California Hotel & Lodging Association (EIN 950598148) - Form 990 Financial Analysis & Trantor Score

🔒

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

Financial Trends

Organization Details

Formation Year

1893

Legal Domicile

Phone

9164445780

Tax Period

2024-01-01 to 2024-12-31

California Hotel & Lodging Association, founded in 1893, is a community nonprofit that reported $4.7M in total revenue in fiscal year 2024.

Mission

CH&LA operates to protect the rights and interest of the California lodging industry. Legislative advocacy, educational training, communication, and cost-savings programs are provided for all segments of the industry. Supports strategic alliances to promote travel and tourism.

🔒

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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $366,500

Program Service Revenue $3,986,816

Investment Income $166,248

Other Revenue $191,378

TOTAL REVENUE $4,710,942

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,350,852

Fundraising Expenses $0

Other Expenses $2,359,627

TOTAL EXPENSES $4,710,479

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,710,942	$4,816,021	0.0%
Expenses	$4,710,479	$4,704,380	+0.0%
Net Income	$463	$111,641	-1.0%

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

Governance

Voting Members

Independent Members

Employees

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

$548,778

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lynn Mohrfeld	President & CEO	40.00	Officer	$467,500	$81,278	$548,778
Jesse Geremia	Exec VP	40.00		$230,294	$17,575	$247,869
Sandra Oberle	Member Dir.	40.00		$179,525	$18,268	$197,793
Jennifer Flohr	Senior V. P	40.00		$146,674	$17,622	$164,296
Fred Tayco	SDCLA Exec. Dir.	40.00		$147,420	$12,000	$159,420
Erica Costa	Ptrsp Manager	40.00		$117,113	$10,794	$127,907
David Craig	Director	2.00	Director	$0	$0	$0
Troy Flanagan	Director	2.00	Director	$0	$0	$0
Javier Cano	G.R. Chair	4.00	Officer Director	$0	$0	$0
Vipul Dayal	Director	2.00	Director	$0	$0	$0
Laurenne Douglas	Audit Chair	4.00	Officer Director	$0	$0	$0
Kristi Allen	Director	2.00	Director	$0	$0	$0
Mariana Dutton	Director	2.00	Director	$0	$0	$0
Franck LeGrand	Director	2.00	Director	$0	$0	$0
Jon Handlery CHA	Director	2.00	Director	$0	$0	$0
Cormac O'Modhrain	Vice Chair	2.00	Officer Director	$0	$0	$0
Nick Hockman	Director	2.00	Director	$0	$0	$0
Daniel Kuperschmid	Sec/Treas	2.00	Director	$0	$0	$0
Mike Tweeten	Director	2.00	Director	$0	$0	$0
Laura Lee Blake	Director	2.00	Director	$0	$0	$0
Tejal Sood	Director	2.00	Director	$0	$0	$0
Michelle Miller PHD	Director	2.00	Director	$0	$0	$0
Michael Pace	Director	4.00	Director	$0	$0	$0
Bijal Patel CHA	Chair	4.00	Director	$0	$0	$0
Bimal Patel CHA	Director	2.00	Director	$0	$0	$0
Dhruv Patel	Chair	2.00	Officer Director	$0	$0	$0
Matt Humphreys	Director	2.00	Director	$0	$0	$0
Pragna Patel-Mueller	Director	2.00	Director	$0	$0	$0
Tom Patton CHA	Past Chair	2.00	Officer Director	$0	$0	$0
Perry Patel	Director	2.00	Director	$0	$0	$0
John Spear	Director	2.00	Director	$0	$0	$0
Hee Won Lim	Past Chair	2.00	Officer Director	$0	$0	$0
Stacey Rivera	Director	2.00	Director	$0	$0	$0
Wes Tyler CHA	Director	2.00	Director	$0	$0	$0
Joe Piantedosi	Director	2.00	Director	$0	$0	$0
Bobby Walia	Director	2.00	Director	$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	$4,710,942	$4,710,479	$3,458,097	$463
2023	$4,816,021	$4,704,380	$3,612,262	$111,641
2022	$5,020,935	$4,688,460	$3,157,950	$332,475
2021	$3,327,105	$3,149,972	$2,645,077	$177,133
2020	$3,412,004	$3,316,136	$2,296,390	$95,868
2019	$3,514,005	$3,472,768	$2,064,203	$41,237
2018	$3,313,436	$3,274,156	$1,974,605	$39,280

California Hotel & Lodging Association