California Institute of Advanced Management (EIN 452648658) - 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

2011

Legal Domicile

Principal Officer

Geofrey Mills

Phone

6263501500

Tax Period

2023-01-01 to 2023-12-31

California Institute of Advanced Management, founded in 2011, is a mid-sized nonprofit in the Education sector that reported $24.3M in total revenue in fiscal year 2023. Revenue surged 689% from the prior year, signaling strong growth momentum. The organization ran a surplus of $19.8M, a strong 82% operating margin.

Mission

Non-profit, private, post-secondary graduate university offering a Master of Business Administration in Executive Management, Project Management and Business Analytics.

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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 $22,731,400

Program Service Revenue $1,533,811

Investment Income $19,153

Other Revenue $0

TOTAL REVENUE $24,284,364

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,457,571

Fundraising Expenses $0

Program Expenses $1,807,009

Other Expenses $2,002,389

TOTAL EXPENSES $4,459,960

Year-over-Year Comparison

	2023	2022	Change
Revenue	$24,284,364	$3,075,966	+6.9%
Expenses	$4,459,960	$3,084,339	+0.4%
Net Income	$19,824,404	$-8,373	-2368.7%

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

$421,361

Total Directors

$421,361

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Geofrey Mills	President	40.00	Officer Director	$193,143	$0	$193,143
Jennie Ta	President & CEO	40.00	Officer Director	$134,781	$0	$134,781
Julia Underwood	Dean	40.00		$130,796	$0	$130,796
Salil Sharma	Treasurer	40.00	Officer Director	$55,907	$0	$55,907
Anne Hai	Secretary	40.00	Officer Director	$37,530	$0	$37,530
Minglo Shao	Trustee	1.00	Director	$0	$0	$0
Leonard Kwiatkowski	Chairman	10.00	Director	$0	$0	$0
Danny Yu	Trustee	1.00	Director	$0	$0	$0
Francisco Suarez	Trustee	1.00	Director	$0	$0	$0
Stephen Morgan	Trustee	1.00	Director	$0	$0	$0
Angela Robbiano	Trustee	1.00	Director	$0	$0	$0
Jack Liu	Trustee	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	No data	No data	No data	No data
2023	$24,284,364	$4,459,960	$23,306,080	$19,824,404
2022	$3,075,966	$3,084,339	$3,135,130	$-8,373
2021	$3,115,518	$2,927,625	$1,954,375	$187,893
2020	$3,592,737	$3,276,068	$1,963,192	$316,669

California Institute of Advanced Management