CALMRA INC (EIN 521370390) - 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

1984

Legal Domicile

Principal Officer

TAMMY MONEY-HELSEL

Phone

3019827177

Tax Period

2024-07-01 to 2025-06-30

CALMRA INC, founded in 1984, is a mid-sized nonprofit in the Human Services sector that reported $11.7M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $3.0M, a strong 26% operating margin.

Mission

TO IMPROVE THE LIVES OF PERSON WITH DEVELOPMENTAL DISABILITIES BY PROVIDING THE HIGHEST QUALITY RESIDENTIAL AND OTHER SUPPORT SERVICES.

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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 $307,333

Program Service Revenue $11,101,754

Investment Income $179,157

Other Revenue $116,789

TOTAL REVENUE $11,705,033

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,509,918

Fundraising Expenses $0

Program Expenses $7,391,377

Other Expenses $2,172,577

TOTAL EXPENSES $8,682,495

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,705,033	$10,551,006	+0.1%
Expenses	$8,682,495	$8,019,520	+0.1%
Net Income	$3,022,538	$2,531,486	+0.2%

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

135

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

$297,600

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KENNETH WINDBECK	PRESIDENT	2.00	Officer Director	$0	$0	$0
MARK MAZZ	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
KRIS SAVILLE	SECRETARY	2.00	Officer Director	$0	$0	$0
DAVID BROKATE	TREASURER	2.00	Officer Director	$0	$0	$0
STEVE CAPLAN	DIRECTOR	2.00	Director	$0	$0	$0
RONALD JACKSON JR	DIRECTOR	2.00	Director	$0	$0	$0
KAM KHAZAI	DIRECTOR	2.00	Director	$0	$0	$0
TINA MILLER	DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM MOON	DIRECTOR	2.00	Director	$0	$0	$0
GWENDOLYN JACK-ROLSTON	DIRECTOR	2.00	Director	$0	$0	$0
DAVID SAVILLE	DIRECTOR	2.00	Director	$0	$0	$0
ELSIE ZIEPOLT	DIRECTOR	2.00	Director	$0	$0	$0
SARA HENRY	DIRECTOR UNTIL DECEMBER 2024	2.00	Director	$0	$0	$0
NANCY TOLBERT	EXECUTIVE DIRECTOR	40.00	Officer	$148,173	$22,040	$170,213
DANNA K ZACHAREK	COO UNTIL SEPTEMBER 2024	40.00	Officer	$114,280	$13,107	$127,387
ROSE NAH	DIRECT SUPPORT PROFESSIONALS	40.00	Highest	$118,054	$8,091	$126,145
FOLASADE OLUBUNMI SABA	COMMUNITY LIVING SUPERVISOR	40.00	Highest	$111,306	$18,971	$130,277
ESTHER SALUBI	DIRECT SUPPORT PROFESSIONALS	40.00	Highest	$115,727	$13,568	$129,295
TYMEKA WILLIAMS	COMMUNITY LIVING SUPERVISOR	40.00	Highest	$102,253	$18,008	$120,261
OLIVE ONWUKWE	COMMUNITY LIVING SUPERVISOR	40.00	Highest	$102,372	$9,176	$111,548

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	$11,705,033	$8,682,495	$17,640,904	$3,022,538
2024	$10,551,006	$8,019,520	$14,792,777	$2,531,486
2023	$8,858,837	$7,013,756	$11,699,299	$1,845,081
2022	$7,967,565	$6,853,618	$8,396,996	$1,113,947
2022	$8,347,132	$6,567,921	$10,120,148	$1,779,211
2021	$7,762,756	$6,729,877	$8,218,524	$1,032,879
2021	$7,967,565	$6,853,618	$8,396,996	$1,113,947
2020	$7,711,860	$6,632,804	$8,716,633	$1,079,056
2019	$6,008,796	$6,390,216	$7,848,777	$-381,420
2018	$5,797,352	$6,168,152	$7,969,083	$-370,800

CALMRA INC