CALIFORNIA ALTERNATIVE INVESTMENTS ASSOCIATION (EIN 273063903) - 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

2010

Legal Domicile

Principal Officer

GHUFRAN RIZVI

Phone

4153699646

Tax Period

2024-07-01 to 2025-06-30

CALIFORNIA ALTERNATIVE INVESTMENTS ASSOCIATION, founded in 2010, is a small nonprofit in the Community Improvement sector that reported $280K in total revenue in fiscal year 2024. The organization ran a surplus of $59K, a strong 21% operating margin.

Mission

THE CALIFORNIA ALTERNATIVE INVESTMENTS ASSOCIATION (CALALTS) IS A NON-PROFIT, MEMBER BASED ORGANIZATION FOUNDED TO FOSTER THE GROWTH AND DEVELOPMENT OF THOSE WITHIN THE ALTERNATIVE INVESTMENTS INDUSTRY IN CALIFORNIA THROUGH KNOWLEDGE SHARING, THOUGHT-LEADERSHIP, ADVOCACY OF SOUND BUSINESS PRACTICES, EVENTS, RESOURCES, AND EDUCATIONAL PROGRAMS.

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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 $106,676

Program Service Revenue $172,955

Investment Income $0

Other Revenue $0

TOTAL REVENUE $279,631

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $100,472

Other Expenses $220,859

TOTAL EXPENSES $220,859

Year-over-Year Comparison

	2024	2023	Change
Revenue	$279,631	$282,616	0.0%
Expenses	$220,859	$235,035	-0.1%
Net Income	$58,772	$47,581	+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

N/A

Volunteers

N/A

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
RYAN ROSEN	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE BERGREN	TREASURER	1.00	Director	$0	$0	$0
RACHEL BREWSTER	DIRECTOR	2.00	Director	$0	$0	$0
HOWARD NURTHMAN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID BRADLEY	DIRECTOR	1.00	Director	$0	$0	$0
LILLY PALMER	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT KLEIN	DIRECTOR	1.00	Director	$0	$0	$0
ART ZWICKEL	DIRECTOR	1.00	Director	$0	$0	$0
JIM BOSWELL	DIRECTOR	1.00	Director	$0	$0	$0
ROBIN FINK	DIRECTOR	2.00	Director	$0	$0	$0
MARC WOLF	CHAIRMAN OF THE BOARD	1.00	Officer	$0	$0	$0
SASHA BURSTEIN	SECRETARY	1.00	Officer	$0	$0	$0
ANGELA TY	1ST VICE PRESIDENT	2.00	Officer	$0	$0	$0
GHUFRAN RIZVI	PRESIDENT	2.00	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
2025	$279,631	$220,859	$294,580	$58,772
2024	$282,616	$235,035	$235,808	$47,581
2023	$243,726	$167,918	$188,227	$75,808

CALIFORNIA ALTERNATIVE INVESTMENTS ASSOCIATION