CALIFORNIA SELF-INSURERS ASSOCIATION (EIN 940361450) - 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

Legal Domicile

Principal Officer

JILL DULICH

Phone

7146797707

Tax Period

2023-01-01 to 2023-12-31

CALIFORNIA SELF-INSURERS ASSOCIATION is a small nonprofit that reported $268K in total revenue in fiscal year 2023. Revenue surged 76% from the prior year, signaling strong growth momentum. Expenses of $230K left a modest 14% surplus.

Mission

TO PROTECT THE VIABILITY OF SELF INSURERS IN CALIFORNIA BY PROVIDING LEADERSHIP TO THE SELF-INSURED WORKERS' COMPENSATION COMMUNITY THROUGH EDUCATION, COMMUNICATION AND ADVOCACY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $262,800

Investment Income $4,795

Other Revenue $0

TOTAL REVENUE $267,595

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $92,490

Fundraising Expenses $0

Program Expenses $228,429

Other Expenses $132,956

TOTAL EXPENSES $230,446

Year-over-Year Comparison

	2023	2022	Change
Revenue	$267,595	$152,416	+0.8%
Expenses	$230,446	$179,435	+0.3%
Net Income	$37,149	$-27,019	-2.4%

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

N/A

Volunteers

N/A

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

$92,490

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOE CARRESI	BOARD MEMBER	0.00	Director	$0	$0	$0
CATHEY JACKSON	CHAIR/BOARD MEMBER	0.00	Officer Director	$0	$0	$0
LINDA SAVAGE	SECRETARY/TREASURER	0.00	Officer Director	$0	$0	$0
DEBBIE ESHAN	BOARD MEMBER	0.00	Director	$0	$0	$0
CHERIE JOHNSON	BOARD MEMBER	0.00	Director	$0	$0	$0
STEPHEN GEORGE	BOARD MEMBER	0.00	Director	$0	$0	$0
TYRONE SPEARS	VICE CHAIR/BOARD MEMBER	0.00	Officer Director	$0	$0	$0
SUZANNE KINSEY	BOARD MEMBER	0.00	Director	$0	$0	$0
JOAN VINCENZ	BOARD MEMBER	0.00	Director	$0	$0	$0
JULIAN ROBINSON	BOARD MEMBER	0.00	Director	$0	$0	$0
JILL DULICH	EXECUTIVE DIRECTOR	20.00	Officer	$92,490	$0	$92,490

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$267,595	$230,446	$384,368	$37,149
2022	$152,416	$179,435	$347,219	$-27,019
2021	$86,150	$134,413	$374,238	$-48,263
2020	$132,941	$86,781	$422,501	$46,160

CALIFORNIA SELF-INSURERS ASSOCIATION