CANAL ALLIANCE

EIN: 942832648 501(c)(3) Religion

SAN RAFAEL, CA

Total Revenue
$18,507,172
Total Expenses
$16,799,252
Total Assets
$38,116,176
Net Assets
$17,616,753
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Financial Trends

Organization Details

Formation Year
1982
Legal Domicile
CA
Principal Officer
OMAR CARRERA
Phone
4154542640
Tax Period
2024-07-01 to 2025-06-30

CANAL ALLIANCE, founded in 1982, is a mid-sized nonprofit in the Religion sector that reported $18.5M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $16.8M left a modest 9% surplus.

Mission

CANAL ALLIANCE HAS BEEN THE LEADING SERVICE PROVIDER AND COMMUNITY ADVOCATE FOR MARIN'S EXTREMELY LOW-INCOME IMMIGRANT COMMUNITY FOR 39 YEARS. EACH YEAR, THE ORGANIZATION COLLABORATES WITH OVER 60 AGENCIES AND ENGAGES HUNDREDS OF VOLUNTEERS TO SERVE MORE THAN 4,000 INDIVIDUALS AND FAMILIES. CANAL ALLIANCE EXISTS TO BREAK THE GENERATIONAL CYCLE OF POVERTY FOR LATINO IMMIGRANTS AND THEIR FAMILIES BY LIFTING BARRIERS TO THEIR SUCCESS. BECAUSE BREAKING THE GENERATIONAL CYCLE OF POVERTY IS EXTREMELY COMPLEX, OUR PROGRAM MODEL OFFERS COMPREHENSIVE AND MULTIFACETED APPROACHES THAT SIMULTANEOUSLY IMPROVE INDIVIDUAL AND FAMILY STABILITY AND WELL-BEING, EDUCATION, AND EMPLOYMENT. OUR PRIMARY STRATEGY IS TO HELP CLIENTS ACCESS EDUCATION AND IMMIGRATION LEGAL SERVICES, BOTH OF WHICH HAVE BEEN SHOWN TO IMPROVE OUTCOMES RELATED TO EMPLOYMENT AND INCOME, AND COMBINED, HAVE THE GREATEST IMPACT ON IMPROVING ECONOMIC OUTCOMES FOR IMMIGRANTS.

Program Service Accomplishments

Program 1
Expenses: $3,745,686 Revenue: $5,128,069

THE SOCIAL SERVICES TEAM PLAYS A CRITICAL ROLE IN HELPING FAMILIES ACCESS SAFETY NET SERVICES TO ADDRESS ANY URGENT NEEDS, ACCESS OUR WEEKLY FOOD PANTRY, AND GET REFERRALS TO OUR LICENSED CLINICIANS...

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THE SOCIAL SERVICES TEAM PLAYS A CRITICAL ROLE IN HELPING FAMILIES ACCESS SAFETY NET SERVICES TO ADDRESS ANY URGENT NEEDS, ACCESS OUR WEEKLY FOOD PANTRY, AND GET REFERRALS TO OUR LICENSED CLINICIANS FOR BEHAVIORAL HEALTH SERVICES. SINCE THE START OF THE PANDEMIC, THIS TEAM HAS BEEN ON THE FRONT LINES OF OUR RESPONSE HELPING CLIENTS ACCESS FINANCIAL AND RENTAL ASSISTANCE, UNEMPLOYMENT INSURANCE, SMALL BUSINESS LOANS, AND OTHER RESOURCES.

Program 2
Expenses: $2,359,947

OUR IMMIGRATION LEGAL SERVICES DEPARTMENT IS THE ONLY PROVIDER OF COMPREHENSIVE AND AFFORDABLE IMMIGRATION LEGAL SERVICES IN MARIN COUNTY. ILS HELPS CLIENTS SEEKING INFORMATION ABOUT THEIR LEGAL...

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OUR IMMIGRATION LEGAL SERVICES DEPARTMENT IS THE ONLY PROVIDER OF COMPREHENSIVE AND AFFORDABLE IMMIGRATION LEGAL SERVICES IN MARIN COUNTY. ILS HELPS CLIENTS SEEKING INFORMATION ABOUT THEIR LEGAL RIGHTS AND OPTIONS BY PROVIDING LEGAL CONSULTATIONS, REFERRALS, AND REPRESENTATION AND CONDUCTING LEGAL OUTREACH AND EDUCATION, OFFERING A KEY PATHWAY OUT OF POVERTY BY HELPING CLIENTS GAIN LEGAL WORK AUTHORIZATION AND NATURALIZATION/CITIZENSHIP.

Program 3
Expenses: $1,802,723

YOUTH EDUCATION - AFTER SCHOOL EDUCATIONAL ASSISTANCE SERVICES FOR STUDENTS THROUGH HIGH SCHOOL AND COLLEGE PLACEMENT ASSISTANCE.

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Trantor Score

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $12,901,312
Program Service Revenue $5,128,069
Investment Income $456,835
Other Revenue $20,956
TOTAL REVENUE $18,507,172

Expense Breakdown

Grants Paid $1,276,783
Salaries & Benefits $9,199,447
Fundraising Expenses $1,851,690
Program Expenses $12,114,649
Other Expenses $6,323,022
TOTAL EXPENSES $16,799,252

Year-over-Year Comparison

2024 2023 Change
Revenue $18,507,172 $15,734,230 +0.2%
Expenses $16,799,252 $16,401,627 +0.0%
Net Income $1,707,920 $-667,397 -3.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
16
Independent Members
16
Employees
152
Volunteers
200

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
6
$661,776
Total Directors
17
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARA PEREZ PHD PRESIDENT 5.00
Officer Director
$0 $0 $0
MORRIS BEAZLEY VICE PRESIDENT 5.00
Officer Director
$0 $0 $0
MARTIN LENARZ-GEISEN TREASURER 5.00
Officer Director
$0 $0 $0
KAREN ROSENQUIST SECRETARY 5.00
Officer Director
$0 $0 $0
MARCOS ANTHONY MONTES BOARD MEMBER 5.00
Director
$0 $0 $0
ROBERTO ANTONIO HERNANDEZ BOARD MEMBER 5.00
Director
$0 $0 $0
TINA BURGELMAN BOARD MEMBER 5.00
Director
$0 $0 $0
ALAN BURR BOARD MEMBER 5.00
Director
$0 $0 $0
JENNIFER CASTANEDA BOARD MEMBER 5.00
Director
$0 $0 $0
DIANA LOPEZ BOARD MEMBER 5.00
Director
$0 $0 $0
DEYSI MENDEZ BOARD MEMBER 5.00
Director
$0 $0 $0
MICHAEL METZNER BOARD MEMBER 5.00
Director
$0 $0 $0
JAIME ORTIZ BOARD MEMBER 5.00
Director
$0 $0 $0
ROBERT REYNOLDS BOARD MEMBER 5.00
Director
$0 $0 $0
RICARDO S SOTO BOARD MEMBER 5.00
Director
$0 $0 $0
THOMAS TUNNY BOARD MEMBER 5.00
Director
$0 $0 $0
DAVID WILLIAMS BOARD MEMBER (LEFT 12/24) 5.00
Director
$0 $0 $0
OMAR CARRERA CEO 32.00
Officer
$430,482 $21,767 $452,249
KAREN RODRIGUEZ CFO 32.00
Officer
$190,765 $18,762 $209,527
SARA MATSON CDO 32.00
Highest
$174,883 $13,659 $188,542
RICHARD MARTINEZ CPO 32.00
Highest
$169,587 $17,679 $187,266
JOHANNA SCHLERET CHRO 32.00
Highest
$169,587 $15,259 $184,846
GARY HUME DIRECTOR OF INFORMATION SYSTEMS 32.00
Highest
$143,106 $4,920 $148,026
JOANA CASTRO SIMONINI DIRECTOR, ILS 32.00
Highest
$140,988 $14,570 $155,558
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 $18,507,172 $16,799,252 $38,116,176 $1,707,920
2024 $15,734,230 $16,401,627 $34,124,832 $-667,397
2023 $17,791,493 $12,189,053 $22,780,176 $5,602,440
2022 $13,069,505 $10,306,319 $13,209,485 $2,763,186
2021 $11,487,159 $10,700,627 $9,474,175 $786,532
2020 $10,264,414 $7,935,161 $8,494,888 $2,329,253
2019 $5,712,048 $6,114,756 $5,534,784 $-402,708
2018 $6,381,267 $5,214,035 $5,846,047 $1,167,232
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