CALIFORNIA ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATOR

EIN: 953568468 501(c)(3)

OCEANSIDE, CA

Total Revenue
$490,074
Total Expenses
$550,837
Total Assets
$830,182
Net Assets
$808,613
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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
Principal Officer
LORENA RODRIGUEZ
Phone
7606034175
Tax Period
2024-04-01 to 2025-03-31

CALIFORNIA ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATOR, founded in 1981, is a small nonprofit that reported $490K in total revenue in fiscal year 2024. Expenses of $551K exceeded revenue, resulting in a 12% operating deficit.

Mission

TO FACILITATE ACCESS TO FINANCIAL FUNDING AVAILABLE FROM MULTIPLE SOURCES FOR STUDENTS. THE ASSOCIATION PROVIDES TRAINING AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES TO THE FINANCIAL AID COMMUNITY AND ADVOCATE ON BEHALF OF THE FINANCIAL AID PROFESSION.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $80,340
Program Service Revenue $349,158
Investment Income $59,079
Other Revenue $1,497
TOTAL REVENUE $490,074

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $514,997
Other Expenses $550,837
TOTAL EXPENSES $550,837

Year-over-Year Comparison

2024 2023 Change
Revenue $490,074 $471,461 +0.0%
Expenses $550,837 $460,222 +0.2%
Net Income $-60,763 $11,239 -6.4%
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

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Governance

Voting Members
15
Independent Members
15
Employees
N/A
Volunteers
95

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
6
$0
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BRANDI BLAIR CSU SEG REP N/A
Director
$0 $0 $0
JANETT CABANERO PROP SEG REP N/A
Director
$0 $0 $0
ANTONIO CABRERA-MEDINA CC SEG REP N/A
Director
$0 $0 $0
PARIS CHARLES VP FEDERAL I N/A
Officer Director
$0 $0 $0
JONATHAN CHARRES ACESS/DIVERS N/A
Director
$0 $0 $0
JASON CHOI VP STATE ISS N/A
Officer Director
$0 $0 $0
ANNA COSIO GRAD/PROFESS N/A
Director
$0 $0 $0
RASHINDA HUTCHINSON PAST PRESIDE N/A
Director
$0 $0 $0
CORA MANUEL IND SEG REP N/A
Director
$0 $0 $0
SANDEEP RAI UC SEG REP N/A
Director
$0 $0 $0
LORENA RODRIGUEZ PRESIDENT N/A
Officer Director
$0 $0 $0
DAISEY SANDOVAL SECRETARY N/A
Officer Director
$0 $0 $0
WENDY WANG TREASURER N/A
Officer Director
$0 $0 $0
ANGELIKA WILLIAMS PRESIDENT EL N/A
Officer 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 $490,074 $550,837 $830,182 $-60,763
2024 $471,461 $460,222 $873,441 $11,239
2023 $223,027 $433,158 $860,425 $-210,131
2022 $119,279 $127,319 $1,050,608 $-8,040
2021 $387,726 $197,917 $1,031,518 $189,809
2020 $218,941 $267,679 $831,765 $-48,738
2019 $400,181 $444,338 $880,503 $-44,157
2018 $454,599 $377,468 $929,468 $77,131
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