California Workforce Association Foundation (EIN 821803962) - 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

2017

Legal Domicile

Principal Officer

Kelli Oropeza-Grimes

Phone

9163251610

Tax Period

2025-01-01 to 2025-06-30

California Workforce Association Foundation, founded in 2017, is a small nonprofit in the Education sector that reported $236K in total revenue in fiscal year 2025.

Mission

To support the initiation and expansion of programs which enhance and enrich the mission and vision of CWA and its member workforce development boards and the people of California whom they serve including employers, employees and job seekers.

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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 $235,884

Program Service Revenue $0

Investment Income $0

Other Revenue $125

TOTAL REVENUE $236,009

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $235,884

Other Expenses $236,388

TOTAL EXPENSES $236,388

Year-over-Year Comparison

	2025	2024	Change
Revenue	$236,009	N/A	N/A
Expenses	$236,388	N/A	N/A
Net Income	$-379	N/A	N/A

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

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	2.00	Officer	$0	$89,333	$266,632
Curtis Notsinneh	Executive Dir.	2.00	Officer	$0	$7,227	$25,977
Chris Donnelly	Chair	0.50	Officer Director	$0	$0	$0
Dawn Boulanger	2nd Vice Chair	0.50	Officer Director	$0	$0	$0
Marlena Sessions	Treasurer	0.50	Officer 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	$236,009	$236,388	$143,470	$-379
2023	$545,328	$821,869	$392,885	$-276,541
2021	$341,015	$161,765	$370,501	$179,250

California Workforce Association Foundation