CARLSBAD CITY EMPLOYEES ASSOCIATION

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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

2014

Legal Domicile

Principal Officer

MAYRA TURCHIANO

Tax Period

2023-09-01 to 2024-08-31

CARLSBAD CITY EMPLOYEES ASSOCIATION, founded in 2014, is a micro nonprofit in the Employment sector that reported $65K in total revenue in fiscal year 2023. Expenses of $58K left a modest 11% surplus.

Mission

THE ASSOCIATION PROVIDES EFFECTIVE REPRESENTATION FOR ITS MEMBERS ON ALL EMPLOYEE ISSUES. ALL CARLSBAD CITY EMPLOYEES ARE ELIGIBLE TO BECOME MEMBERS OF THE ORGANIZATION.

Program Service Accomplishments

Program 1

THE ASSOCIATION PROVIDES EFFECTIVE REPRESENTATION FOR ITS MEMBERS ON ALL EMPLOYEE ISSUES,

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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 $63,707

Program Service Revenue $0

Investment Income $1,203

Other Revenue $0

TOTAL REVENUE $64,910

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $57,687

TOTAL EXPENSES $57,687

Year-over-Year Comparison

	2023	2022	Change
Revenue	$64,910	$64,836	+0.0%
Expenses	$57,687	$57,778	0.0%
Net Income	$7,223	$7,058	+0.0%

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
CHRISTINA LORENZO	SECRETARY	2.00	Officer	$0	$0	$0
LETICIA REYES	TREASURER	2.00	Officer	$0	$0	$0
MAYRA TURCHIANO	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	No data	No data	No data	No data
2024	$64,910	$57,687	$122,360	$7,223
2023	$64,836	$57,778	$114,787	$7,058
2022	$61,803	$53,819	$104,554	$7,984
2021	$70,013	$73,019	$96,570	$-3,006
2020	$76,382	$48,590	$102,476	$27,792
2019	$67,760	$59,614	$71,784	$8,146
2018	$74,555	$61,295	$63,558	$13,260