CAI BAY AREA & CENTRAL CALIFORNIA … - 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

1980

Legal Domicile

Principal Officer

WENDY MILLER

Phone

9166344211

Tax Period

2025-01-01 to 2025-12-31

CAI BAY AREA & CENTRAL CALIFORNIA CHAPTER, founded in 1980, is a small nonprofit that reported $714K in total revenue in fiscal year 2025.

Mission

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

Program Service Accomplishments

Program 1

EDUCATIONAL PROGRAMS RELATED TO LEGAL AND FINANCIAL ASPECTS OF CONDOMINIUM AND COOPERATIVE RESIDENTIAL ASSOCIATIONS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $713,673

Investment Income $51

Other Revenue $0

TOTAL REVENUE $713,724

Expense Breakdown

Grants Paid $0

Salaries & Benefits $147,580

Fundraising Expenses $0

Other Expenses $557,896

TOTAL EXPENSES $705,476

Year-over-Year Comparison

	2025	2024	Change
Revenue	$713,724	$711,220	+0.0%
Expenses	$705,476	$597,750	+0.2%
Net Income	$8,248	$113,470	-0.9%

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

123

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
SYDNEY DEMARCO	DIRECTOR	1.00	Director	$0	$0	$0
KAY DIACK	DIRECTOR	1.00	Director	$0	$0	$0
MATT MEADORS	DIRECTOR	1.00	Director	$0	$0	$0
TRACY RICHARDSON	DIRECTOR	1.00	Director	$0	$0	$0
MEGAN MUTIMER	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE MARKLE	DIRECTOR	1.00	Director	$0	$0	$0
WENDY MILLER	PRESIDENT	1.00	Officer Director	$0	$0	$0
TERRI GUEST	PRESIDENT EL	1.00	Officer Director	$0	$0	$0
MANDI NEWTON	PAST PRESIDE	1.00	Officer Director	$0	$0	$0
MELANIE MALIK	TREASURER	1.00	Officer Director	$0	$0	$0
KRISTIN AMARILLAS	SECRETARY	1.00	Officer Director	$0	$0	$0
ERIK ROSALES	EXECUTIVE DI	40.00	Highest	$120,475	$0	$120,475

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	$713,724	$705,476	$379,815	$8,248
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

CAI BAY AREA & CENTRAL CALIFORNIA CHAPTER