California Long Term Care Ombudsman Association (EIN 942659731) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1980

Legal Domicile

Phone

8057850132

Tax Period

2024-07-01 to 2025-06-30

California Long Term Care Ombudsman Association, founded in 1980, is a small nonprofit that reported $128K in total revenue in fiscal year 2024. Revenue surged 64% from the prior year, signaling strong growth momentum. Expenses of $116K left a modest 10% surplus.

Mission

Providing leadership and advocacy to local long term care Ombudsman programs in California.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $86,770

Program Service Revenue $0

Investment Income $40,885

Other Revenue $24

TOTAL REVENUE $127,679

Expense Breakdown

Grants Paid $0

Salaries & Benefits $89,175

Fundraising Expenses $13,512

Program Expenses $80,001

Other Expenses $26,326

TOTAL EXPENSES $115,501

Year-over-Year Comparison

	2024	2023	Change
Revenue	$127,679	$77,687	+0.6%
Expenses	$115,501	$115,807	0.0%
Net Income	$12,178	$-38,120	-1.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$82,076

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Crista Barnett Nelson	President	5.00	Officer Director	$0	$0	$0
Rachel Tate	Vice President	2.00	Officer Director	$0	$0	$0
Paulette Erwin	Secretary	2.00	Officer Director	$0	$0	$0
Karen Jones	Treasurer	5.00	Officer Director	$0	$0	$0
Libby Anderson	Immediate Past President	2.00	Officer Director	$0	$0	$0
Marco Quintanar	Board Member	1.00	Director	$0	$0	$0
Melissa Flaherty	Board Member	1.00	Director	$0	$0	$0
Andrea Bruhnke	Board Member	1.00	Director	$0	$0	$0
John Geiger	Board Member	1.00	Director	$0	$0	$0
Kim Johnson	Board Member	1.00	Director	$0	$0	$0
Tabatha Sebastian	Board Member	1.00	Director	$0	$0	$0
Sunita Upchurch	Board Member	1.00	Director	$0	$0	$0
Jason Sullivan-Halpern	Association Director	40.00	Officer	$82,076	$0	$82,076

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	$127,679	$115,501	$400,144	$12,178
2024	$77,687	$115,807	$358,606	$-38,120
2023	$83,836	$79,805	$386,601	$4,031
2022	$66,545	$88,995	$371,810	$-22,450
2021	$105,580	$110,411	$447,697	$-4,831
2020	$65,735	$87,863	$420,555	$-22,128
2019	$33,973	$85,602	$433,145	$-51,629
2018	$39,369	$81,082	$476,198	$-41,713

California Long Term Care Ombudsman Association