THE CALIFORNIA ASSOCIATION OF COMMUNITY MANAGERS (EIN 330484431) - 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

1991

Legal Domicile

Principal Officer

JOE PRICE

Phone

9499162226

Tax Period

2024-01-01 to 2024-12-31

THE CALIFORNIA ASSOCIATION OF COMMUNITY MANAGERS, founded in 1991, is a community nonprofit that reported $4.2M in total revenue in fiscal year 2024.

Mission

MEMBERS ENJOY ENVIRONMENT NECESSARY FOR PROFESSIONAL SUCCESS WITH RESULTS OPTIMIZING VALUE FOR MEMBERS DUES AND FEES.

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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 $986,652

Program Service Revenue $3,029,842

Investment Income $106,259

Other Revenue $47,889

TOTAL REVENUE $4,170,642

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,086,875

Fundraising Expenses $144,858

Program Expenses $3,118,168

Other Expenses $2,173,582

TOTAL EXPENSES $4,260,457

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,170,642	$3,950,635	+0.1%
Expenses	$4,260,457	$3,735,779	+0.1%
Net Income	$-89,815	$214,856	-1.4%

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

Volunteers

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

$481,625

Total Directors

Key Employees

$381,838

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS FREELY	CEO PRESIDENT	0.00	Officer	$290,065	$13,475	$303,540
MELISSA HURTADO	VICE PRESIDENT	0.00	Officer	$171,085	$7,000	$178,085
ALIA SAOULI	REGIONAL DIRECTOR	1.00	Key Emp	$132,451	$4,346	$136,797
LYNETTE BERTRAND	DIRECTOR - MARKETING	1.00	Key Emp	$118,145	$5,713	$123,858
NATASHA FIERRO	DIRECTOR - NOR CAL	1.00	Key Emp	$115,433	$5,750	$121,183
ANDREW HAY	BOARDMEMBER	1.00	Director	$0	$0	$0
KENDRAH KAY	BOARDMEMBER	1.00	Director	$0	$0	$0
TASHA PARMLEE	BOARDMEMBER	1.00	Director	$0	$0	$0
FRANK ALIOTO	BOARDMEMBER	1.00	Director	$0	$0	$0
STACY GEROWITZ	BOARDMEMBER	1.00	Director	$0	$0	$0
BONNIE BASHAM	BOARDMEMBER	1.00	Director	$0	$0	$0
ERIC KAZAKOFF	BOARDMEMBER	1.00	Director	$0	$0	$0
LORI ALBERT	TREASURER	1.00	Officer Director	$0	$0	$0
JOE PRICE	CHAIR	1.00	Officer Director	$0	$0	$0
JEREMY WILSON	VICE CHAIR	1.00	Officer Director	$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	$4,170,642	$4,260,457	$4,989,303	$-89,815
2023	$3,950,635	$3,735,779	$5,134,028	$214,856
2022	$3,662,906	$3,256,631	$4,250,117	$406,275
2021	$3,354,520	$2,159,192	$3,532,616	$1,195,328
2021	$3,354,520	$2,159,192	$3,532,616	$1,195,328
2020	$2,648,592	$2,618,128	$2,083,042	$30,464
2019	$3,606,241	$3,782,789	$2,243,342	$-176,548
2018	$3,323,763	$3,485,775	$2,362,962	$-162,012

THE CALIFORNIA ASSOCIATION OF COMMUNITY MANAGERS