CALIFORNIA RETIREMENT MANAGEMENT ACCOUNT (EIN 800146395) - 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

2007

Legal Domicile

Principal Officer

LUCINDA LOVITT

Phone

6265746622

Tax Period

2024-01-01 to 2024-12-31

CALIFORNIA RETIREMENT MANAGEMENT ACCOUNT, founded in 2007, is a community nonprofit in the Animal-Related sector that reported $1.1M in total revenue in fiscal year 2024. Revenue fell 37% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $203K, a strong 18% operating margin.

Mission

CARMA GRANTS FUNDS TO THOROUGHBRED RETIREMENT FACILITIES TO SUPPORT THE CARE AND RETRAINING OF HORSES WHOSE CAREERS HAVE ENDED.

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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 $862,348

Program Service Revenue $646

Investment Income $76,320

Other Revenue $193,937

TOTAL REVENUE $1,133,251

Expense Breakdown

Grants Paid $504,000

Salaries & Benefits $134,176

Fundraising Expenses $39,283

Program Expenses $802,417

Other Expenses $292,310

TOTAL EXPENSES $930,486

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,133,251	$1,785,224	-0.4%
Expenses	$930,486	$863,859	+0.1%
Net Income	$202,765	$921,365	-0.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DREW COUTO	DIRECTOR	2.00	Director	$0	$0	$0
RON CHARLES	DIRECTOR	2.00	Director	$0	$0	$0
DR JEFF BLEA	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTY CHAPMAN	DIRECTOR	2.00	Director	$0	$0	$0
BING BUSH JR	DIRECTOR	2.00	Director	$0	$0	$0
AMY ZIMMERMAN	DIRECTOR	2.00	Director	$0	$0	$0
JAY PRIVMAN	DIRECTOR	2.00	Director	$0	$0	$0
MADELINE AUERBACH	TREASURER	4.00	Officer	$0	$0	$0
BILLY KOCH	PRESIDENT	4.00	Officer	$0	$0	$0
SAMANTHA SIEGEL	SECRETARY	4.00	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
2024	$1,133,251	$930,486	$2,791,381	$202,765
2023	$1,785,224	$863,859	$2,570,666	$921,365
2022	$1,190,277	$883,788	$1,621,471	$306,489
2021	$972,387	$636,258	$1,363,403	$336,129
2020	$629,168	$630,643	$1,006,970	$-1,475
2019	$967,331	$893,818	$977,735	$73,513
2018	$837,690	$884,452	$891,737	$-46,762

CALIFORNIA RETIREMENT MANAGEMENT ACCOUNT