Association