CALIFORNIA ASSOCIATION OF PROFESSIONAL EMPLOYEES (EIN 952115101) - 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

1964

Legal Domicile

Phone

6262430340

Tax Period

2024-01-01 to 2024-12-31

CALIFORNIA ASSOCIATION OF PROFESSIONAL EMPLOYEES, founded in 1964, is a community nonprofit that reported $2.3M in total revenue in fiscal year 2024. The organization ran a surplus of $521K, a strong 23% operating margin.

Mission

THE ASSOCIATION EXISTS TO INITIATE, SPONSOR, PROMOTE AND CARRY OUT PLANS, POLICIES AND ACTIVITIES, WHICH WILL TEND TO ADVANCE THE HEALTH, COMFORT, MORALE AND ECONOMIC WELFARE OF ALL MEMBER EMPLOYEES OF PUBLIC AGENCIES OR PUBLIC CORPORATIONS.

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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 $2,220,697

Investment Income $35,128

Other Revenue $0

TOTAL REVENUE $2,255,825

Expense Breakdown

Grants Paid $0

Salaries & Benefits $944,535

Fundraising Expenses $0

Other Expenses $790,254

TOTAL EXPENSES $1,734,789

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,255,825	$2,140,888	+0.1%
Expenses	$1,734,789	$1,345,495	+0.3%
Net Income	$521,036	$795,393	-0.3%

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
NELSON MANABAT	Treasurer	0.00	Officer Director	$0	$0	$0
CARLOS CLAYTON	President	0.00	Officer Director	$0	$0	$0
LISA ANDRES	Vice President	0.00	Officer Director	$0	$0	$0
KELLY KOLDUS	Secretary	0.00	Director	$0	$0	$0
MORGAN NEWCOMB	Director	0.00	Director	$0	$0	$0
SARAH BAYS	Director	0.00	Director	$0	$0	$0
SANDY SUN	Director	0.00	Director	$0	$0	$0
KEVIN PETROWSKY	Director	0.00	Officer Director	$0	$0	$0
ERIC BAUTISTA	Director	0.00	Director	$0	$0	$0
JARARD KINGS	COUNSEL	40.00		$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	$2,255,825	$1,734,789	$4,158,658	$521,036
2023	$2,140,888	$1,345,495	$3,615,581	$795,393
2022	$1,951,512	$1,494,346	$2,821,754	$457,166
2021	$1,974,058	$1,408,269	$2,371,464	$565,789
2020	$1,899,318	$1,494,151	$1,824,794	$405,167
2019	$1,575,112	$1,728,006	$1,572,508	$-152,894
2018	$1,646,680	$1,636,366	$1,633,109	$10,314

CALIFORNIA ASSOCIATION OF PROFESSIONAL EMPLOYEES