CALIFORNIA ASSESSORS ASSOCIATION GROUP RETURN (EIN 900192573) - 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

2004

Legal Domicile

Phone

8054777166

Tax Period

2024-01-01 to 2024-12-31

CALIFORNIA ASSESSORS ASSOCIATION GROUP RETURN, founded in 2004, is a small nonprofit in the Community Improvement sector that reported $329K in total revenue in fiscal year 2024. Revenue surged 43% from the prior year, signaling strong growth momentum. Expenses of $388K exceeded revenue, resulting in a 18% operating deficit.

Mission

TO PROMOTE AND IMPROVE A FAIR PROPERTY TAX SYSTEM IN CALIFORNIA FOR THE PUBLIC GOOD.

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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 $0

Program Service Revenue $329,179

Investment Income $12

Other Revenue $0

TOTAL REVENUE $329,191

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $388,141

TOTAL EXPENSES $388,141

Year-over-Year Comparison

	2024	2023	Change
Revenue	$329,191	$230,100	+0.4%
Expenses	$388,141	$338,211	+0.1%
Net Income	$-58,950	$-108,111	-0.5%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE DIVITA-SEE STMT	Treasurer	3.00	Officer	$0	$0	$0
LYNN ZHANG-SEE STMT	Treasurer	1.00	Officer	$0	$0	$0
TARA FREITAS-SEE STMT	Treasurer	6.00	Officer	$0	$0	$0
KAN WANG-SEE STMT	Treasurer	2.00	Officer	$0	$0	$0
DAWN SOLIS-SEE STMT	Treasurer	1.00	Officer	$0	$0	$0
DEVA PROTO-SEE STMT	Treasurer	1.00	Officer	$0	$0	$0
CRAIG KAY-SEE STMT	Treasurer	2.50	Officer	$0	$0	$0
KRISTINE LEE-SEE STMT	Treasurer	1.00	Officer	$0	$0	$0
ROBERT MENVIELLE-SEE STMT	Treasurer	1.00	Officer	$0	$0	$0
ROBERT VAUGHN-SEE STMT	Treasurer	3.00	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	$329,191	$388,141	$169,587	$-58,950
2023	$230,100	$338,211	$228,537	$-108,111
2022	$173,700	$224,347	$336,648	$-50,647
2021	$59,708	$138,877	$387,295	$-79,169
2020	$84,649	$1,373	$466,464	$83,276
2019	$66,271	$14,585	$383,188	$51,686
2018	$139,275	$99,344	$331,502	$39,931

CALIFORNIA ASSESSORS ASSOCIATION GROUP RETURN