CALIFORNIA ASSOCIATION OF PUBLIC PROCUREMENT OFFICIALS INC (EIN 942793199) - 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

1915

Legal Domicile

Principal Officer

SHIELA LOCATELLI WALLACE

Phone

8005921970

Tax Period

2024-03-01 to 2025-02-28

CALIFORNIA ASSOCIATION OF PUBLIC PROCUREMENT OFFICIALS INC, founded in 1915, is a community nonprofit in the Unknown sector that reported $1.2M in total revenue in fiscal year 2024. Expenses of $1.0M left a modest 14% surplus.

Mission

CERTIFYING AND PROVIDING CONTINUING EDUCATION FOR PUBLIC PURCHASE OFFICERS.

🔒

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 $0

Program Service Revenue $1,136,335

Investment Income $17,327

Other Revenue $10,276

TOTAL REVENUE $1,163,938

Expense Breakdown

Grants Paid $8,875

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $763,022

Other Expenses $991,255

TOTAL EXPENSES $1,000,130

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,163,938	$1,078,023	+0.1%
Expenses	$1,000,130	$992,906	+0.0%
Net Income	$163,808	$85,117	+0.9%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALLEN HUNSBERGER	PRESIDENT	4.00	Officer Director	$0	$0	$0
DARRYL SWEET	IMMEDIATE PAST PRESIDENT	4.00	Officer Director	$0	$0	$0
SCOTT MUNZENMAIER	1ST VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
JENNIFER ALFORD	2ND VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
SYLVESTER DONELSON JR	SECRETARY/TREASURER	4.00	Officer Director	$0	$0	$0
ELIZABETH MILLWEE	DIRECTOR NORTH	3.00	Director	$0	$0	$0
UMIIKA WRIGHT	DIRECTOR NORTH	3.00	Director	$0	$0	$0
LISA MARROQUIN	DIRECTOR SOUTH	3.00	Director	$0	$0	$0
MARIA AGRUSA	DIRECTOR SOUTH	3.00	Director	$0	$0	$0
ERIKA ESTRADA ALVAREZ	DIRECTOR AT LARGE	3.00	Director	$0	$0	$0
BARBARA MASON	DIRECTOR AT LARGE	3.00	Director	$0	$0	$0
MICHAEL DERR	PARTNER LIAISON	3.00	Director	$0	$0	$0
SHIELA LOCATELLI WALLACE	EXECUTIVE OFFICER	4.00	Officer Director	$0	$0	$0
MARY HORGER	DIRECTOR AT LARGE	3.00	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
2025	$1,163,938	$1,000,130	$1,439,823	$163,808
2024	$1,078,023	$992,906	$1,245,885	$85,117
2023	$788,709	$797,651	$1,067,934	$-8,942
2022	$646,291	$625,207	$1,099,625	$21,084
2021	$290,121	$331,983	$1,033,272	$-41,862
2020	$852,990	$788,458	$1,304,547	$64,532
2019	$734,503	$640,238	$890,871	$94,265

CALIFORNIA ASSOCIATION OF PUBLIC PROCUREMENT OFFICIALS INC