CEI FOUNDATION (EIN 611655955) - 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

2013

Legal Domicile

Principal Officer

ELIZABETH ANDERS

Phone

5103187140

Tax Period

2024-07-01 to 2025-06-30

CEI FOUNDATION, founded in 2013, is a small nonprofit in the Human Services sector that reported $686K in total revenue in fiscal year 2024. Revenue surged 81% from the prior year, signaling strong growth momentum. The organization ran a surplus of $226K, a strong 33% operating margin.

Mission

THE CEI FOUNDATION IS DEDICATED TO PERFORMING CERTAIN FUNCTIONS OF AND CARRYING OUT THE PURPOSES OF THE CENTER FOR ELDERS' INDEPENDENCE (CEI), A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION.

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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 $741,554

Program Service Revenue $0

Investment Income $0

Other Revenue $-55,696

TOTAL REVENUE $685,858

Expense Breakdown

Grants Paid $0

Salaries & Benefits $300,631

Fundraising Expenses $145,953

Program Expenses $197,291

Other Expenses $158,949

TOTAL EXPENSES $459,580

Year-over-Year Comparison

	2024	2023	Change
Revenue	$685,858	$379,212	+0.8%
Expenses	$459,580	$564,577	-0.2%
Net Income	$226,278	$-185,365	-2.2%

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

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

$753,870

Total Directors

$555,798

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARIA ELENA ZAMORA	PRESIDENT/CEO	6.00	Officer Director	$0	$43,706	$555,798
JIM VAWTER	BOARD CHAIR	4.00	Officer Director	$0	$0	$0
AMY KIMMEL	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MARY YOUNG-WILLIAMS	SECRETARY	1.00	Officer Director	$0	$0	$0
WESLEY ALEXANDER	DIRECTOR	1.00	Director	$0	$0	$0
AMBER CHILDRESS	DIRECTOR	1.00	Director	$0	$0	$0
FLORENCE RASKIN	DIRECTOR	1.00	Director	$0	$0	$0
PELLO WALKER	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS HYLAND	FOUNDATION EXECUTIVE DIRECTOR	20.00	Officer	$92,811	$12,450	$198,072

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	$685,858	$459,580	$13,918	$226,278
2024	$379,212	$564,577	$254,631	$-185,365
2023	$286,638	$384,712	$376,503	$-98,074
2022	$298,794	$379,953	$163,993	$-81,159

CEI FOUNDATION