California Disability Services Association (EIN 943329490) - Form 990 Financial Analysis & Trantor Score

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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

1999

Legal Domicile

Principal Officer

WENDY FORKAS

Phone

9164415844

Tax Period

2023-07-01 to 2024-06-30

California Disability Services Association, founded in 1999, is a community nonprofit in the Community Improvement sector that reported $1.3M in total revenue in fiscal year 2023. The organization ran a surplus of $207K, a strong 16% operating margin.

Mission

THE CALIFORNIA DISABILITY SERVICES ASSOCIATION CHAMPIONS OPTIONS AND ACCESS FOR THE IDD COMMUNITY BY CONNECTING, REPRESENTING, AND EMPOWERING THE PROVIDERS WHO SUPPOET THEM.

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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 (2023)

Revenue Breakdown

Contributions & Grants $35,390

Program Service Revenue $1,103,433

Investment Income $61,706

Other Revenue $77,886

TOTAL REVENUE $1,278,415

Expense Breakdown

Grants Paid $25,000

Salaries & Benefits $704,128

Fundraising Expenses $0

Other Expenses $342,649

TOTAL EXPENSES $1,071,777

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,278,415	$1,239,639	+0.0%
Expenses	$1,071,777	$1,085,950	0.0%
Net Income	$206,638	$153,689	+0.3%

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

N/A

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

$178,790

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WENDY FORKAS	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOSH BRAUER	VIE PRESIDENT	1.00	Officer Director	$0	$0	$0
TAMICA HILL	SECRETARY	1.00	Officer Director	$0	$0	$0
HARRY BRUELL	TREASURER	1.00	Officer Director	$0	$0	$0
ELIZABETH CLARY	DIRECTOR	1.00	Director	$0	$0	$0
EDWARD HERSHEY	DIRECTOR	1.00	Director	$0	$0	$0
RON KILLINGSWORTH	DIRECTOR	1.00	Director	$0	$0	$0
SARAH VERITY	DIRECTOR	1.00	Director	$0	$0	$0
CHERYL WHITE	DIRECTOR	1.00	Director	$0	$0	$0
BARRY G JARDINI	EXECUTIVE DIRECTOR	40.00	Officer	$173,519	$5,271	$178,790
LAUREN M DOW	PUBLIC AFFAIRS DIRECTOR	40.00	Highest	$116,786	$0	$116,786
JAMES W SCOTT	ASSOCIATE DIRECTOR	40.00	Highest	$125,500	$0	$125,500

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	$1,278,415	$1,071,777	$1,851,024	$206,638
2023	$1,239,639	$1,085,950	$1,773,749	$153,689
2022	$1,099,242	$953,117	$1,191,500	$146,125
2021	$1,121,052	$809,005	$1,113,988	$312,047
2020	$692,709	$663,694	$751,296	$29,015
2019	$716,455	$645,808	$732,257	$70,647

California Disability Services Association