CALIFORNIA ASSOCIATION OF INDEPENDENT SCHOOLS (EIN 952465881) - 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

1941

Legal Domicile

Principal Officer

DEBORAH DOWLING

Phone

8188450800

Tax Period

2023-08-01 to 2024-07-31

CALIFORNIA ASSOCIATION OF INDEPENDENT SCHOOLS, founded in 1941, is a community nonprofit in the Education sector that reported $2.8M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $2.6M left a modest 9% surplus.

Mission

THE ORGANIZATION IS A NON-PROFIT ASSOCIATION OF ELEMENTARY, MIDDLE AND SECONDARY SCHOOLS IN CALIF.

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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 (2023)

Revenue Breakdown

Contributions & Grants $45,000

Program Service Revenue $2,625,185

Investment Income $106,844

Other Revenue $65,765

TOTAL REVENUE $2,842,794

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,462,946

Fundraising Expenses $0

Program Expenses $2,001,311

Other Expenses $1,120,303

TOTAL EXPENSES $2,583,249

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,842,794	$2,597,956	+0.1%
Expenses	$2,583,249	$2,251,183	+0.1%
Net Income	$259,545	$346,773	-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

196

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

$420,634

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEBORAH DOWLING	EXECUTIVE DIRECTOR	40.00	Officer	$340,748	$35,599	$376,347
CHERYL ADENEKAN	DIRECTOR OF EQUITY AND LEARNING	40.00	Highest	$166,382	$18,941	$185,323
MARIANA ROBLES	DIRECTOR OF ACCREDITATION	40.00	Highest	$154,003	$29,831	$183,834
TEAL GALLAGHER	DIRECTOR OF MEMBER ENGAGEMENT	40.00	Highest	$160,031	$30,302	$190,333
MICHAEL DY	TECHNOLOGY SYSTEMS MANAGER	40.00	Highest	$133,256	$23,317	$156,573
KIMBERLY KLOSTERMAN	BUSINESS OFFICER	20.00	Officer	$42,391	$1,896	$44,287
LAURA KONIGSBERG	PRESIDENT	1.00	Officer Director	$0	$0	$0
PHIL GUTIERREZ	SECRETARY/VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SARAH SHULKIND	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BRAD WEAVER	MEMBER	1.00	Director	$0	$0	$0
PATRICIA MERZ	MEMBER	1.00	Officer Director	$0	$0	$0
JOHN BRACKER	TREASURER	1.00	Officer Director	$0	$0	$0
KAYLAN BALAVEN	MEMBER	1.00	Director	$0	$0	$0
BAUDELIA CHAVEZ TAYLOR	MEMBER	1.00	Director	$0	$0	$0
CINDY CHUN	MEMBER	1.00	Director	$0	$0	$0
ROBERTO D'ERIZANS	MEMBER	1.00	Director	$0	$0	$0
RON KIM	MEMBER	1.00	Director	$0	$0	$0
CHRIS MAZZOLA	MEMBER	1.00	Director	$0	$0	$0
KATHLEEN MCNAMARA	MEMBER	1.00	Director	$0	$0	$0
BOB OGLE	MEMBER	1.00	Director	$0	$0	$0
ALONA SCOTT	MEMBER	1.00	Director	$0	$0	$0
MELINDA TSAPATSARIS	MEMBER	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
2024	$2,842,794	$2,583,249	$5,545,278	$259,545
2023	$2,597,956	$2,251,183	$4,882,004	$346,773
2022	$2,424,438	$2,034,361	$4,392,803	$390,077
2021	$2,266,773	$1,813,740	$4,689,663	$453,033
2020	$2,305,884	$1,956,120	$3,899,652	$349,764
2019	$2,414,647	$2,259,011	$3,335,702	$155,636
2018	$2,347,821	$2,355,507	$3,284,523	$-7,686

CALIFORNIA ASSOCIATION OF INDEPENDENT SCHOOLS