CALIFORNIA ASSOCIATION OF IB WORLD SCHOOLS (EIN 943381716) - 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

2000

Legal Domicile

Principal Officer

ROBIN OLIVER

Phone

9098969557

Tax Period

2024-07-01 to 2025-06-30

CALIFORNIA ASSOCIATION OF IB WORLD SCHOOLS, founded in 2000, is a small nonprofit in the Education sector that reported $785K in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring.

Mission

TO COORDINATE INTERNATIONAL BACCALAUREATE TEACHER ACTIVITIES IN CALIFORNIA.

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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 (2024)

Revenue Breakdown

Contributions & Grants $22,500

Program Service Revenue $761,274

Investment Income $931

Other Revenue $0

TOTAL REVENUE $784,705

Expense Breakdown

Grants Paid $15,900

Salaries & Benefits $90,167

Fundraising Expenses $0

Program Expenses $723,440

Other Expenses $727,695

TOTAL EXPENSES $833,762

Year-over-Year Comparison

	2024	2023	Change
Revenue	$784,705	$1,005,264	-0.2%
Expenses	$833,762	$1,332,567	-0.4%
Net Income	$-49,057	$-327,303	-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

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

$94,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL WINSATT	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
RICK BARLOW	PRESIDENT	2.00	Officer Director	$0	$0	$0
KAREN LAW	TREASURER	2.00	Officer Director	$0	$0	$0
LAUREL FERREIRA	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JARED PHELPS	SECRETARY	2.00	Officer Director	$0	$0	$0
JUSTIN CONN	ADMINISTRATIVE REPRESEMTATIVE	2.00	Director	$0	$0	$0
CAROLE MORTI	MYP COORDINATOR	2.00	Director	$0	$0	$0
ELIZABETH WEISER	PYP COORDINATOR	2.00	Director	$0	$0	$0
KYRA ORGILL	VICE PRESIDENT (THRU 11/24)	2.00	Officer Director	$0	$0	$0
ROBIN OLIVER	EXECUTIVE DIRECTOR	15.00	Officer	$55,000	$0	$55,000
MATTHEW DAVIS - DP REP	PROFESSIONAL DEVELOPMENT COORDINATOR	15.00	Officer	$39,000	$0	$39,000

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	$784,705	$833,762	$807,233	$-49,057
2024	No data	No data	No data	No data
2023	$1,053,192	$499,887	$1,183,593	$553,305
2022	$409,780	$354,593	$831,940	$55,187
2021	$83,651	$245,715	$736,820	$-162,064
2020	$495,148	$350,254	$931,231	$144,894
2019	$469,254	$464,762	$820,522	$4,492
2018	$462,696	$466,755	$816,030	$-4,059

CALIFORNIA ASSOCIATION OF IB WORLD SCHOOLS