CAL PUBLIC EMPLOYERS LABOR RELATIO… - Form 990 Financial Data

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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

1975

Legal Domicile

Principal Officer

JANET CORY SOMMER

Phone

9254006323

Tax Period

2024-07-01 to 2025-06-30

CAL PUBLIC EMPLOYERS LABOR RELATIONS, founded in 1975, is a community nonprofit that reported $2.8M in total revenue in fiscal year 2024.

Mission

CALPELRA HELPS CALIFORNIA PUBLIC SECTOR EMPLOYERS BETTER SERVE THEIR COMMUNITIES BY PROVIDING COMPREHENSIVE, QUALITY TRAINING IN LABOR RELATIONS AND PERSONNEL MANAGEMENT AND BY FOSTERING PROFESSIONAL DEVELOPMENT WITH A DYNAMIC NETWORK OF SUPPORT.

Program Service Accomplishments

Program 1

CALPELRA'S ANNUAL CONFERENCE BRINGS TOGETHER CALIFORNIA PUBLIC AGENCY HUMAN RESOURCES, LABOR, AND EMPLOYMENT PROFESSIONALS AND PROVIDES A WIDE ARRAY OF EXCEPTIONAL TRAINING SESSIONS, NETWORKING...

CALPELRA'S ANNUAL CONFERENCE BRINGS TOGETHER CALIFORNIA PUBLIC AGENCY HUMAN RESOURCES, LABOR, AND EMPLOYMENT PROFESSIONALS AND PROVIDES A WIDE ARRAY OF EXCEPTIONAL TRAINING SESSIONS, NETWORKING OPPORTUNITIES, AND INFORMATION TO A BROAD GROUP OF PARTICIPANTS. THE ANNUAL CONFERENCE IS WIDELY RECOGNIZED AS THE PRE-EMINENT PUBLIC SECTOR LABOR AND EMPLOYMENT TRAINING PROGRAM IN CALIFORNIA AND THE NATION.

Program 2

CALPELRA OFFERED 12 LABOR ACADEMY AND LEARN PROGRAMS PROVIDING CRITICAL TRAINING TO HUNDREDS OF PUBLIC AGENCY PRACTITIONERS DURING THE TAX YEAR. THESE PROGRAMS INCLUDE PROGRAMS THAT (1) TEACH PUBLIC SECTOR LABOR RELATIONS PROFESSIONALS TO ENGAGE EFFECTIVELY IN LABOR NEGOTIATIONS TO MEET THE NEEDS OF THEIR PUBLIC AGENCIES WHILE AVOIDING UNFAIR LABOR PRACTICES AND ENHANCING RELATIONSHIPS WITH EMPLOYEE GROUPS; (2) TEACH PUBLIC SECTOR SUPERVISORS AND MANAGERS TO CONDUCT FAIR AND IMPARTIAL INVESTIGATIONS; AND (3) ASSIST SUPERVISORS AND MANAGERS TO EFFECTIVELY AND LEGALLY DISCIPLINE PUBLIC EMPLOYEES WHEN APPROPRIATE; AND (4) TEACH HUMAN RESOURCES PROFESSIONALS AND SUPERVISORS TO AVOID DISCRIMINATION AND PROVIDE REASONABLE ACCOMMODATIONS TO ENABLE DISABLED EMPLOYEES TO PERFORM THE ESSENTIAL FUNCTIONS OF THEIR JOBS.

Program 3

CALPELRA HAS ENHANCED AND IMPROVED ITS WEBSITE AND ASSOCIATION MANAGEMENT SYSTEM TO BETTER SERVE MEMBERS AND PROGRAM PARTICIPANTS BY PROVIDING IMPROVED ACCESS TO INFORMATION, RESOURCES, AND PROGRAMS...

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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 $38,400

Program Service Revenue $2,714,728

Investment Income $712

Other Revenue $0

TOTAL REVENUE $2,753,840

Expense Breakdown

Grants Paid $0

Salaries & Benefits $874,107

Fundraising Expenses $0

Other Expenses $2,011,115

TOTAL EXPENSES $2,885,222

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,753,840	$2,620,921	+0.1%
Expenses	$2,885,222	$2,382,736	+0.2%
Net Income	$-131,382	$238,185	-1.6%

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

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

$533,433

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY HAO	PRESIDENT	2.00	Officer Director	$0	$0	$0
SONYA MORRISON	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
DANA ANDERSON	SECRETARY	2.00	Officer Director	$0	$0	$0
LATANYA BELLOW	TREASURER	2.00	Officer Director	$0	$0	$0
ARAM CHAPARYAN	IMMEDIATE PAST PRESIDENT	2.00	Director	$0	$0	$0
BRAD RANKIN	MEMBER	2.00	Director	$0	$0	$0
THOM HARPOLE	MEMBER	2.00	Director	$0	$0	$0
BRENDAN SHANNON	MEMBER	2.00	Director	$0	$0	$0
SUKARI BESHEARS	MEMBER	2.00	Director	$0	$0	$0
JANET CORY SOMMER	CEO	40.00	Officer	$271,522	$54,876	$326,398
SUSAN CASSELL	COO	40.00	Officer	$162,603	$44,432	$207,035
RHONDA HOWERTON	FINANCE & FACILITIES MANAG	40.00	Highest	$136,034	$13,966	$150,000
ROSE ORTIZ	MEMBER SERVICES ADMINISTRATOR	40.00	Highest	$101,844	$32,620	$134,464

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	$2,753,840	$2,885,222	$3,214,416	$-131,382
2024	$2,620,921	$2,382,736	$2,993,526	$238,185
2023	$2,415,056	$2,217,639	$2,574,482	$197,417
2022	$1,850,800	$1,840,288	$2,131,130	$10,512
2021	$1,156,668	$1,059,343	$1,795,623	$97,325
2020	$2,122,064	$2,039,778	$1,557,406	$82,286
2019	$2,143,423	$2,181,280	$1,715,497	$-37,857

CAL PUBLIC EMPLOYERS LABOR RELATIONS