California Water Environment Association (EIN 952368216) - 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

1927

Legal Domicile

Principal Officer

Jennifer Jones

Phone

5103827800

Tax Period

2024-07-01 to 2025-06-30

California Water Environment Association, founded in 1927, is a community nonprofit in the Environment sector that reported $6.6M in total revenue in fiscal year 2024. Expenses of $6.3M left a modest 4% surplus.

Mission

To empower, educate, and connect water professionals to protect public health and the environment.

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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 $2,191,581

Program Service Revenue $4,270,805

Investment Income $139,001

Other Revenue $42,914

TOTAL REVENUE $6,644,301

Expense Breakdown

Grants Paid $37,000

Salaries & Benefits $2,850,862

Fundraising Expenses $0

Program Expenses $5,931,719

Other Expenses $3,458,052

TOTAL EXPENSES $6,345,914

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,644,301	$6,506,134	+0.0%
Expenses	$6,345,914	$5,986,470	+0.1%
Net Income	$298,387	$519,664	-0.4%

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

700

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

$590,917

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jennifer Jones	ED/CEO	40.00	Officer	$313,921	$23,700	$337,621
Philipp Miller	COO	40.00	Officer	$216,450	$36,846	$253,296
Norah Duffy	VP of Programs	40.00		$182,693	$17,375	$200,068
Anabel Martinez	Director of Membership	40.00		$142,193	$31,722	$173,915
Amy Lai	Director of Education	40.00		$156,633	$13,727	$170,360
Cris Consunto	Snr. Fin. Mgr	40.00		$113,005	$24,618	$137,623
Alexander Mackie	Dir. of Comm &Mktg	40.00		$123,857	$8,094	$131,951
Melanie Guillen	Education Mgr.	40.00		$104,739	$23,854	$128,593
Lydia Guerra	Dir. of Certificat	40.00		$114,351	$13,754	$128,105
Nicole Agnone	Exhibits Mgr.	40.00		$104,073	$15,217	$119,290
Gilbert Barela	President	15.00	Officer Director	$0	$0	$0
Kathryn Gies	President Elect	10.00	Officer Director	$0	$0	$0
Charles Greely	Past President	5.00	Officer Director	$0	$0	$0
Howard Brewen	Vice President	5.00	Officer Director	$0	$0	$0
Kaitlin Zusy	Treasurer	5.00	Director	$0	$0	$0
Amy Omae	Director	5.00	Director	$0	$0	$0
Anir Bhagwat	Director	5.00	Director	$0	$0	$0
Chathu Abeyrathna	Director	5.00	Director	$0	$0	$0
Chris Newton	Director	5.00	Director	$0	$0	$0
Eric Van Cleave	Director	5.00	Director	$0	$0	$0
Garry Parker	Director	5.00	Director	$0	$0	$0
Ian Mackenzie	Director	5.00	Director	$0	$0	$0
Jerry Barajas	Director	5.00	Director	$0	$0	$0
John Vogel	Director	5.00	Director	$0	$0	$0
Jon Liberzon	Director	5.00	Director	$0	$0	$0
Kevin Street	Director	5.00	Director	$0	$0	$0
Lucia Diaz	Director	5.00	Director	$0	$0	$0
Michael Walkowiak	Director	5.00	Director	$0	$0	$0
Ryan Sellman	Director	5.00	Director	$0	$0	$0
Stephanie Douglass	Director	5.00	Director	$0	$0	$0
Sushmitha Reddy	Director	5.00	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	$6,644,301	$6,345,914	$6,487,962	$298,387
2024	$6,506,134	$5,986,470	$4,836,259	$519,664
2023	$5,510,901	$5,703,925	$4,256,649	$-193,024
2022	$4,579,218	$4,862,954	$4,383,517	$-283,736
2021	$4,549,810	$4,104,761	$4,888,301	$445,049
2020	$3,898,502	$4,132,570	$5,080,678	$-234,068
2019	$4,771,009	$4,559,329	$4,302,273	$211,680
2018	$4,537,757	$4,267,180	$4,021,095	$270,577

California Water Environment Association