CALIFORNIA ASSESSORS ASSOCIATION (EIN 946104128) - 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

1946

Legal Domicile

Phone

8054777166

Tax Period

2024-01-01 to 2024-12-31

CALIFORNIA ASSESSORS ASSOCIATION, founded in 1946, is a small nonprofit in the Community Improvement sector that reported $282K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

TO REVIEW, PROMOTE AND IMPROVE A FAIR PROPERTY TAX SYSTEM AND PROCEDURES IN CALIFORNIA FOR THE PUBLIC GOOD AND TO PROVIDE EDUCATIONAL TRAINING WORKSHOPS AND CONFERENCES TO ENHANCE CONSISTENCY IN THE APPLICATION OF PROPERTY TAX LAWS AND VALUATION METHODOLOGIES.

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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 $0

Program Service Revenue $279,699

Investment Income $2,451

Other Revenue $0

TOTAL REVENUE $282,150

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $285,742

TOTAL EXPENSES $285,742

Year-over-Year Comparison

	2024	2023	Change
Revenue	$282,150	$251,855	+0.1%
Expenses	$285,742	$223,717	+0.3%
Net Income	$-3,592	$28,138	-1.1%

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

N/A

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
CHRISTINA WYNN-SEE STMT	President	6.00	Officer	$0	$0	$0
JEFFERY PRANG-SEE STMT	PRESIDENT ELECT	5.00	Officer	$0	$0	$0
KRISTEN DEPAUL-SEE STMT	Vice President	2.00	Officer	$0	$0	$0
STEPHEN DUCKELS-SEE STMT	Secretary	5.00	Officer	$0	$0	$0
TARA FREITAS- SEE STMT	Treasurer	6.00	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	$282,150	$285,742	$433,961	$-3,592
2023	$251,855	$223,717	$694,111	$28,138
2022	$169,814	$208,796	$666,955	$-38,982
2021	$203,850	$167,807	$592,628	$36,043
2020	$107,635	$162,850	$521,953	$-55,215
2019	$216,557	$182,869	$456,198	$33,688

CALIFORNIA ASSESSORS ASSOCIATION