CALIFORNIA RETAILERS ASSOCIATION (EIN 940361130) - 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

1933

Legal Domicile

Principal Officer

RACHEL MICHELIN

Phone

9164431975

Tax Period

2024-01-01 to 2024-12-31

CALIFORNIA RETAILERS ASSOCIATION, founded in 1933, is a community nonprofit that reported $2.7M in total revenue in fiscal year 2024. Revenue surged 67% from the prior year, signaling strong growth momentum. The organization ran a surplus of $424K, a strong 15% operating margin.

Mission

TO ALERT, ADVISE AND ADVANCE ITS MEMBERSHIP'S INTERESTS IN MATTERS OF CONCERN TO THE RETAIL 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 (2024)

Revenue Breakdown

Contributions & Grants $2,746,538

Program Service Revenue $0

Investment Income $189

Other Revenue $0

TOTAL REVENUE $2,746,727

Expense Breakdown

Grants Paid $0

Salaries & Benefits $885,608

Fundraising Expenses $0

Program Expenses $0

Other Expenses $1,437,392

TOTAL EXPENSES $2,323,000

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,746,727	$1,645,188	+0.7%
Expenses	$2,323,000	$1,537,081	+0.5%
Net Income	$423,727	$108,107	+2.9%

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

$400,200

Total Directors

$400,200

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RACHEL MICHELIN	EXECUTIVE DIRECTOR	40	Officer Director	$400,200	$0	$400,200
SARAH POLLO	DIRECTOR, COMMUNICATIONS & PUBLIC AFFAIRS	40	Highest	$142,925	$0	$142,925
RYAN J ALLAIN	DIRECTOR, GOVERNMENT AFFAIRS	40	Highest	$122,200	$0	$122,200
CHELSEA MINOR	IMMEDIATE PAST CHAIR	5	Officer Director	$0	$0	$0
DANIELLE HOHOS	VICE CHAIR	5	Officer Director	$0	$0	$0
BLAIR REINARMAN	SECRETARY	5	Officer Director	$0	$0	$0
DAN LOPEZ	TREASURER	5	Officer Director	$0	$0	$0
JONATHAN CHOI	BOARD MEMBER	5	Director	$0	$0	$0
STEPHANIE SHERIDAN	BOARD MEMBER	5	Director	$0	$0	$0
STEVE THOMAS	BOARD MEMBER	5	Director	$0	$0	$0
OPIO DUPREE	BOARD MEMBER	5	Director	$0	$0	$0
FRANCISCO CASTILLO	BOARD MEMBER	5	Director	$0	$0	$0
FRAN INMAN	BOARD MEMBER	5	Director	$0	$0	$0
BRENDA PALOMINO	BOARD MEMBER	5	Director	$0	$0	$0
KRISTINE STAAF	BOARD MEMBER	5	Director	$0	$0	$0
DAVID MCKINNEY	BOARD MEMBER	5	Director	$0	$0	$0
CARLA SAPORTA CHENG	BOARD MEMBER	5	Director	$0	$0	$0
DAVID SHERWOOD	BOARD MEMBER	5	Director	$0	$0	$0
JOHN KIRKHAM	BOARD MEMBER	5	Director	$0	$0	$0
JOHN DILON	BOARD MEMBER	5	Director	$0	$0	$0
MEREDITH PRELOH	BOARD MEMBER	5	Director	$0	$0	$0
JASON STRACZEWSKI	BOARD MEMBER	5	Director	$0	$0	$0
LUPE DE LA CRUZ	BOARD MEMBER	5	Director	$0	$0	$0
JASON BREWER	BOARD MEMBER	5	Director	$0	$0	$0
JERMAINE SMITH	BOARD MEMBER	5	Director	$0	$0	$0
CHRISTINE DUGGER	BOARD MEMBER	5	Director	$0	$0	$0
KENT KAUSS	BOARD MEMBER	5	Director	$0	$0	$0
ANGELA HOFMANN	BOARD MEMBER	5	Director	$0	$0	$0
ALEX RANDOLPH	BOARD MEMBER	5	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
2024	$2,746,727	$2,323,000	$1,551,242	$423,727
2023	$1,645,188	$1,537,081	$1,120,763	$108,107
2022	$1,877,689	$1,411,543	$1,001,910	$466,146
2021	$1,600,433	$1,299,637	$566,971	$300,796
2020	$1,317,059	$1,321,890	$85,564	$-4,831
2019	$1,041,212	$1,097,706	$100,409	$-56,494
2018	$1,017,517	$895,655	$153,244	$121,862

CALIFORNIA RETAILERS ASSOCIATION