SAN FRANCISCO BAY AREA CHAPTER OF CAI (EIN 943013710) - 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

Principal Officer

CHARLOTTE ALLEN

Phone

9166344211

Tax Period

2023-01-01 to 2023-12-31

SAN FRANCISCO BAY AREA CHAPTER OF CAI, founded in 1980, is a small nonprofit that reported $527K in total revenue in fiscal year 2023.

Mission

THE ORGANIZATION'S MISSION IS TO PROVIDE LEGAL, FINANCIAL AND MANAGEMENT EDUCATION TO THOSE THAT GOVERN COMMON INTEREST REALTY ASSOCIATIONS.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $527,109

Investment Income $81

Other Revenue $0

TOTAL REVENUE $527,190

Expense Breakdown

Grants Paid $0

Salaries & Benefits $45,764

Fundraising Expenses $0

Other Expenses $520,979

TOTAL EXPENSES $566,743

Year-over-Year Comparison

	2023	2022	Change
Revenue	$527,190	$538,831	0.0%
Expenses	$566,743	$648,587	-0.1%
Net Income	$-39,553	$-109,756	-0.6%

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
SONIA LOPEZ	DIRECTOR	1.00	Director	$0	$0	$0
TRACY RICHARDSON	DIRECTOR	1.00	Director	$0	$0	$0
TERRI GUEST	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA WARD	DIRECTOR	1.00	Director	$0	$0	$0
BRAD HUFFMAN	DIRECTOR	1.00	Director	$0	$0	$0
NINA KASPER-WHITE	DIRECTOR	1.00	Director	$0	$0	$0
CHARLOTTE ALLEN	PRESIDENT	1.00	Officer Director	$0	$0	$0
MANDI NEWTON	PRESIDENT EL	1.00	Officer Director	$0	$0	$0
WENDY BENNER MILLER	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
KELLY ZIBELL	TREASURER	1.00	Officer Director	$0	$0	$0
KRISTIN AMARILLAS	SECRETARY	1.00	Officer Director	$0	$0	$0
JENIFER MCDONALD	EXECUTIVE DI	20.00	Officer	$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
2024	No data	No data	No data	No data
2023	$527,190	$566,743	$219,429	$-39,553
2022	$538,831	$648,587	$223,223	$-109,756
2021	$407,700	$340,634	$491,727	$67,066
2020	$300,427	$338,984	$365,102	$-38,557
2019	$651,933	$655,069	$286,721	$-3,136
2018	$647,986	$666,808	$488,743	$-18,822

SAN FRANCISCO BAY AREA CHAPTER OF CAI