CALIFORNIA STATE SOCIETY OF WASHINGTON DC (EIN 521119321) - 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

1987

Legal Domicile

Principal Officer

DAVE RAMEY

Phone

2027214823

Tax Period

2024-01-01 to 2024-12-31

CALIFORNIA STATE SOCIETY OF WASHINGTON DC, founded in 1987, is a small nonprofit that reported $389K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $89K, a strong 23% operating margin.

Mission

TO BRING TOGETHER CALIFORNIANS AND CALIFORNIA-CONNECTED INDIVIDUALS AND GROUPS IN WASHINGTON DC FOR SOCIAL, CULTURAL, AND OTHER EVENTS IN ORDER TO FOSTER A SENSE OF CAMARADERIE AMONG PERSONS WITH A CONNECTION TO THE STATE.

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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 $387,848

Program Service Revenue $0

Investment Income $12

Other Revenue $1,584

TOTAL REVENUE $389,444

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $295,100

TOTAL EXPENSES $300,100

Year-over-Year Comparison

	2024	2023	Change
Revenue	$389,444	$334,375	+0.2%
Expenses	$300,100	$376,224	-0.2%
Net Income	$89,344	$-41,849	-3.1%

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

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
DAVE RAMEY	CO-PRESIDENT	1.00	Officer Director	$0	$0	$0
LAURIE SAROFF	CO-PRESIDENT	1.00	Officer Director	$0	$0	$0
STEVE HARO	VICE PRESIDE	0.25	Officer Director	$0	$0	$0
ALLISON O'BRIEN	TREASURER	0.25	Officer Director	$0	$0	$0
KATIE MATHEWS	SECRETARY	0.25	Officer Director	$0	$0	$0
GWEN BROWN	TRUSTEE	0.25	Director	$0	$0	$0
SONALI DESAI	TRUSTEE	0.25	Director	$0	$0	$0
KRISTINA DUNKLIN	TRUSTEE	0.25	Director	$0	$0	$0
ANGELA EBINER	TRUSTEE	0.25	Director	$0	$0	$0
ROBERT EDMONSON	TRUSTEE	0.25	Director	$0	$0	$0
MOLLY FISHMAN	TRUSTEE	0.25	Director	$0	$0	$0
MIGUEL FRANCO	TRUSTEE	0.25	Director	$0	$0	$0
SPENCER FREEBAIRN	TRUSTEE	0.25	Director	$0	$0	$0
JIM FREEMAN	TRUSTEE	0.25	Director	$0	$0	$0
CHRIS HARRINGTON	TRUSTEE	0.25	Director	$0	$0	$0
NANCY JUAREZ	TRUSTEE	0.25	Director	$0	$0	$0
JASON LARRABEE	TRUSTEE	0.25	Director	$0	$0	$0
RICKY LE	TRUSTEE	0.25	Director	$0	$0	$0
JACK LINCOLN	TRUSTEE	0.25	Director	$0	$0	$0
JUAN LOPEZ	TRUSTEE	0.25	Director	$0	$0	$0
ALEXIS MARKS MOSHER	TRUSTEE	0.25	Director	$0	$0	$0
JULIA MASSIMINO	TRUSTEE	0.25	Director	$0	$0	$0
YVONNE MCINTYRE	TRUSTEE	0.25	Director	$0	$0	$0
BEN MILLER	TRUSTEE	0.25	Director	$0	$0	$0
BASIM MOTIWALA	TRUSTEE	0.25	Director	$0	$0	$0
DAO NGUYEN	TRUSTEE	0.25	Director	$0	$0	$0
JENNY NIETO	TRUSTEE	0.25	Director	$0	$0	$0
EVE O'TOOLE	TRUSTEE	0.25	Director	$0	$0	$0
JENNIFER POULAKIDAS	TRUSTEE	0.25	Director	$0	$0	$0
AMY PRESSLER	TRUSTEE	0.25	Director	$0	$0	$0
CHRIS RANDLE	TRUSTEE	0.25	Director	$0	$0	$0
DEVIN RHINERSON	TRUSTEE	0.25	Director	$0	$0	$0
JULIE EDDY ROKALA	TRUSTEE	0.25	Director	$0	$0	$0
STACEY LIMA SECREST	TRUSTEE	0.25	Director	$0	$0	$0
CHARLES SMALL	TRUSTEE	0.25	Director	$0	$0	$0
LINDA SHIM	TRUSTEE	0.25	Director	$0	$0	$0
MARK SPANNAGEL	TRUSTEE	0.25	Director	$0	$0	$0
DAVID WETMORE	TRUSTEE	0.25	Director	$0	$0	$0
ERIN WHEELER PERIN	TRUSTEE	0.25	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	$389,444	$300,100	$395,278	$89,344
2023	$334,375	$376,224	$305,934	$-41,849
2022	$353,096	$333,504	$347,783	$19,592
2021	$429,711	$325,760	$328,191	$103,951
2020	$307,194	$227,020	$224,240	$80,174
2019	$296,304	$318,359	$144,066	$-22,055
2018	$332,481	$359,870	$166,121	$-27,389

CALIFORNIA STATE SOCIETY OF WASHINGTON DC