THE CALIFORNIA GROCERS ASSOCIATION EDUCATIONAL FOUNDATION (EIN 680264745) - 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

1991

Legal Domicile

Principal Officer

JACQUIE SLOBOM

Phone

9164483545

Tax Period

2023-01-01 to 2023-12-31

THE CALIFORNIA GROCERS ASSOCIATION EDUCATIONAL FOUNDATION, founded in 1991, is a community nonprofit in the Unknown sector that reported $1.5M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $1.3M left a modest 13% surplus.

Mission

PROMOTE EDUCATION, RESEARCH AND COMMUNITY SERVICE IN THE GROCERY INDUSTRY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,176,719

Program Service Revenue $145,579

Investment Income $69,226

Other Revenue $60,406

TOTAL REVENUE $1,451,930

Expense Breakdown

Grants Paid $781,346

Salaries & Benefits $238,969

Fundraising Expenses $83,591

Program Expenses $932,904

Other Expenses $245,319

TOTAL EXPENSES $1,265,634

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,451,930	$1,290,798	+0.1%
Expenses	$1,265,634	$1,197,732	+0.1%
Net Income	$186,296	$93,066	+1.0%

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

$502,973

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACQUIE SLOBOM	CHAIR	1.00	Officer Director	$0	$0	$0
CHRISTY DUNCAN ANDERSON	VICE CHAIR	1.00	Officer Director	$0	$0	$0
BRUCE FRAZIER	TREASURER	1.00	Officer Director	$0	$0	$0
JEREMY CULLIFER	SECRETARY	1.00	Officer Director	$0	$0	$0
BRAD ASKELAND	TRUSTEE	1.00	Director	$0	$0	$0
JOAN DOBIAS-DAVIS	TRUSTEE	1.00	Director	$0	$0	$0
KAYLA LENEAR	TRUSTEE	1.00	Director	$0	$0	$0
ERIKA SKAAR	TRUSTEE	1.00	Director	$0	$0	$0
ENRIQUE MONTES	TRUSTEE	1.00	Director	$0	$0	$0
ADAM SALGADO	TRUSTEE	1.00	Director	$0	$0	$0
KELLY SMITH	TRUSTEE	1.00	Director	$0	$0	$0
RONALD FONG	CGA PRESIDENT	1.00	Officer	$0	$89,513	$502,973

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
2024	No data	No data	No data	No data
2023	$1,451,930	$1,265,634	$2,200,639	$186,296
2022	$1,290,798	$1,197,732	$1,814,651	$93,066
2021	$1,178,465	$1,163,260	$1,929,514	$15,205
2020	$1,117,393	$1,172,500	$1,893,708	$-55,107
2019	$1,135,295	$1,176,295	$1,809,588	$-41,000
2018	$1,177,085	$1,283,994	$1,649,080	$-106,909

THE CALIFORNIA GROCERS ASSOCIATION EDUCATIONAL FOUNDATION