CALIFORNIA ASSOCIATION OF SCHOOL B… - 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

1927

Legal Domicile

Principal Officer

TATIA DAVENPORT

Phone

9164473783

Tax Period

2022-07-01 to 2023-06-30

CALIFORNIA ASSOCIATION OF SCHOOL BUSINESS OFFICIALS, founded in 1927, is a community nonprofit that reported $8.4M in total revenue in fiscal year 2022. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.2M, a strong 27% operating margin.

Mission

THE MISSON OF CASBO, THE TRUSTED AUTHORITY ON SCHOOL BUSINESS OPERATIONS, IS TO SUPPORT THE SUCCESS OF ALL STUDENTS THROUGH LEADERSHIP, INNOVATIVE PROFESSIONAL DEVELOPMENT AND ADVOCACY.

Program Service Accomplishments

Program 1

Expenses: $3,502,363 Revenue: $4,836,440

CASBO PROVIDES NUMEROUS PROFESSIONAL DEVELOPMENT OPPORTUNITIES IN THE FORM OF CONFERENCES, WORKSHOPS, ROUNDTABLES AND MORE. CASBO ALSO OFFERS CERTIFICATION OPPORTUNITIES TO ASSIST SCHOOL BUSINESS...

CASBO PROVIDES NUMEROUS PROFESSIONAL DEVELOPMENT OPPORTUNITIES IN THE FORM OF CONFERENCES, WORKSHOPS, ROUNDTABLES AND MORE. CASBO ALSO OFFERS CERTIFICATION OPPORTUNITIES TO ASSIST SCHOOL BUSINESS PROFESSIONALS IN ADVANCING THEIR CAREERS.

Program 2

Expenses: $1,187,680 Revenue: $2,185,454

CASBO SUPPORTS IT'S 23,000+ MEMBERSHIP BASE WITH BENEFITS THAT INCLUDEBUT ARE NOT LIMITED TO ON-DEMAND LEARNING, INDUSTRY RELATED PUBLICATIONS, EMPLOYEE RECRUITMENT, LEADERSHIP OPPORTUNITIES AND THE...

Program 3

Expenses: $231,624 Revenue: $242,151

CASBO'S SECTIONS, ORGANIZED BY GEOGRAPHICAL LOCATION, HOLD CONFERENCES AND PROVIDE OTHER ACTIVITIES ASSOCIATED WITH FACILITATING THE EXCHANGE OF INFORMATION AND PROVIDING EDUCATION FOR SCHOOL...

CASBO'S SECTIONS, ORGANIZED BY GEOGRAPHICAL LOCATION, HOLD CONFERENCES AND PROVIDE OTHER ACTIVITIES ASSOCIATED WITH FACILITATING THE EXCHANGE OF INFORMATION AND PROVIDING EDUCATION FOR SCHOOL BUSINESS OFFICIALS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $820,304

Program Service Revenue $7,570,238

Investment Income $24,729

Other Revenue $5,298

TOTAL REVENUE $8,420,569

Expense Breakdown

Grants Paid $38,250

Salaries & Benefits $2,314,139

Fundraising Expenses $0

Program Expenses $5,118,820

Other Expenses $3,832,971

TOTAL EXPENSES $6,185,360

Year-over-Year Comparison

	2022	2021	Change
Revenue	$8,420,569	$6,933,045	+0.2%
Expenses	$6,185,360	$5,159,088	+0.2%
Net Income	$2,235,209	$1,773,957	+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

370

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

$819,586

Total Directors

$406,882

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICH DE NAVA	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
DIANE DESHLER	PRESIDENT	2.00	Officer Director	$0	$0	$0
TINA DOUGLAS	PRESIDENT-ELECT	2.00	Officer Director	$0	$0	$0
ERIC DILL	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
KATIE HYLTON	SECTION DIRECTOR	2.00	Director	$0	$0	$0
ROBIN SCHMITT	SECTION DIRECTOR	2.00	Director	$0	$0	$0
KRISTI BLANDFORD	SECTION DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER MARRONE	SECTION DIRECTOR	2.00	Director	$0	$0	$0
PAUL ZIEGLER	SECTION DIRECTOR	2.00	Director	$0	$0	$0
KEITH BUTLER	SECTION DIRECTOR	2.00	Director	$0	$0	$0
CHRIS MANO	SECTION DIRECTOR	2.00	Director	$0	$0	$0
DAVID CREECH	ASSOC MEMBER CHAIR	2.00	Director	$0	$0	$0
TATIA DAVENPORT	CEO	40.00	Officer Director	$343,869	$63,013	$406,882
JP BUSTAMANTE	CFO	40.00	Officer	$181,291	$24,937	$206,228
TRACY PETRILLO	CLO	40.00	Officer	$180,951	$25,525	$206,476
LORI SMITH	SR. DIR., CONFERENCE & EVENTS	40.00	Highest	$105,481	$24,099	$129,580
DAVID LOYOLA	VP MARKETING & MEMBERSHIP	40.00	Highest	$112,457	$19,772	$132,229

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$8,420,569	$6,185,360	$12,358,758	$2,235,209
2022	$6,933,045	$5,159,088	$10,312,833	$1,773,957
2021	$4,931,132	$4,084,920	$7,956,691	$846,212
2020	$6,229,360	$5,406,168	$7,314,337	$823,192
2019	$6,417,983	$5,897,308	$6,592,080	$520,675
2018	$5,910,397	$5,272,947	$6,057,244	$637,450

CALIFORNIA ASSOCIATION OF SCHOOL BUSINESS OFFICIALS