CALIFORNIA ASSOCIATION OF INDEPEND… - Form 990 Financial Data

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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

2024-08-01 to 2025-07-31

CALIFORNIA ASSOCIATION OF INDEPENDENT SCHOOLS, founded in 1941, is a community nonprofit in the Education sector that reported $2.9M in total revenue in fiscal year 2024.

Mission

THE CALIFORNIA ASSOCIATION OF INDEPENDENT SCHOOLS ESTABLISHES AMBITIOUS EDUCATIONAL STANDARDS, FOSTERS RESPECT FOR THE DIVERSITY AND DIGNITY OF HUMANITY, AND PROMOTES COLLABORATION AND SOCIAL RESPONSIBILITY. THE ASSOCIATION SUPPORTS AND CHALLENGES ITS SCHOOLS THROUGH AN INNOVATIVE ACCREDITATION PROGRAM THAT PROVOKES DEEP REFLECTION, ANALYSIS, AND INSTITUTIONAL COMMITTMENT TO ACTION, AS WELL AS THROUGH THE OFFERING OF PROFESSIONAL DEVELOPMENT, RELEVANT RESEARCH, AND INFORMED COUNSEL TO THE HEADS AND TRUSTEES WHO ENDEAVOR TO LEAD THOSE SCHOOLS EFFECTIVELY.STRENGTHENING SCHOOLS SINCE ITS FOUNDING IN 1941, CAIS STRIVES TO BRING A COMPELLING AND COMPASSIONATE VOICE TO STATEWIDE AND NATIONAL CONVERSATIONS ABOUT EDUCATION, ADVOCATING FOR THE CONTINUAL IMPROVEMENT OF LEARNING ENVIRONMENTS FOR ALL CHILDREN AND ADOLESCENTS BOTH IN CAIS SCHOOLS AND BEYOND.

Program Service Accomplishments

Program 1

Expenses: $597,872 Revenue: $1,957,340

CAIS PROVIDES SERVICES AND ESTABLISHES STANDARDS, INCLUDING THE ACCREDITATION OF MEMBER SCHOOLS. SCHOOL MEMBERSHIP HAS GROWN TO APPROXIMATELY 230 CALIFORNIA INDEPENDENT SCHOOLS.

Program 2

Expenses: $1,395,035 Revenue: $680,865

CAIS PROVIDES EDUCATIONAL PROGRAMS, WORKSHOPS, AND SERVICES FOR ADMINISTRATORS AND TRUSTEES, TO FOSTER PROFESSIONAL GROWTH AND SHARED KNOWLEDGE AMONG SCHOOLS.

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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 $90,000

Program Service Revenue $2,638,205

Investment Income $103,875

Other Revenue $53,794

TOTAL REVENUE $2,885,874

Expense Breakdown

Grants Paid $44,200

Salaries & Benefits $1,771,508

Fundraising Expenses $0

Program Expenses $1,992,907

Other Expenses $1,159,702

TOTAL EXPENSES $2,975,410

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,885,874	$2,842,794	+0.0%
Expenses	$2,975,410	$2,583,249	+0.2%
Net Income	$-89,536	$259,545	-1.3%

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

198

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 (THRU 6/25)	40.00	Officer	$340,748	$35,599	$376,347
TEAL GALLAGHER	DIRECTOR OF MEMBER ENGAGEMENT	40.00	Highest	$160,031	$30,302	$190,333
CHERYL ADENEKAN	DIRECTOR OF EQUITY AND LEA	40.00	Highest	$166,382	$18,941	$185,323
MARIANA ROBLES	DIRECTOR OF ACCREDITATION	40.00	Highest	$154,003	$29,831	$183,834
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
ERIC TEMPLE	EXECUTIVE DIRECTOR (AS OF 7/25)	40.00	Officer	$0	$0	$0
SARAH SHULKIND	PRESIDENT	1.00	Officer Director	$0	$0	$0
PHIL GUTIERREZ	SECRETARY/VICE PRESIDENT (THRU 6/25)	1.00	Officer Director	$0	$0	$0
PATRICIA MERZ	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BOB OGLE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MELINDA TSAPATSARIS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BRAD WEAVER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN BACKER	TREASURER (THRU 6/25)	1.00	Officer Director	$0	$0	$0
BAUDELIA CHAVEZ TAYLOR	TREASURER	1.00	Officer Director	$0	$0	$0
RON KIM	SECRETARY	1.00	Officer Director	$0	$0	$0
LAURA KONIGSBERG	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
KAYLAN BALAVEN	DIRECTOR	1.00	Director	$0	$0	$0
CINDY CHUN	DIRECTOR	1.00	Director	$0	$0	$0
ROBERTO D'ERIZANS	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA DONOVAN	DIRECTOR	1.00	Director	$0	$0	$0
VALENTINA IMBENI	DIRECTOR	1.00	Director	$0	$0	$0
OLAF JORGENSON	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS MAZZOLA	DIRECTOR (THRU 6/25)	1.00	Director	$0	$0	$0
KATHLEEN MCNAMARA	DIRECTOR	1.00	Director	$0	$0	$0
ALONA SCOTT	DIRECTOR (THRU 6/25)	1.00	Director	$0	$0	$0
CHERYL TING	DIRECTOR	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	$2,885,874	$2,975,410	$5,776,776	$-89,536
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