California Society of Association … - Form 990 Financial Data

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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

James Anderson

Phone

9164438980

Tax Period

2024-07-01 to 2025-06-30

California Society of Association Executives, founded in 1984, is a community nonprofit in the Community Improvement sector that reported $1.6M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $1.6M left a modest 6% surplus.

Mission

CALSAES MISSON IS ADVANCING THE ASSOCIATION PROFESSION THROUGH KNOWLEDGE, VALUED RELATIONSHIPS AND TRUSTED RESOURCES.

Program Service Accomplishments

Program 1

Expenses: $1,222,016 Revenue: $1,575,292

CalSAE has over 1,400 members and provides excellent training and education in association management and related topics. We also excel in developing strong working and peer relationships and...

CalSAE has over 1,400 members and provides excellent training and education in association management and related topics. We also excel in developing strong working and peer relationships and providing important information and resources. Through our many networking and education events, the ELEVATE annual conference and the Seasonal Spectacular tradeshow, we create a supportive environment for learning, mentoring, developing business relationships and building strategic alliances.

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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 $0

Program Service Revenue $1,575,292

Investment Income $23,797

Other Revenue $48,365

TOTAL REVENUE $1,647,454

Expense Breakdown

Grants Paid $5,909

Salaries & Benefits $832,442

Fundraising Expenses $0

Program Expenses $1,222,016

Other Expenses $717,941

TOTAL EXPENSES $1,556,292

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,647,454	$1,444,341	+0.1%
Expenses	$1,556,292	$1,379,058	+0.1%
Net Income	$91,162	$65,283	+0.4%

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

192

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

$203,319

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
James Anderson	President & CEO	40.00	Officer	$169,222	$34,097	$203,319
LINDSAY K POSS	Meetings/Events VP	40.00		$105,741	$9,174	$114,915
DENIZE M MALDONADO	Memb/Engage Dir	40.00		$92,320	$22,101	$114,421
JESSICA CHRISTINE BARKER	Sr. Mngr Ops & Gov	40.00		$88,205	$21,105	$109,310
JAMIE INNAMORATO	Sr Mngr Mrkt & Com	40.00		$75,890	$25,567	$101,457
Alan Pentico	Immediate Past	1.50	Officer Director	$0	$0	$0
Megan Hemming	Vice Chair	1.50	Officer Director	$0	$0	$0
John Hooley	Director	1.00	Director	$0	$0	$0
Denise LeDuc Froemming	Director	1.00	Director	$0	$0	$0
Tammy Anderson-Wise	Chair	2.00	Officer Director	$0	$0	$0
Christina Bauders	Director	1.00	Director	$0	$0	$0
Chris Locke	Treasurer	2.00	Officer Director	$0	$0	$0
Anne Marie Mourhess	In ptnr V-chair	1.50	Officer Director	$0	$0	$0
Anne Ornelas	Director	1.00	Director	$0	$0	$0
Michele Ware	Director	1.00	Director	$0	$0	$0
Jenn Jones	Director	1.00	Director	$0	$0	$0
Shaun Rundle	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
2025	$1,647,454	$1,556,292	$935,286	$91,162
2024	$1,444,341	$1,379,058	$839,316	$65,283
2023	$1,189,703	$1,193,701	$505,353	$-3,998
2022	$1,234,044	$1,242,905	$424,939	$-8,861
2021	$904,116	$895,422	$457,547	$8,694
2020	$927,490	$955,772	$442,309	$-28,282
2019	$1,411,224	$1,345,706	$525,661	$65,518
2018	$1,386,816	$1,343,138	$523,723	$43,678

California Society of Association Executives