The California North Chapter Of Th… - 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

1986

Principal Officer

Scott Hubbard

Phone

9252165888

Tax Period

2025-01-01 to 2025-12-31

The California North Chapter Of The Community Associations Institute, founded in 1986, is a small nonprofit that reported $480K in total revenue in fiscal year 2025. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $74K, a strong 15% operating margin.

Mission

THE ORGANIZATION'S MISSION IS TO PROVIDE LEGAL, FINANCIAL AND MANAGEMENT EDUCATION TO THOSE THAT GOVERN COMMON INTEREST REALTY ASSOCIATIONS.

Program Service Accomplishments

Program 1

EDUCATIONAL PROGRAMS RELATED TO LEGAL AND FINANCIAL ASPECTS OF CONDOMINIUM AND COOPERATIVE RESIDENTIAL ASSOCIATIONS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $476,231

Program Service Revenue $0

Investment Income $3,289

Other Revenue $0

TOTAL REVENUE $479,520

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $405,523

TOTAL EXPENSES $405,523

Year-over-Year Comparison

	2025	2024	Change
Revenue	$479,520	$405,908	+0.2%
Expenses	$405,523	$334,029	+0.2%
Net Income	$73,997	$71,879	+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

N/A

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	Role	Reportable Comp	Other Comp	Total
Jennifer Richardson	President	Officer Director	$0	$0	$0
Sierra Campbell	President	Officer Director	$0	$0	$0
Melina Drazich	Treasurer	Officer Director	$0	$0	$0
John D Hansen	Secretary	Officer Director	$0	$0	$0
Ashley Brandt	Director	Director	$0	$0	$0
Sridhar Edla	Director	Director	$0	$0	$0
Jasmine F Hale	Director	Director	$0	$0	$0
Becky Jolly	Director	Director	$0	$0	$0
Rachel Selwan	Director	Officer	$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	$479,520	$405,523	$543,151	$73,997
2024	$405,908	$334,029	$485,456	$71,879
2023	$337,199	$298,366	$401,302	$38,833
2022	$424,674	$367,199	$867,292	$57,475
2021	$432,566	$349,612	$811,940	$82,954
2020	$410,666	$355,901	$767,301	$54,765
2019	$450,034	$407,837	$672,923	$42,197
2018	$483,336	$391,676	$607,203	$91,660

The California North Chapter Of The Community Associations Institute