California Moving & Storage Association (EIN 951552582) - 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

Legal Domicile

Phone

5628652900

Tax Period

2024-07-01 to 2025-06-30

California Moving & Storage Association is a small nonprofit that reported $862K in total revenue in fiscal year 2024. Expenses of $833K left a modest 3% surplus.

Mission

THE CALIFORNIA MOVING & STORAGE ASSOCIATION REPRESENTS LICENSED AND INSURED MOVERS OPERATING IN CALIFORNIA. IT SERVES TO FURTHER AND PROMOTE THE WELFARE OF ITS MEMBERS AND THE PUBLIC GOODWILL.

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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 $74,000

Program Service Revenue $675,024

Investment Income $34,054

Other Revenue $78,991

TOTAL REVENUE $862,069

Expense Breakdown

Grants Paid $68,565

Salaries & Benefits $371,013

Fundraising Expenses $0

Other Expenses $393,340

TOTAL EXPENSES $832,918

Year-over-Year Comparison

	2024	2023	Change
Revenue	$862,069	$856,163	+0.0%
Expenses	$832,918	$698,127	+0.2%
Net Income	$29,151	$158,036	-0.8%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Steve Weitekamp	President	65.00		$227,292	$0	$227,292
Dustin Sandoval	Director	1.00	Director	$0	$0	$0
Rhonda Stephens	Director	1.00	Director	$0	$0	$0
Mark Andersen	Director	1.00	Director	$0	$0	$0
Jeremy Day	Director	1.00	Director	$0	$0	$0
Vince Cardinale	Senior Chairman	1.00	Officer Director	$0	$0	$0
PJ Welch	Director	1.00	Director	$0	$0	$0
Jeanette Homan	Chairman	1.00	Officer Director	$0	$0	$0
Sally Bolger	Director	1.00	Director	$0	$0	$0
Pete Poulos	Director	1.00	Director	$0	$0	$0
Cal Farnsworth	Director	1.00	Director	$0	$0	$0
Dave Calhoun	Director	1.00	Director	$0	$0	$0
William Arvidson	Director	1.00	Director	$0	$0	$0
Jay Casey	Director	1.00	Director	$0	$0	$0
John Lance	Director	1.00	Director	$0	$0	$0
Marshall Lambert	Director	1.00	Director	$0	$0	$0
Pat Longo	Director	1.00	Director	$0	$0	$0
Griselda Gonzalez	Vice Chairman	1.00	Director	$0	$0	$0
Andria Skiff	Secretary/Treas	1.00	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
2025	$862,069	$832,918	$1,666,658	$29,151
2024	$856,163	$698,127	$1,709,001	$158,036
2023	$831,816	$772,230	$1,550,678	$59,586
2022	$865,916	$697,910	$1,729,269	$168,006
2022	$79,329	$231,185	$1,541,682	$-151,856
2021	$592,719	$590,276	$1,612,780	$2,443

California Moving & Storage Association