CALIFORNIA WATER EFFICIENCY PARTNERSHIP (EIN 680318069) - 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

TIA FLEMING

Phone

9165525885

Tax Period

2024-01-01 to 2024-12-31

CALIFORNIA WATER EFFICIENCY PARTNERSHIP, founded in 1991, is a community nonprofit in the Environment sector that reported $1.3M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $1.2M left a modest 7% surplus.

Mission

THE PARTNERSHIP IS A MEMBERSHIP ORGANIZATION DEDICATED TO MAXIMIZING URBAN WATER CONSERVATION THROUGHOUT CALIFORNIA.

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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 $373,092

Program Service Revenue $938,666

Investment Income $29,723

Other Revenue $0

TOTAL REVENUE $1,341,481

Expense Breakdown

Grants Paid $0

Salaries & Benefits $818,426

Fundraising Expenses $0

Program Expenses $980,236

Other Expenses $429,167

TOTAL EXPENSES $1,247,593

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,341,481	$1,181,007	+0.1%
Expenses	$1,247,593	$1,021,146	+0.2%
Net Income	$93,888	$159,861	-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

200

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

$292,601

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLES BOHLIG	CHAIR	1.00	Officer Director	$0	$0	$0
AMY MCNULTY	VICE CHAIR	1.00	Officer Director	$0	$0	$0
SARAH MUSIKER	SECRETARY/ TREASURER	1.00	Officer Director	$0	$0	$0
JOE BERG	DIRECTOR	1.00	Director	$0	$0	$0
KRISTA GUERRERO	DIRECTOR	1.00	Director	$0	$0	$0
JUSTIN BURKS	DIRECTOR	1.00	Director	$0	$0	$0
JENNA SHIMMIN	DIRECTOR	1.00	Director	$0	$0	$0
JULIE ORTIZ	DIRECTOR	1.00	Director	$0	$0	$0
KEN JENKINS	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK PILZ	DIRECTOR	1.00	Director	$0	$0	$0
CLAIRE NORDLIE	DIRECTOR	1.00	Director	$0	$0	$0
TERRENCE MCCARTHY	DIRECTOR	1.00	Director	$0	$0	$0
RICK FOSTER	DIRECTOR	1.00	Director	$0	$0	$0
AMY TALBOT	DIRECTOR	1.00	Director	$0	$0	$0
GREG BUNDESEN	DIRECTOR	1.00	Director	$0	$0	$0
JENYFFER VASQUEZ	DIRECTOR	1.00	Director	$0	$0	$0
DEBBY DUNN	DIRECTOR	1.00	Director	$0	$0	$0
MADELINE WOOD	DIRECTOR	1.00	Director	$0	$0	$0
JUSTIN FINCH	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW DICKENS	DIRECTOR	1.00	Director	$0	$0	$0
CARLO GAVINA	DIRECTOR	1.00	Director	$0	$0	$0
JAZMINE MOLLOY	DIRECTOR	1.00	Director	$0	$0	$0
SARAH FOLEY	CO-EXEC. DIRECTOR-OPERATIONS	20.00	Officer	$96,239	$10,968	$107,207
TIA LEBHERZ	CO-EXEC. DIRECTOR-EXTERNAL AFFAIRS	40.00	Officer	$166,838	$18,556	$185,394
JOY KEIGHTLEY	CONTROLLER	40.00	Highest	$139,129	$8,348	$147,477

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	$1,341,481	$1,247,593	$2,047,659	$93,888
2023	$1,181,007	$1,021,146	$2,259,589	$159,861
2022	$1,891,790	$1,729,902	$2,113,390	$161,888
2021	$1,716,401	$1,560,146	$1,615,962	$156,255
2020	$1,098,186	$881,703	$868,575	$216,483
2019	$1,183,588	$990,570	$707,439	$193,018
2018	$855,379	$1,023,407	$475,117	$-168,028

CALIFORNIA WATER EFFICIENCY PARTNERSHIP