Channel Islands Chapter of the Community Associations Institute (EIN 953495174) - 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

1981

Legal Domicile

Principal Officer

Leah Ross

Phone

8056581438

Tax Period

2023-01-01 to 2023-12-31

Channel Islands Chapter of the Community Associations Institute, founded in 1981, is a small nonprofit that reported $521K in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $493K left a modest 5% surplus.

Mission

Providing education and resources to homeowners associations in Ventura, Santa Barbara, San Luis Obispo, & Kern counties.

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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 $0

Program Service Revenue $492,912

Investment Income $4,788

Other Revenue $23,179

TOTAL REVENUE $520,879

Expense Breakdown

Grants Paid $0

Salaries & Benefits $192,175

Fundraising Expenses $0

Other Expenses $301,245

TOTAL EXPENSES $493,420

Year-over-Year Comparison

	2023	2022	Change
Revenue	$520,879	$445,348	+0.2%
Expenses	$493,420	$440,556	+0.1%
Net Income	$27,459	$4,792	+4.7%

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

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

$170,316

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Leah Ross	Executive Dir.	40.00	Director	$170,316	$0	$170,316
Ryan Gesell	President	1.00	Officer Director	$0	$0	$0
Sabrina French	President Elect	1.00	Officer Director	$0	$0	$0
Lisa Tashjian	Vice President	1.00	Officer Director	$0	$0	$0
Christi Moore	Secretary	1.00	Officer Director	$0	$0	$0
Christy Asher	Treasurer	1.00	Officer Director	$0	$0	$0
Sean Allen	Director	1.00	Director	$0	$0	$0
Adrian Chiang	Director	1.00	Director	$0	$0	$0
Phyllis Pazen	Director	1.00	Director	$0	$0	$0
Chelsi Rueter	Director	1.00	Director	$0	$0	$0
Randy Stokes	Director	1.00	Director	$0	$0	$0
Paul Townsend	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$520,879	$493,420	$358,557	$27,459
2022	$445,348	$440,556	$323,230	$4,792
2021	$372,556	$334,455	$324,440	$38,101
2020	$263,116	$305,832	$341,153	$-42,716

Channel Islands Chapter of the Community Associations Institute