CALIFORNIA ALTERNATIVE INVESTMENTS… - 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

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.

Program Service Accomplishments

Program 1

Expenses: $67,555 Revenue: $88,300

CALALTS HAS BEEN OFFERING INDUSTRY EDUCATIONAL AND NETWORKING EVENTS FEATURING TOPICAL DISCUSSION OF MATTERS INCLUDING REGULATION, BEST PRACTICES, ECONOMIC OUTLOOK, PORTFOLIO CONSTRUCTION, AND RISK MANAGEMENT. DURING THE YEAR CALALTS HOSTED VARIOUS IN PERSON EDUCATIONAL AND NETWORKING EVENTS AND OVER 25 VIRTUAL EVENTS/MEETINGS THAT SUPPORTED MORE THAN 1000 ATTENDEES.

Program 2

Expenses: $3,900 Revenue: $4,500

CALALTS CONTINUES TO INVEST IN WEBSITE AND COMMUNICATION ENHANCEMENTS DESIGNED TO SERVE OVER 4,500 INDIVIDUALS INCLUDING ITS MEMBERSHIP AND NON-MEMBERS WITHIN THE ALTERNATIVE INVESTMENTS INDUSTRY AT LARGE. COMMUNICATION EFFORTS IN THE FORM OF OUR WEBSITE, EMAILS, VIRTUAL NEWSLETTERS, SOCIAL MEDIA POSTS FOCUS ON PROMOTING THE MISSION OF THE ORGANIZATION THROUGHOUT THE PUBLIC. CALALTS OFFERS EVENTS FOR BOTH MEMBERS AND INTERESTED NONMEMBERS AND CALALTS SUPPORTS INDUSTRY RELATED EVENT ANNOUNCEMENTS AND EVENTS.IN AN EFFORT TO GENERATE ADDITIONAL EDUCATIONAL AND NETWORKING OPPORTUNITIES FOR OUR MEMBERS WE ALSO FORM RELATIONSHIPS WITH OTHER RELATED PROFESSIONAL ASSOCIATIONS. FINALLY, CALALTS HAS VIRTUAL GROUPS THAT SUPPORT THOUGHT LEADERSHIP THROUGHOUT THE INDUSTRY WITH A SPECIFIC EMPHASIS ON KEY AREAS LIKE VC/PE, REAL ESTATE, NEXT GENERATION LEADERS, AND PHILANTHROPY.

Program 3

Expenses: $29,017 Revenue: $32,000

CALALTS CONTINUES TO OFFER FREE MONTHLY EDUCATIONAL WEBINARS AS WELL AS AT LEAST QUARTERLY IN PERSON EVENTS.

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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