CALIFORNIA EDUCATIONAL RESEARCH ASSOCIATION (EIN 470875720) - 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

2002

Legal Domicile

Principal Officer

JOSEPH VALERO

Phone

5593936656

Tax Period

2025-01-01 to 2025-12-31

CALIFORNIA EDUCATIONAL RESEARCH ASSOCIATION, founded in 2002, is a small nonprofit in the Education sector that reported $234K in total revenue in fiscal year 2025. Revenue fell 22% from the prior year — a significant decline worth monitoring.

Mission

TO PROVIDE INFORMATION AND EDUCATION ON STUDENT EVALUATION TECHNIQUES AND PROGRAMS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $21,450

Program Service Revenue $212,944

Investment Income $4

Other Revenue $0

TOTAL REVENUE $234,398

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $212,163

Other Expenses $240,141

TOTAL EXPENSES $240,141

Year-over-Year Comparison

	2025	2024	Change
Revenue	$234,398	$301,548	-0.2%
Expenses	$240,141	$246,938	0.0%
Net Income	$-5,743	$54,610	-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

N/A

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
ANTWANISHA WILLIAMS	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
SHERRIE REED	PAST PRESIDENT	10.00	Director	$0	$0	$0
JANE LIANG	MEMBER AT LARGE	5.00	Director	$0	$0	$0
JOSEPH VALERO	MEMBER AT LARGE	5.00	Director	$0	$0	$0
JOHN T LAWRENCE	MEMBER AT LARGE	5.00	Director	$0	$0	$0
GREG WEST	SECRETARY	5.00	Officer Director	$0	$0	$0
ERIN ROBERTS	PRESIDENT	7.00	Officer Director	$0	$0	$0
ERIN GORDON	MEMBER AT LARGE	5.00	Director	$0	$0	$0
NICOLE ANTONOVICH	TREASURER	10.00	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	$234,398	$240,141	$106,969	$-5,743
2024	$301,548	$246,938	$112,712	$54,610
2023	$293,933	$323,281	$58,102	$-29,348
2022	$236,818	$266,283	$87,450	$-29,465
2021	$222,521	$201,022	$116,915	$21,499
2020	$40,983	$33,429	$95,416	$7,554
2019	$197,095	$200,050	$87,862	$-2,955
2018	$210,649	$206,537	$90,817	$4,112

CALIFORNIA EDUCATIONAL RESEARCH ASSOCIATION