CALIFORNIA ASSOCIATE STAFF (EIN 510181184) - 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

1971

Legal Domicile

Principal Officer

JEREMIAH HEWITT

Phone

7147919636

Tax Period

2024-09-01 to 2025-08-31

CALIFORNIA ASSOCIATE STAFF, founded in 1971, is a small nonprofit that reported $353K in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $128K, a strong 36% operating margin.

Mission

TO SUPPORT, PROMOTE, AND BENEFIT ITS MEMBERS WHO SUPPORT THE TEACHING PROFESSION.

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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 $207,943

Program Service Revenue $0

Investment Income $134,502

Other Revenue $10,442

TOTAL REVENUE $352,887

Expense Breakdown

Grants Paid $3,500

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $221,396

TOTAL EXPENSES $224,896

Year-over-Year Comparison

	2024	2023	Change
Revenue	$352,887	$281,929	+0.3%
Expenses	$224,896	$156,247	+0.4%
Net Income	$127,991	$125,682	+0.0%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LANCE CHI	PRESIDENT	20.00	Officer Director	$0	$0	$0
SUE CHEW	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
AURORA CURIEL-ROGERS	SECRETARY	10.00	Officer Director	$0	$0	$0
JEREMIAH HEWITT	TREASURER	10.00	Officer Director	$0	$0	$0
CRISTINA MCKENZIE	DIRECTOR	1.00	Director	$0	$0	$0
ELYSE ORRIS	DIRECTOR (START 2/25)	2.00	Director	$0	$0	$0
SARA MORELL	DIRECTOR	3.00	Director	$0	$0	$0
JESUS LOMELI	DIRECTOR	1.00	Director	$0	$0	$0
JUELZ MARTINEZ	DIRECTOR	1.00	Director	$0	$0	$0
BOMEE MUSETTI	DIRECTOR (START 9/24 & TERM 12/24)	1.00	Director	$0	$0	$0
MIA BANTA	REPRESENTATIVE	1.00	Director	$0	$0	$0
LEANN BROCK	REPRESENTATIVE	1.00	Director	$0	$0	$0
RHETTA STERNBERG	REPRESENTATIVE	1.00	Director	$0	$0	$0
SARA VEGA-JUNGE	REPRESENTATIVE	1.00	Director	$0	$0	$0
JOCELYN MUNOZ	REPRESENTATIVE	1.00	Director	$0	$0	$0
CHRISTOPHER PORTILLO	REPRESENTATIVE	1.00	Director	$0	$0	$0
SARINA LEVIN	REPRESENTATIVE	1.00	Director	$0	$0	$0
ROMALDA LARA	REPRESENTATIVE	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
2025	$352,887	$224,896	$1,473,915	$127,991
2024	$281,929	$156,247	$1,355,572	$125,682
2023	$212,151	$272,517	$1,137,423	$-60,366
2022	$132,435	$130,939	$1,135,382	$1,496
2021	$211,446	$51,494	$1,107,381	$159,952
2020	$170,390	$121,326	$918,824	$49,064
2019	$212,191	$118,386	$868,874	$93,805

CALIFORNIA ASSOCIATE STAFF