CALIFORNIA ASSISTED LIVING ASSOCIATION (EIN 330633902) - 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

1996

Legal Domicile

Principal Officer

Laura Fischer

Phone

9164481900

Tax Period

2024-01-01 to 2024-12-31

CALIFORNIA ASSISTED LIVING ASSOCIATION, founded in 1996, is a community nonprofit that reported $4.2M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $711K, a strong 17% operating margin.

Mission

To promote assisted living in California.

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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 $0

Program Service Revenue $3,913,120

Investment Income $243,372

Other Revenue $20,899

TOTAL REVENUE $4,177,391

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,769,233

Fundraising Expenses $0

Program Expenses $2,957,317

Other Expenses $1,696,762

TOTAL EXPENSES $3,465,995

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,177,391	$3,668,792	+0.1%
Expenses	$3,465,995	$3,327,507	+0.0%
Net Income	$711,396	$341,285	+1.1%

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

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
Sally G Michael	President	48.00		$372,320	$23,000	$395,320
Heather Harrison	Vice President	48.00		$236,806	$14,460	$251,266
SELENA M COPPI HORNBACK	PUBLIC POLICY DIR	48.00		$107,400	$12,100	$119,500
Kevin Swartzendruber	MARKETING DIRECTOR	48.00		$94,309	$13,424	$107,733
Ron Mead	Chairman	2.00	Officer Director	$0	$0	$0
Danielle Morgan	Past Chair	1.00	Officer Director	$0	$0	$0
David Eskenazy	Vice Chair	2.00	Officer Director	$0	$0	$0
Todd Shetter	Director	1.00	Officer Director	$0	$0	$0
Josh Allen	Director	1.00	Director	$0	$0	$0
Dave Coluzzi	Director	1.00	Director	$0	$0	$0
Tana McMillon	Director	1.00	Director	$0	$0	$0
Rodger Lederer	Director	1.00	Director	$0	$0	$0
Laura Fischer	Treasurer	2.00	Director	$0	$0	$0
Joel Goldman	Director	1.00	Director	$0	$0	$0
Collette Gray	Director	1.00	Director	$0	$0	$0
Paula Hertel	Director	1.00	Director	$0	$0	$0
Douglas Lessard	Director	1.00	Director	$0	$0	$0
Rick Jensen	Director	1.00	Director	$0	$0	$0
Carmel Dolcine-Joseph	Director	1.00	Director	$0	$0	$0
Tara Cope	Director	1.00	Director	$0	$0	$0
Nancy Schier Anzelmo	Director	1.00	Director	$0	$0	$0
Michel Augsburger	Director	1.00	Director	$0	$0	$0
Courtney Siegel	Secretary	1.00	Officer Director	$0	$0	$0
Jay Thomas	Director	1.00	Director	$0	$0	$0
Lisa Thompson	Director	1.00	Director	$0	$0	$0
Mark Cimino	Director	1.00	Director	$0	$0	$0
Michelle Kelly	Director	1.00	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
2024	$4,177,391	$3,465,995	$8,660,828	$711,396
2022	$3,159,617	$3,135,502	$7,817,037	$24,115
2021	$2,748,664	$2,463,815	$7,441,451	$284,849
2020	$2,549,232	$2,163,085	$7,184,752	$386,147
2019	$3,092,134	$2,591,210	$6,774,827	$500,924
2018	$2,890,520	$2,395,207	$6,076,568	$495,313

CALIFORNIA ASSISTED LIVING ASSOCIATION