CALIFORNIA FINANCIAL SERVICES ASSOCIATION

EIN: 950592955

SACRAMENTO, CA

Total Revenue
$253,883
Total Expenses
$289,023
Total Assets
$318,570
Net Assets
$318,570
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1940
Legal Domicile
CA
Principal Officer
DAVID KNIGHT
Phone
9166167570
Tax Period
2025-01-01 to 2025-12-31

CALIFORNIA FINANCIAL SERVICES ASSOCIATION, founded in 1940, is a small nonprofit that reported $254K in total revenue in fiscal year 2025. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $289K exceeded revenue, resulting in a 14% operating deficit.

Mission

TO WORK ON BEHALF OF THE MEMBERSHIP TO KEEP THEM INFORMED AND ADVISED OF PERTINENT INDUSTRY ISSUES. ADDITIONALLY, THE ASSOCIATION REPRESENTS THE MEMBERSHIP BEFORE THE CALIFORNIA LEGISTALTURE.

Program Service Accomplishments

Program 1

CONVENTIONS, CONFERENCES AND MEETINGS - THE ASSOCIATION ORGANIZES WORKSHOPS AND CONFERENCES DESIGNED TO INFORM AND EDUCATE ITS MEMBERS ON INDUSTRY ISSUES.

Program 2

THE ASSOCIATION PROVIDES LOBBYING SERVICES FOR THE MEMBERSHIP INTERESTS INCLUDING TESTIMONY BEFORE THE STATE LIEGISLATURE AS TO PROPOSED LEGISTATION PERTINENT TO INDUSTRY ISSUES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $243,585
Program Service Revenue $0
Investment Income $10,298
Other Revenue $0
TOTAL REVENUE $253,883

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $289,023
TOTAL EXPENSES $289,023

Year-over-Year Comparison

2025 2024 Change
Revenue $253,883 $332,149 -0.2%
Expenses $289,023 $289,241 0.0%
Net Income $-35,140 $42,908 -1.8%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
8
Independent Members
8
Employees
N/A
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A CHAIR N/A
$0 $0 $0
N/A VICE CHAIR N/A
$0 $0 $0
N/A SECRETARY TREASURER N/A
$0 $0 $0
N/A DIRECTOR N/A
$0 $0 $0
N/A DIRECTOR N/A
$0 $0 $0
N/A DIRECTOR N/A
$0 $0 $0
N/A DIRECTOR N/A
$0 $0 $0
N/A DIRECTOR N/A
$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
2025 $253,883 $289,023 $318,570 $-35,140
2024 $332,149 $289,241 $353,710 $42,908
2023 $312,536 $330,004 $310,802 $-17,468
2022 $340,788 $346,470 $328,270 $-5,682
2021 $237,470 $279,228 $333,959 $-41,758
2020 $243,460 $200,999 $375,708 $42,461
2019 $294,729 $350,606 $333,247 $-55,877
2018 $266,172 $287,571 $389,124 $-21,399
Explore More Nonprofits
→Top 100 Nonprofits in California →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare CALIFORNIA FINANCIAL SERVICES ASSOCIATION with other nonprofits in California and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.