CSAC Finance Corporation

EIN: 943010425

Sacramento, CA

Total Revenue
$9,227,739
Total Expenses
$9,363,414
Total Assets
$22,897,338
Net Assets
$22,398,981
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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
1986
Legal Domicile
CA
Principal Officer
Robert Pierce
Phone
9166508120
Tax Period
2024-07-01 to 2025-06-30

CSAC Finance Corporation, founded in 1986, is a community nonprofit that reported $9.2M in total revenue in fiscal year 2024. Net assets of $22.4M represent 29 months of operating reserves.

Mission

TO PROVIDE A BROAD ARRAY OF FINANCE, INVESTMENT, INSURANCE AND PUBLIC SERVICES TO BENEFIT CALIFORNIA COUNTIES AND RELATED PUBLIC AGENCIES.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $8,361,834
Investment Income $805,142
Other Revenue $60,763
TOTAL REVENUE $9,227,739

Expense Breakdown

Grants Paid $5,725,000
Salaries & Benefits $2,459,649
Fundraising Expenses $0
Program Expenses $8,939,301
Other Expenses $1,178,765
TOTAL EXPENSES $9,363,414

Year-over-Year Comparison

2024 2023 Change
Revenue $9,227,739 $9,529,610 0.0%
Expenses $9,363,414 $9,145,714 +0.0%
Net Income $-135,675 $383,896 -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

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Governance

Voting Members
11
Independent Members
11
Employees
8
Volunteers
11

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
2
$975,075
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Alan Fernandes CEO 40.00
Officer
$361,045 $174,914 $535,959
Robert Pierce COO 40.00
Officer
$282,844 $156,272 $439,116
James Manker Dir of Business Dev 40.00
$196,914 $96,775 $293,689
Christy Higgins Dir of Operations 40.00
$148,595 $59,205 $207,800
Stacie Frerichs Dir of Bus Program 40.00
$127,644 $51,830 $179,474
Oscar Villegas President 0.50
Director
$0 $0 $0
Graham Knaus Vice President 0.50
Director
$0 $0 $0
Ryan Alsop Treasurer 0.50
Director
$0 $0 $0
Kathryn Barger BOARD MEMBER 0.50
Director
$0 $0 $0
Vernon Billy BOARD MEMBER 0.50
Director
$0 $0 $0
Edward Hill BOARD MEMBER 0.50
Director
$0 $0 $0
Matt Jennings BOARD MEMBER 0.50
Director
$0 $0 $0
Miguel Marquez BOARD MEMBER 0.50
Director
$0 $0 $0
Susan Muranishi BOARD MEMBER 0.50
Director
$0 $0 $0
William Billy Rutland BOARD MEMBER 0.50
Director
$0 $0 $0
Ed Valenzuela BOARD MEMBER 0.50
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 $9,227,739 $9,363,414 $22,897,338 $-135,675
2024 No data No data No data No data
2023 $8,866,567 $8,610,932 $22,730,521 $255,635
2022 $12,934,423 $7,374,063 $22,360,310 $5,560,360
2021 $9,959,379 $6,982,962 $16,799,451 $2,976,417
2020 $6,039,216 $7,056,471 $13,710,747 $-1,017,255
2019 $17,463,395 $7,223,516 $15,276,428 $10,239,879
2018 $7,557,660 $5,832,476 $4,301,956 $1,725,184
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