California Workforce Association (EIN 680100006) - 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

1979

Legal Domicile

Principal Officer

Adam Peck

Phone

9163251610

Tax Period

2024-07-01 to 2025-06-30

California Workforce Association, founded in 1979, is a community nonprofit that reported $2.9M in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $2.7M left a modest 7% surplus.

Mission

To promote, enhance and serve the interests of local workforce development partnerships.

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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 $858,715

Program Service Revenue $1,996,035

Investment Income $2,566

Other Revenue $350

TOTAL REVENUE $2,857,666

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,165,588

Fundraising Expenses $0

Program Expenses $2,245,853

Other Expenses $1,497,263

TOTAL EXPENSES $2,662,851

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,857,666	$3,627,876	-0.2%
Expenses	$2,662,851	$3,403,601	-0.2%
Net Income	$194,815	$224,275	-0.1%

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

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

$292,609

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kelli Oropeza-Grimes	CFO	40.00	Officer	$177,299	$89,333	$266,632
Curtis Notsinneh	Executive Dir.	40.00	Officer	$18,750	$7,227	$25,977
Michael Cross	Imm Past Bd Chr	2.00	Officer Director	$0	$0	$0
Nancy Cook	Director	2.00	Director	$0	$0	$0
Blake Konczal	Board Chair	2.00	Officer Director	$0	$0	$0
Iowayna Pena	Director	2.00	Director	$0	$0	$0
Jan Vogel	Leg Comm VC	2.00	Officer Director	$0	$0	$0
Brad Gates	Ex Comm at LG	2.00	Officer Director	$0	$0	$0
Adam Peck	Ex Comm at LG	2.00	Officer Director	$0	$0	$0
Deborah Sanchez	Opp Comm Chair	2.00	Officer Director	$0	$0	$0
David Thoeny	Director	2.00	Director	$0	$0	$0
Brandon Evans	Director	1.00	Director	$0	$0	$0
Jaime Gutierrez	Director	2.00	Director	$0	$0	$0
Dawn Boulanger	2nd Vice Chair	2.00	Officer Director	$0	$0	$0
Dianne Russell-Carter	R & E Com Chair	2.00	Officer Director	$0	$0	$0
Yolanda Castro	1st Vice Chair	2.00	Officer Director	$0	$0	$0
Marlena Sessions	Director	2.00	Director	$0	$0	$0
Michael Trogan	Director	2.00	Director	$0	$0	$0
Andy Stone	Director	2.00	Director	$0	$0	$0
Bruce Wilson	Director	2.00	Director	$0	$0	$0
Peggy Murphy	Director	2.00	Director	$0	$0	$0
Cheren Kochen	Director	2.00	Director	$0	$0	$0
Chris Donnelly	Cap Bldg Comm	2.00	Officer Director	$0	$0	$0
Doris Foster	Director	2.00	Director	$0	$0	$0
Charity Doronila	Director	2.00	Director	$0	$0	$0
Enrique Arreola	Director	2.00	Director	$0	$0	$0
Erick Serrato	Ex Comm at LG	2.00	Officer Director	$0	$0	$0
Jason Buckingham	Director	2.00	Director	$0	$0	$0
Heidi Marshall	Treas/Secty	2.00	Officer Director	$0	$0	$0
Sangeeta Durral	Director	2.00	Director	$0	$0	$0
Anita Maldonado	Director	2.00	Director	$0	$0	$0
Judith Velasco	Director	2.00	Director	$0	$0	$0
Deanna Sverdlov	Director	2.00	Director	$0	$0	$0
Sofia Navarro	Director	2.00	Director	$0	$0	$0
Julieta Martinez	Director	2.00	Director	$0	$0	$0
Tamara Walker	Director	2.00	Director	$0	$0	$0
Tamia Brown	R & E Comm VC	2.00	Officer Director	$0	$0	$0
Marco Lucero	Opp Comm VC	2.00	Officer Director	$0	$0	$0
Rachel Bereza	Director	2.00	Director	$0	$0	$0
Patty Virgen	Director	2.00	Director	$0	$0	$0
Cindy Newton	Director	2.00	Director	$0	$0	$0
Priscilla Lopez	Cap Bldg Com VC	2.00	Officer Director	$0	$0	$0
Luis Servin	Director	2.00	Director	$0	$0	$0
Maiknue Vang	Director	2.00	Director	$0	$0	$0
Rebecca Evans	Leg Comm Chair	2.00	Officer Director	$0	$0	$0
Rhonda Boykin	Ex Comm at LG	2.00	Officer Director	$0	$0	$0
Hannah Lee	Director	2.00	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	$2,857,666	$2,662,851	$1,423,060	$194,815
2024	$3,627,876	$3,403,601	$1,088,347	$224,275
2023	$3,165,553	$3,123,072	$1,209,907	$42,481
2022	$3,290,948	$3,231,885	$954,226	$59,063
2021	$3,419,127	$3,194,543	$931,913	$224,584
2020	$3,397,958	$3,537,502	$854,264	$-139,544
2019	$4,157,307	$4,353,691	$1,340,070	$-196,384
2018	$3,494,790	$3,617,056	$1,285,846	$-122,266

California Workforce Association