CALIFIA HOMEOWNERS ASSOCIATION (EIN 330350676) - 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

1988

Legal Domicile

Principal Officer

ANDREE AMLAND

Phone

9494486000

Tax Period

2023-12-01 to 2024-11-30

CALIFIA HOMEOWNERS ASSOCIATION, founded in 1988, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $185K, a strong 15% operating margin.

Mission

TO BRING ABOUT CIVIC BETTERMENTS AND SOCIAL IMPROVEMENTS BY PROVIDING FOR THE PRESERVATION OF THE ARCHITECTURE AND APPEARANCE OF THE COMMUNITY. THE ASSOCIATION ALSO PROMOTES THE COMMON GOOD, HEALTH, SAFETY, AND GENERAL WELFARE OF THE RESIDENTS IN THE COMMUNITY.

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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 $0

Program Service Revenue $1,012,792

Investment Income $146,527

Other Revenue $57,189

TOTAL REVENUE $1,216,508

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $832,566

Other Expenses $1,031,452

TOTAL EXPENSES $1,031,452

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,216,508	$1,299,255	-0.1%
Expenses	$1,031,452	$1,166,314	-0.1%
Net Income	$185,056	$132,941	+0.4%

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
NATALIE LOCKE	MEMBER-AT-LA	3.00	Director	$0	$0	$0
ANDREE AMLAND	PRESIDENT	3.00	Officer	$0	$0	$0
ANDREW BANKS	SECRETARY	3.00	Officer	$0	$0	$0
CHRISTOPHER GRAYCE	VICE PRESIDE	3.00	Officer	$0	$0	$0
DIRK WIETSTOCK	TREASURER	3.00	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
2024	$1,216,508	$1,031,452	$3,870,576	$185,056
2023	$1,299,255	$1,166,314	$3,131,995	$132,941
2022	$1,376,777	$1,302,571	$2,688,697	$74,206
2021	$1,027,264	$1,051,146	$2,674,935	$-23,882
2020	$918,776	$917,681	$2,394,063	$1,095
2019	$1,251,037	$948,256	$2,037,817	$302,781
2018	$1,223,719	$1,079,099	$1,772,805	$144,620

CALIFIA HOMEOWNERS ASSOCIATION