California Association of Mortgage Professionals

EIN: 330410547

Sacramento, CA

Total Revenue
$244,868
Total Expenses
$245,092
Total Assets
$192,454
Net Assets
$192,432
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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
1990
Legal Domicile
CA
Principal Officer
Dale DiGennaro
Phone
9164488236
Tax Period
2024-07-01 to 2025-06-30

California Association of Mortgage Professionals, founded in 1990, is a small nonprofit that reported $245K in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year.

Mission

Our mission is to advocate on behalf of responsible mortgage professionals and consumers for the availability of affordable financing, while promoting expert knowledge, accountability, sound lending and ethical conduct throughout the mortgage industry.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $244,868
Investment Income $0
Other Revenue $0
TOTAL REVENUE $244,868

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $245,092
TOTAL EXPENSES $245,092

Year-over-Year Comparison

2024 2023 Change
Revenue $244,868 $299,221 -0.2%
Expenses $245,092 $392,208 -0.4%
Net Income $-224 $-92,987 -1.0%
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

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Governance

Voting Members
11
Independent Members
11
Employees
N/A
Volunteers
25

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
4
$0
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Alan Kirth Chapter Pres 1.00
Director
$0 $0 $0
George Tribble Chapter Pres 2.00
Officer Director
$0 $0 $0
Don Crozier Chapter Pres 2.00
Officer Director
$0 $0 $0
Anastasia Alavezos Chapter Pres 1.00
Director
$0 $0 $0
David Rubenstein Chapter Pres 1.00
Director
$0 $0 $0
Layla Anderson Chapter Pres 2.00
Officer Director
$0 $0 $0
Leigh McMahon Chapter Pres. 1.00
Director
$0 $0 $0
Juan Fuentes Chapter Pres 1.00
Director
$0 $0 $0
Kevin Nunn Chapter Pres. 1.00
Director
$0 $0 $0
Peaches Jensen Chapter Pres. 1.00
Director
$0 $0 $0
Sean Conroy Chapter Pres. 1.00
Director
$0 $0 $0
Meggan Jackson Executive Dir. 40.00
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 $244,868 $245,092 $192,454 $-224
2024 No data No data No data No data
2022 $443,397 $402,875 $473,723 $40,522
2021 $218,511 $156,380 $515,353 $62,131
2020 $479,792 $385,485 $408,617 $94,307
2019 $458,931 $431,460 $404,491 $27,471
2018 $518,644 $473,184 $326,234 $45,460
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