CALIFORNIA LIFE SCIENCES ASSOCIATION (EIN 473226523) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

Principal Officer

MICHAEL GUERRA

Phone

8585516677

Tax Period

2024-01-01 to 2024-12-31

CALIFORNIA LIFE SCIENCES ASSOCIATION, founded in 2015, is a mid-sized nonprofit in the Community Improvement sector that reported $10.2M in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year.

Mission

ADVANCE CA LIFE SCIENCES ECOSYSTEM BY ADVOCATING PUBLIC POLICIES & SUPPORTING BUSINESSES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $9,919,076

Investment Income $249,638

Other Revenue $0

TOTAL REVENUE $10,168,714

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,963,981

Fundraising Expenses $0

Other Expenses $3,628,616

TOTAL EXPENSES $10,592,597

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,168,714	$10,971,051	-0.1%
Expenses	$10,592,597	$10,831,286	0.0%
Net Income	$-423,883	$139,765	-4.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✓ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$1,156,608

Total Directors

$785,304

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL GUERRA	President & CEO	40.00	Officer Director	$739,138	$46,166	$785,304
Brent Fisk	SENIOR VP	40.00		$376,852	$27,791	$404,643
Kimberley Brocchini	SENIOR VP	40.00		$326,851	$46,301	$373,152
JAYNE MCNICOL	CFO	40.00	Officer	$347,988	$23,316	$371,304
STACEY BOWLIN	SENIOR VP	40.00		$311,142	$34,515	$345,657
SAMUEL CHUNG	VP STATE GOV	40.00		$295,671	$16,533	$312,204
SAMUEL ASSMANN	VP MEMB & BUS	40.00		$240,346	$34,167	$274,513
NICOLE ANDERSON	Director	1.00	Director	$0	$0	$0
NADIR MAHMOOD	Board Chair	1.00	Officer Director	$0	$0	$0
VASILIKI ANEST	Director	1.00	Director	$0	$0	$0
JEFF JONKER	Director	1.00	Director	$0	$0	$0
WA'EL HASHAD	Director	1.00	Director	$0	$0	$0
DEBRA BARRETT	Director	1.00	Director	$0	$0	$0
MONICA BEAM	Director	1.00	Director	$0	$0	$0
RAMLAH NEHRING	Director	1.00	Director	$0	$0	$0
ANINDITA BASU	Director	1.00	Director	$0	$0	$0
JUNG CHOI	Director	1.00	Director	$0	$0	$0
KEVIN GRIMES	Director	1.00	Director	$0	$0	$0
CARYN MCDOWELL	Director	1.00	Director	$0	$0	$0
SCOTT BOHN	Director	1.00	Director	$0	$0	$0
BADIA BOUDAIFFA	Director	1.00	Director	$0	$0	$0
BRYAN GIRAUDO	Director	1.00	Director	$0	$0	$0
KATIE PENG	Director	1.00	Director	$0	$0	$0
FRED DOREY	Director	1.00	Director	$0	$0	$0
RICH RAMKO	Director	1.00	Director	$0	$0	$0
JEFF FARROW	Director	1.00	Director	$0	$0	$0
MELINDA RICHTER	Chair Emerita	1.00	Officer Director	$0	$0	$0
ROBIN ROBERTS	Director	1.00	Director	$0	$0	$0
KATIE WECHSLER	Treasurer	1.00	Officer Director	$0	$0	$0
BABAK HAGHIRI	Director	1.00	Director	$0	$0	$0
JANE CHUNG	Director	1.00	Director	$0	$0	$0
GRACE HAN MCMAHON	Director	1.00	Director	$0	$0	$0
MEGAN HALL	Director	1.00	Director	$0	$0	$0
MARK ROEDER	Director	1.00	Director	$0	$0	$0
ERIK HARRIS	Director	1.00	Director	$0	$0	$0
JOY RUSSELL	Vice Chair	1.00	Officer Director	$0	$0	$0
ALBERTO ZACARIAS	Director	1.00	Director	$0	$0	$0
KEITH MURPHY	Director	1.00	Director	$0	$0	$0
JEFF LANDAU	Director	1.00	Director	$0	$0	$0
ANA HOOKER	Director	1.00	Director	$0	$0	$0
SONAL MATAI	Director	1.00	Director	$0	$0	$0
GREG PORTNER	Director	1.00	Director	$0	$0	$0
GANESH RAMAN	Director	1.00	Director	$0	$0	$0
AMMAR QADAN	Director	1.00	Director	$0	$0	$0
AZIZ SAWAF	Director	1.00	Director	$0	$0	$0
BETH ROBERTS	Secretary	1.00	Officer Director	$0	$0	$0
TERRY ROSEN	Director	1.00	Director	$0	$0	$0
GEORGE SAVAGE	Director	1.00	Director	$0	$0	$0
INDIA VALENTINE	Director	1.00	Director	$0	$0	$0
CHETANA RAO	Director	1.00	Director	$0	$0	$0
JENNIFER RUDDOCK	Director	1.00	Director	$0	$0	$0
BRIDGET WALSH	Director	1.00	Director	$0	$0	$0
JULIE VISSER	Director	1.00	Director	$0	$0	$0
ALICE ZHANG	Director	1.00	Director	$0	$0	$0
CHRISTOPH PITTIUS	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	$10,168,714	$10,592,597	$10,089,961	$-423,883
2023	$10,971,051	$10,831,286	$10,678,797	$139,765
2022	$11,277,879	$10,904,926	$11,022,480	$372,953
2021	$9,649,305	$8,397,188	$8,698,147	$1,252,117
2020	$8,429,233	$7,023,043	$6,179,072	$1,406,190
2019	$8,210,703	$7,497,953	$4,151,001	$712,750
2018	$7,332,353	$7,670,156	$2,799,819	$-337,803

CALIFORNIA LIFE SCIENCES ASSOCIATION