CALIFORNIA APPLICANTS ATTORNEYS ASSOCIATION (EIN 942548402) - 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

1985

Legal Domicile

Principal Officer

SCOTT T FORD

Phone

9164445155

Tax Period

2023-10-01 to 2024-09-30

CALIFORNIA APPLICANTS ATTORNEYS ASSOCIATION, founded in 1985, is a community nonprofit that reported $3.6M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $3.2M left a modest 11% surplus.

Mission

TO PROVIDE EDUCATION REGARDING WORKER'S COMPENSATION AND TO ADVOCATE ON BEHALF OF INJURED WORKERS AND THE ORGANIZATION IN THE STATE LEGISLATURE, AND ADMINISTRATIVE AGENCIES SUCH AS THE DEPARTMENT OF INDUSTRIAL RELATIONS, AND THE DEPARTMENT OF INSURANCE.

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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 $1,041,435

Program Service Revenue $2,427,336

Investment Income $52,951

Other Revenue $45,042

TOTAL REVENUE $3,566,764

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,057,497

Fundraising Expenses $0

Other Expenses $2,118,202

TOTAL EXPENSES $3,175,699

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,566,764	$3,098,450	+0.2%
Expenses	$3,175,699	$2,932,734	+0.1%
Net Income	$391,065	$165,716	+1.4%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIANE WORLEY	EXECUTIVE DIRECTOR	55.00		$306,646	$27,374	$334,020
CRYSTAL BOLANOS	DIR EDUC & EVENTS	40.00		$120,345	$12,258	$132,603
ANDREA ROBERTSON	DIR. OF MEMBERSHIP	40.00		$120,834	$3,319	$124,153
MEGAN RUBLE	President	20.00	Officer Director	$0	$0	$0
SCOTT T FORD	PRESIDENT ELECT	20.00	Officer Director	$0	$0	$0
BERNIE BALTAXE	Treasurer	20.00	Officer Director	$0	$0	$0
TIFFANY SPEERS	Secretary	20.00	Officer Director	$0	$0	$0
JASON MARCUS	LEGISLATIVE CHA	20.00	Officer Director	$0	$0	$0
JAMES ACHERMANN	Secretary	20.00	Officer 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	$3,566,764	$3,175,699	$2,672,092	$391,065
2023	$3,098,450	$2,932,734	$2,483,746	$165,716
2022	$3,052,125	$2,570,716	$2,358,260	$481,409
2021	$1,979,755	$1,497,170	$1,569,618	$482,585
2020	$2,761,831	$2,621,167	$1,060,770	$140,664
2019	$3,470,045	$3,604,894	$898,692	$-134,849
2018	$2,278,068	$2,229,765	$1,099,552	$48,303

CALIFORNIA APPLICANTS ATTORNEYS ASSOCIATION