CALIFORNIA SCHOOL BOARDS ASSOCIATION (EIN 941510492) - 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

1952

Legal Domicile

Principal Officer

VERNON M BILLY

Phone

9163714691

Tax Period

2024-07-01 to 2025-06-30

CALIFORNIA SCHOOL BOARDS ASSOCIATION, founded in 1952, is a mid-sized nonprofit that reported $26.3M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $22.8M left a modest 13% surplus.

Mission

PROMOTING K-12 EDUCATION SUCCESS THROUGH GOVERNANCE TRAINING, POLICY DEVELOPMENT, 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 (2024)

Revenue Breakdown

Contributions & Grants $852,649

Program Service Revenue $24,668,396

Investment Income $787,081

Other Revenue $106

TOTAL REVENUE $26,308,232

Expense Breakdown

Grants Paid $46,921

Salaries & Benefits $15,560,160

Fundraising Expenses $0

Program Expenses $20,058,906

Other Expenses $7,158,483

TOTAL EXPENSES $22,765,564

Year-over-Year Comparison

	2024	2023	Change
Revenue	$26,308,232	$24,135,512	+0.1%
Expenses	$22,765,564	$22,045,109	+0.0%
Net Income	$3,542,668	$2,090,403	+0.7%

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

152

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

$835,179

Total Directors

$79,661

Key Employees

$2,074,662

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN MARKARIAN	IMMEDIATE PAST PRESIDENT TO 12/7/24	5.00	Officer Director	$13,495	$0	$13,495
ALBERT GONZALEZ	PRESIDENT TO 12/7/24 AND IMMEDIATE PAST PRESIDENT	5.00	Officer Director	$29,682	$0	$29,682
BETTYE LUSK	PRESIDENT-ELECT TO 12/7/24 AND PRESIDENT	5.00	Officer Director	$22,989	$0	$22,989
DEBRA SCHADE	VICE PRESIDENT TO 12/7/24 AND PRESIDENT-ELECT AS O	5.00	Officer Director	$13,495	$0	$13,495
SABRENA RODRIGUEZ	DIRECTOR REGION 11 TO 12/7/24 AND VICE PRESIDENT A	5.00	Officer Director	$0	$0	$0
TYLER NELSON	DIRECTOR REGION 1	1.00	Director	$0	$0	$0
SHERRY CRAWFORD	DIRECTOR REGION 2 TO 1/2/24	1.00	Director	$0	$0	$0
BRUCE ROSS	DIRECTOR REGION 2 AS OF 3/23/24	1.00	Director	$0	$0	$0
DAVID GRACIA	DIRECTOR REGION 3 TO 12/7/24	1.00	Director	$0	$0	$0
ROBIN JANKIEWICZ	DIRECTOR REGION 3 AS OF 2/1/25	1.00	Director	$0	$0	$0
RENEE NASH	DIRECTOR REGION 4	1.00	Director	$0	$0	$0
ALISA MACAVOY	DIRECTOR REGION 5 TO 12/7/24	1.00	Director	$0	$0	$0
PATRICIA MURRAY	DIRECTOR REGION 5 AS OF 2/1/25	1.00	Director	$0	$0	$0
JACKIE WONG	DIRECTOR REGION 6	1.00	Director	$0	$0	$0
RACHEL HURD	DIRECTOR REGION 7	1.00	Director	$0	$0	$0
CHRISTOPHER OASE	DIRECTOR REGION 8	1.00	Director	$0	$0	$0
ROGER SNYDER	DIRECTOR REGION 9	1.00	Director	$0	$0	$0
KATHY SPATE	DIRECTOR REGION 10	1.00	Director	$0	$0	$0
DANIEL SANDOVAL	DIRECTOR REGION 11 AS OF 2/1/25	1.00	Director	$0	$0	$0
WILLIAM FARRIS	DIRECTOR REGION 12	1.00	Director	$0	$0	$0
ANNETTE LEWIS	DIRECTOR REGION 14 AS OF 12/7/24	1.00	Director	$0	$0	$0
SUSAN HENRY	DIRECTOR REGION 15	1.00	Director	$0	$0	$0
KAREN GRAY	DIRECTOR REGION 16	1.00	Director	$0	$0	$0
ELEANOR EVANS	DIRECTOR REGION 17 AS OF 1/27/24	1.00	Director	$0	$0	$0
BRUCE DENNIS	DIRECTOR REGION 18	1.00	Director	$0	$0	$0
DEVON CONLEY	DIRECTOR REGION 20	1.00	Director	$0	$0	$0
TANYA ORTIZ FRANKLIN	DIRECTOR REGION 21 TO 9/9/24	1.00	Director	$0	$0	$0
ROCIO RIVAS	DIRECTOR REGION 21 AS OF 12/2/24	1.00	Director	$0	$0	$0
NANCY SMITH	DIRECTOR REGION 22	1.00	Director	$0	$0	$0
HELEN HALL	DIRECTOR REGION 23	1.00	Director	$0	$0	$0
JAN BAIRD	DIRECTOR REGION 24	1.00	Director	$0	$0	$0
CHRISTOPHER CLARK	DIRECTOR-AT-LARGE, AFRICAN AMERICAN	1.00	Director	$0	$0	$0
CHRISTINA CAMERON	DIRECTOR-AT-LARGE, AMERICAN INDIAN	1.00	Director	$0	$0	$0
SYLVIA LEONG	DIRECTOR-AT-LARGE, ASIAN PACIFIC ISLANDER	1.00	Director	$0	$0	$0
MICHAEL TEASDALE	DIRECTOR-AT-LARGE, COUNTY	1.00	Director	$0	$0	$0
JOAQUIN RIVERA	DIRECTOR-AT-LARGE, HISPANIC TO 12/7/24	1.00	Director	$0	$0	$0
ALMA CARINA CASTRO	DIRECTOR-AT-LARGE, HISPANIC AS OF 12/7/24	1.00	Director	$0	$0	$0
VERNON M BILLY	CEO/EXECUTIVE DIRECTOR	39.60	Officer	$404,789	$129,610	$534,399
LARE BLOODWORTH	CHIEF FINANCIAL OFFICER AS OF 1/2/24	37.00	Officer	$192,140	$28,979	$221,119
ROBERT TUERCK	CHIEF, LEGAL COUNSEL	4.00	Key Emp	$221,162	$47,435	$268,597
NAOMI EASON	CHIEF, RESEARCH & EDUCATION POLICY DEVELOPMENT	39.00	Key Emp	$204,085	$55,488	$259,573
PATRICK O'DONNELL	CHIEF, GOVERNMENTAL RELATIONS	40.00	Key Emp	$230,312	$81,528	$311,840
SCOTT HAMILTON	CHIEF TECHNOLOGY OFFICER	40.00	Key Emp	$194,325	$50,155	$244,480
KRISTIN LINDGREN-BRUZZONE	GENERAL COUNSEL	40.00	Key Emp	$241,676	$24,674	$266,350
TROY FLINT	CHIEF, COMMUNICATIONS	40.00	Key Emp	$161,924	$65,502	$227,426
JOSHUA DANIELS	CHIEF, POLICY AND GOVERNANCE TECHNOLOGY SERVICES	40.00	Key Emp	$213,730	$73,754	$287,484
AMY CHRISTIANSON	CHIEF, MEMBER SERVICES	28.00	Key Emp	$174,533	$34,379	$208,912
MARYELA MARTINEZ	SENIOR LEGAL SERVICES ATTORNEY	40.00	Highest	$179,130	$52,083	$231,213
ALEXANDRA WORTHY	SENIOR LEGAL SERVICES ATTORNEY	40.00	Highest	$171,685	$41,544	$213,229
ERIKA HOFFMAN	DEPUTY LEGISLATIVE DIRECTOR	40.00	Highest	$161,792	$43,189	$204,981
CHRISTOPHER REEFE	LEGISLATIVE DIRECTOR	40.00	Highest	$168,630	$34,612	$203,242
JAMES COLLINS	SENIOR DIRECTOR	19.60	Highest	$167,946	$15,465	$183,411

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	$26,308,232	$22,765,564	$29,401,671	$3,542,668
2024	$24,135,512	$22,045,109	$25,210,224	$2,090,403
2023	$22,202,968	$21,253,361	$22,606,366	$949,607
2022	$19,484,567	$18,574,415	$20,596,502	$910,152
2021	$18,147,572	$16,421,690	$20,580,834	$1,725,882
2020	$17,671,219	$17,201,773	$19,672,877	$469,446
2019	$17,902,808	$17,166,782	$19,878,293	$736,026

CALIFORNIA SCHOOL BOARDS ASSOCIATION