CALIFORNIA LAND TITLE ASSOCIATION

EIN: 950595810

SACRAMENTO, CA

Total Revenue
$1,252,817
Total Expenses
$1,148,806
Total Assets
$1,539,321
Net Assets
$1,063,044
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1984
Legal Domicile
CA
Principal Officer
ANTHONY HELTON
Phone
9164442647
Tax Period
2024-07-01 to 2025-06-30

CALIFORNIA LAND TITLE ASSOCIATION, founded in 1984, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2024. Expenses of $1.1M left a modest 8% surplus.

Mission

THE CALIFORNIA LAND TITLE ASSOCIATION IS A NON-PROFIT TRADE ORGANIZATION REPRESENTING THE TITLE INDUSTRY IN CALIFORNIA. THE ASSOCIATION DEVELOPS TITLE FORMS AND HAS A NUMBER OF SERVICES TO OFFER - CONTINUE ON SCH O

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $1,136,442
Investment Income $36,217
Other Revenue $80,158
TOTAL REVENUE $1,252,817

Expense Breakdown

Grants Paid $0
Salaries & Benefits $572,676
Fundraising Expenses $0
Other Expenses $576,130
TOTAL EXPENSES $1,148,806

Year-over-Year Comparison

2024 2023 Change
Revenue $1,252,817 $1,254,735 0.0%
Expenses $1,148,806 $1,269,431 -0.1%
Net Income $104,011 $-14,696 -8.1%
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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Governance

Voting Members
33
Independent Members
33
Employees
4
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
8
$368,293
Total Directors
27
$0
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CRAIG C PAGE PAST EXEC VP 38.00
Officer
$210,557 $4,020 $214,577
ANTHONY HELTON EXEC VICE PR 38.00
Officer
$135,496 $18,220 $153,716
CYNTHIA GROOM CONTROLLER 38.00
Highest
$131,933 $21,087 $153,020
KAZMER BERNATH DIRECTOR N/A
Director
$0 $0 $0
STEVE BLACK DIRECTOR N/A
Director
$0 $0 $0
RANDALL E BRADLEY DIRECTOR N/A
Director
$0 $0 $0
DAN BUCHANAN DIRECTOR N/A
Director
$0 $0 $0
BILL BURDING DIRECTOR N/A
Director
$0 $0 $0
THOMAS CHANDLER DIRECTOR N/A
Director
$0 $0 $0
KEVIN CHIARELLO DIRECTOR N/A
Director
$0 $0 $0
WILL CHOY DIRECTOR N/A
Director
$0 $0 $0
CATHIE CRAMER DIRECTOR N/A
Director
$0 $0 $0
MATTHEW FOX DIRECTOR N/A
Director
$0 $0 $0
MARK GAMBA DIRECTOR N/A
Director
$0 $0 $0
JOHN HEDDON DIRECTOR N/A
Director
$0 $0 $0
ROGER JEWKES DIRECTOR N/A
Director
$0 $0 $0
JIM JOHN DIRECTOR N/A
Director
$0 $0 $0
DON KENNEDY DIRECTOR N/A
Director
$0 $0 $0
RICK KERSENBROCK DIRECTOR N/A
Director
$0 $0 $0
ED LORETTE DIRECTOR N/A
Director
$0 $0 $0
MACS LUCERO DIRECTOR N/A
Director
$0 $0 $0
DAVID MARQUEZ DIRECTOR N/A
Director
$0 $0 $0
JOSEPH MCCABE DIRECTOR N/A
Director
$0 $0 $0
DON PARTINGTON DIRECTOR N/A
Director
$0 $0 $0
KENT D PELT DIRECTOR N/A
Director
$0 $0 $0
ALMA RUSHING DIRECTOR N/A
Director
$0 $0 $0
LISA STEELE DIRECTOR N/A
Director
$0 $0 $0
STEVE TJADEN DIRECTOR N/A
Director
$0 $0 $0
MICKEY VANDENBERG DIRECTOR N/A
Director
$0 $0 $0
DAVID O WINDLE DIRECTOR N/A
Director
$0 $0 $0
JAMES DUNCAN TREASURER N/A
Officer
$0 $0 $0
CINDY FRIED IMMED PAST P N/A
Officer
$0 $0 $0
BILL JORDAN 2ND VICE PRE N/A
Officer
$0 $0 $0
MIKE MARCONI PAST PRESIDE N/A
Officer
$0 $0 $0
DARRELL MARTIN IST VICE PRE N/A
Officer
$0 $0 $0
SHARI SCHNEIDER PRESIDENT N/A
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
2025 $1,252,817 $1,148,806 $1,539,321 $104,011
2024 $1,254,735 $1,269,431 $1,169,205 $-14,696
2023 $1,230,973 $1,249,191 $1,326,070 $-18,218
2022 $1,262,540 $1,348,839 $1,139,229 $-86,299
2021 $1,183,855 $1,168,802 $1,272,737 $15,053
2020 $1,117,757 $1,164,279 $1,233,398 $-46,522
2019 $1,249,817 $1,245,434 $1,257,554 $4,383
2018 $1,246,217 $1,231,972 $1,246,444 $14,245
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