CALIFORNIA ASSOCIATION OF HEALTH FACILITIES (EIN 941507532) - 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

1950

Legal Domicile

Principal Officer

CASSIE DUNHAM

Phone

9164416400

Tax Period

2024-01-01 to 2024-12-31

CALIFORNIA ASSOCIATION OF HEALTH FACILITIES, founded in 1950, is a community nonprofit that reported $8.8M in total revenue in fiscal year 2024. The organization ran a surplus of $1.4M, a strong 16% operating margin.

Mission

PROVIDE MEMBERSHIP SERVICES TO EMPLOYEES OF SKILLED NURSING FACILITIES AND ASSOCIATE MEMBERS.

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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 $396,700

Program Service Revenue $7,431,080

Investment Income $793,981

Other Revenue $204,406

TOTAL REVENUE $8,826,167

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,914,983

Fundraising Expenses $0

Other Expenses $3,542,182

TOTAL EXPENSES $7,457,165

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,826,167	$8,251,269	+0.1%
Expenses	$7,457,165	$6,661,225	+0.1%
Net Income	$1,369,002	$1,590,044	-0.1%

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

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

$1,243,408

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOE MICELI	REGION 2 CHAIR	0.20	Director	$0	$0	$0
MARCY WOOLPERT	REGION 3 CHAIR	0.20	Director	$0	$0	$0
ROSMARY KILBY	BEHAVIORAL HEALTH CONFERENCE CHAIR	0.20	Director	$0	$0	$0
KATHLEEN GLASS	REGION 4 CHAIR	0.20	Director	$0	$0	$0
MIKE WILLIAMS	REGION 5 CHAIR	0.20	Director	$0	$0	$0
JAROD CHRISTENSEN	REGION 1 CHAIR	0.20	Director	$0	$0	$0
MATTHEW STEINORTH	DEV. DISABLED CONFERENCE CHAIR	0.20	Director	$0	$0	$0
CALVIN CALLAWAY	INDEPENDENT OWNERS CONFERENCE CHAIR	0.20	Director	$0	$0	$0
CLARK NELSON	MULTI FACILITY CONFERENCE CHAIR	0.20	Director	$0	$0	$0
JAY CADDELL	NON-PROFIT CONFERENCE CHAIR AND IMMEDIATE PAST CHA	0.20	Director	$0	$0	$0
ROSEMARIE CASTRO	NURSES COUNCIL	0.20	Director	$0	$0	$0
TIFFANY KARLIN	ASSOCIATE COUNCIL CHAIR	0.20	Director	$0	$0	$0
ALLAN ENGELAUF	IMMEDIATE PAST CHAIR	0.20	Officer Director	$0	$0	$0
MATT YARWOOD	IMMEDIATE PAST CHAIR	0.20	Officer Director	$0	$0	$0
JULIE BUTENKO	CHAIRMAN	0.20	Officer Director	$0	$0	$0
MATT STEVENSON	SECRETARY/TREASURER	0.20	Officer Director	$0	$0	$0
CRAIG CORNETT	CEO/PRESIDENT (THRU SEPT 2024)	38.00	Officer	$570,739	$88,791	$659,530
CASSIE DUNHAM	CEO/PRESIDENT (FROM OCT 2024)	38.00	Officer	$93,901	$7,928	$101,829
RITA CHEN FUJISAWA	COO/EXECUTIVE VICE PRESIDENT	40.00	Officer	$236,544	$28,767	$265,311
TONJA FONTES	CFO/VICE PRESIDENT	40.00	Officer	$181,802	$34,936	$216,738
YVONNE CHOONG	VICE PRESIDENT - POLICY	40.00	Highest	$178,115	$30,472	$208,587
JOE DIAZ	REGIONAL DIRECTOR	40.00	Highest	$172,882	$26,479	$199,361
DEANN WALTERS	DIRECTOR OF CLINICAL AFFAIRS/QUALITY IMPROVEMENT	40.00	Highest	$155,029	$24,698	$179,727
JEFF SANDMAN	DIRECTOR OF REIMBURSEMENT	40.00	Highest	$166,400	$13,106	$179,506
PATTI OWENS	DIRECTOR OF REGULATORY AFFAIRS	40.00	Highest	$137,794	$26,245	$164,039

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	$8,826,167	$7,457,165	$22,396,600	$1,369,002
2023	$8,251,269	$6,661,225	$20,556,285	$1,590,044
2022	$7,806,782	$7,044,568	$18,676,381	$762,214
2021	$7,665,743	$6,974,441	$19,218,296	$691,302
2020	$7,258,631	$6,445,482	$19,373,137	$813,149
2019	$7,901,882	$7,179,995	$17,297,006	$721,887
2018	$7,887,052	$6,529,742	$16,389,822	$1,357,310

CALIFORNIA ASSOCIATION OF HEALTH FACILITIES