CALIFORNIA AGGIE ALUMNI ASSOCIATION (EIN 237156901) - 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

1972

Legal Domicile

Principal Officer

DANA ALLEN

Phone

5307520286

Tax Period

2024-07-01 to 2025-06-30

CALIFORNIA AGGIE ALUMNI ASSOCIATION, founded in 1972, is a community nonprofit in the Education sector that reported $1.9M in total revenue in fiscal year 2024. Expenses of $2.6M exceeded revenue, resulting in a 37% operating deficit.

Mission

CALIFORNIA AGGIE ALUMNI ASSOCIATION'S MISSION IS TO ADVANCE THE INTEREST AND PROMOTE THE WELFARE OF THE UNIVERSITY AND ITS ALUMNI.

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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 $17,400

Program Service Revenue $1,813,113

Investment Income $81,961

Other Revenue $0

TOTAL REVENUE $1,912,474

Expense Breakdown

Grants Paid $180,923

Salaries & Benefits $1,669,737

Fundraising Expenses $0

Program Expenses $1,664,036

Other Expenses $776,039

TOTAL EXPENSES $2,626,699

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,912,474	$1,961,756	0.0%
Expenses	$2,626,699	$2,561,533	+0.0%
Net Income	$-714,225	$-599,777	+0.2%

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

300

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

$306,340

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANA ALLEN	EXECUTIVE DI	40.00	Key Emp	$215,904	$90,436	$306,340
PAULINE METZGAR	PROGRAM DIRE	40.00	Highest	$134,592	$50,703	$185,295
ANU JOHL SINGH	PRESIDENT	1.00	Director	$0	$0	$0
DEBORAH THOMPSON AUSTIN	VICE PRESIDE	1.00	Director	$0	$0	$0
MEGAN FIANDACA	DIRECTOR	1.00	Director	$0	$0	$0
LINA MENDEZ	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN VICTOR	DIRECTOR	1.00	Director	$0	$0	$0
JAY WEISBROD	DIRECTOR	1.00	Director	$0	$0	$0
GINGER WELSH	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT AGUALLO	DIRECTOR	1.00	Director	$0	$0	$0
BESSIE CHU	DIRECTOR	1.00	Director	$0	$0	$0
MARCIELA CORBIN	DIRECTOR	1.00	Director	$0	$0	$0
MARK DIAZ	DIRECTOR	1.00	Director	$0	$0	$0
JEFF FUCCI	DIRECTOR	1.00	Director	$0	$0	$0
KATHLEEN FULLERTON	DIRECTOR	1.00	Director	$0	$0	$0
TREVOR LONGMAN	DIRECTOR	1.00	Director	$0	$0	$0
SHAIVYA PADIA	DIRECTOR	1.00	Director	$0	$0	$0
KARIM POONJA	DIRECTOR	1.00	Director	$0	$0	$0
ARTEM TROTSYUK	DIRECTOR	1.00	Director	$0	$0	$0
JEFF JARVIS	DIRECTOR	1.00	Director	$0	$0	$0
JESSE RODRIGUEZ	DIRECTOR	1.00	Director	$0	$0	$0
TERON MCGREW	DIRECTOR	1.00	Director	$0	$0	$0
DEBBY STEGURA	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
2025	$1,912,474	$2,626,699	$9,518,603	$-714,225
2024	No data	No data	No data	No data
2023	$1,877,170	$2,341,822	$7,450,009	$-464,652
2022	$1,667,455	$1,968,222	$6,927,954	$-300,767
2021	$1,694,563	$1,856,562	$7,429,243	$-161,999
2020	$1,771,677	$2,146,859	$6,269,334	$-375,182
2019	$2,243,729	$2,749,463	$6,807,243	$-505,734
2018	$2,128,638	$2,650,019	$6,752,059	$-521,381

CALIFORNIA AGGIE ALUMNI ASSOCIATION