California Travel Association

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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

1989

Legal Domicile

Principal Officer

Chuck Davison

Phone

9164478229

Tax Period

2023-07-01 to 2024-06-30

California Travel Association, founded in 1989, is a community nonprofit that reported $1.9M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion.

Mission

CalTravel protects and advances the interests and investments of Californias travel industry through advocacy, collaboration, and education.

Program Service Accomplishments

Program 1

Increased tourisms visibility and generated support for policies that protect and advance member interests. Set attendance record for annual Tourism Advocacy Day; 100 members met with 83 legislators & staff. Screened and/or read over 4,800 bills to determine impacts on industry; tracked 225 & positioned on 45 over the two-year session.

Program 2

Served 232 member organizations, providing advocacy, collaboration and education. Published member-only newsletters to keep members informed on important tourism issues. Provided online toolkits for members. Provided an online Career Center. Provided an online Members' Corner. Held monthly virtual California Connections Series offering insights from guest speakers and the opportunity to have valuable conversations that will help advance and shape the future of Californias tourism industry. Maintained website with a wealth of information on travel and tourism.

Program 3

Hosted the 2023 CalTravel Summit in Monterey, which brought together over 450 travel, tourism, and hospitality professionals to discuss advocacy issues; share ideas and insights; discover new...

Hosted the 2023 CalTravel Summit in Monterey, which brought together over 450 travel, tourism, and hospitality professionals to discuss advocacy issues; share ideas and insights; discover new possibilities; build crucial relationships; and get inspired for the year ahead.

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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 $4,829

Program Service Revenue $1,832,841

Investment Income $46,661

Other Revenue $13,952

TOTAL REVENUE $1,898,283

Expense Breakdown

Grants Paid $100,000

Salaries & Benefits $898,185

Fundraising Expenses $0

Other Expenses $848,943

TOTAL EXPENSES $1,847,128

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,898,283	$1,752,135	+0.1%
Expenses	$1,847,128	$1,625,941	+0.1%
Net Income	$51,155	$126,194	-0.6%

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

$318,409

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Barbara Newton	President & CEO	40.00	Officer	$300,386	$18,023	$318,409
Reena Johar Evenson	VP Bus Development	40.00		$180,693	$10,842	$191,535
Emellia Zamani	Dir. of Gov. Aff	40.00		$132,314	$7,939	$140,253
Tricia Alvernaz	Operations Dir.	40.00		$120,663	$7,240	$127,903
Chuck Davison	E.C. Chair	1.00	Officer Director	$0	$0	$0
Cassandra Costello	Vice Chair	1.00	Officer Director	$0	$0	$0
Sonya Bradley	Treasurer	1.00	Officer Director	$0	$0	$0
John Lambeth	Legal Counsel	1.00	Officer Director	$0	$0	$0
Brian Chuan	Exec Comm	1.00	Director	$0	$0	$0
Leslee Gaul	Exec Comm	1.00	Director	$0	$0	$0
Mark Haneke	Exec Comm	1.00	Director	$0	$0	$0
Kerri Kapich	Exec Comm	1.00	Director	$0	$0	$0
Tom Kiely	Exec Comm	1.00	Director	$0	$0	$0
Michael Krouse	Exec Comm	1.00	Director	$0	$0	$0
Rhonda Salisbury	Exec Comm	1.00	Director	$0	$0	$0
John Urdi	Exec Comm	1.00	Director	$0	$0	$0
Scott White	Exec Comm	1.00	Director	$0	$0	$0
Todd Aaronson	Director	1.00	Director	$0	$0	$0
Marlyss Auster	Director	1.00	Director	$0	$0	$0
Jon Bailey	Director	1.00	Director	$0	$0	$0
Teddy Balestreri	Director	1.00	Director	$0	$0	$0
Alex Bastian	Director	1.00	Director	$0	$0	$0
Mechelle Best	Director	1.00	Director	$0	$0	$0
Anthony Brenneman	Director	1.00	Director	$0	$0	$0
Shannon Brooks	Director	1.00	Director	$0	$0	$0
Rich Bryant	Director	1.00	Director	$0	$0	$0
Erik Burrow	Director	1.00	Director	$0	$0	$0
Javier Cano	Director	1.00	Director	$0	$0	$0
Cathy Cartier	Director	1.00	Director	$0	$0	$0
Andy Chapman	Director	1.00	Director	$0	$0	$0
Matt Clement	Director	1.00	Director	$0	$0	$0
Mark Davis	Director	1.00	Director	$0	$0	$0
Amy Deift	Director	1.00	Director	$0	$0	$0
Chelsea Edwards	Director	1.00	Director	$0	$0	$0
Atif Elkadi	Director	1.00	Director	$0	$0	$0
Tracy Farhad	Director	1.00	Director	$0	$0	$0
Nichole Farley	Director	1.00	Director	$0	$0	$0
Erin Francis-Cummings	Director	1.00	Director	$0	$0	$0
Linsey Gallagher	Director	1.00	Director	$0	$0	$0
Peter Gamez	Director	1.00	Director	$0	$0	$0
Brianna Goico	Director	1.00	Director	$0	$0	$0
Steve Goodling	Director	1.00	Director	$0	$0	$0
Jerusha Greenwood	Director	1.00	Director	$0	$0	$0
Maria Gutierrez-Winder	Director	1.00	Director	$0	$0	$0
Julie Hart	Director	1.00	Director	$0	$0	$0
John Hutar	Director	1.00	Director	$0	$0	$0
Michelle Israel	Director	1.00	Director	$0	$0	$0
Jessica Johns	Director	1.00	Director	$0	$0	$0
Kathy Janega-Dykes	Director	1.00	Director	$0	$0	$0
Jamie Kamps-Duac	Director	1.00	Director	$0	$0	$0
Tony Karwowski	Director	1.00	Director	$0	$0	$0
Dyana Kelley	Director	1.00	Director	$0	$0	$0
Misti Kerns	Director	1.00	Director	$0	$0	$0
Wendy Kheel	Director	1.00	Director	$0	$0	$0
Diana Kotler	Director	1.00	Director	$0	$0	$0
Laura Lasseter	Director	1.00	Director	$0	$0	$0
Wendy Lindskoog	Director	1.00	Director	$0	$0	$0
Sabrina Lockhart	Director	1.00	Director	$0	$0	$0
Randy Lopez	Director	1.00	Director	$0	$0	$0
Patti MacJennett	Director	1.00	Director	$0	$0	$0
Christine Miller	Director	1.00	Director	$0	$0	$0
Kelly Miller	Director	1.00	Director	$0	$0	$0
Julie Mino	Director	1.00	Director	$0	$0	$0
Lynn Mohrfeld	Director	1.00	Director	$0	$0	$0
Lindsay Moore	Director	1.00	Director	$0	$0	$0
Robert Moutrie	Director	1.00	Director	$0	$0	$0
Sandy Olson	Director	1.00	Director	$0	$0	$0
Rachel ONeill-Cusey	Director	1.00	Director	$0	$0	$0
Ben Palmer	Director	1.00	Director	$0	$0	$0
Andrew Parkin	Director	1.00	Director	$0	$0	$0
Julie Pastor	Director	1.00	Director	$0	$0	$0
Richard Peterson	Director	1.00	Director	$0	$0	$0
Jackie Plaza	Director	1.00	Director	$0	$0	$0
Karley Pope	Director	1.00	Director	$0	$0	$0
Mike Reitzell	Director	1.00	Director	$0	$0	$0
Mina Robertson	Director	1.00	Director	$0	$0	$0
Ben Roschke	Director	1.00	Director	$0	$0	$0
Chelle Rupp	Director	1.00	Director	$0	$0	$0
Garry Sage	Director	1.00	Director	$0	$0	$0
Lauren Schlau	Director	1.00	Director	$0	$0	$0
Ali Schmidt	Director	1.00	Director	$0	$0	$0
Jon Schmieder	Director	1.00	Director	$0	$0	$0
Gregg Shapiro	Director	1.00	Director	$0	$0	$0
Gary Sherwin	Director	1.00	Director	$0	$0	$0
Kim Sidoriak	Director	1.00	Director	$0	$0	$0
Thomas Soule	Director	1.00	Director	$0	$0	$0
Christine Susa	Director	1.00	Director	$0	$0	$0
Matthew Sutton	Director	1.00	Director	$0	$0	$0
Erin Tuckerman	Director	1.00	Director	$0	$0	$0
Claudia Vecchio	Director	1.00	Director	$0	$0	$0
Joe Wagstaff	Director	1.00	Director	$0	$0	$0
Cathy Widener	Director	1.00	Director	$0	$0	$0
Scott Wilson	Director	1.00	Director	$0	$0	$0
Julie Wright	Director	1.00	Director	$0	$0	$0
Dana Wyatt	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	$1,898,283	$1,847,128	$2,307,991	$51,155
2023	$1,752,135	$1,625,941	$2,052,215	$126,194
2022	$1,541,506	$1,326,806	$1,841,532	$214,700
2021	$1,071,203	$846,652	$1,567,631	$224,551
2020	$1,238,693	$1,246,967	$1,090,830	$-8,274
2019	$863,351	$807,085	$1,293,222	$56,266
2018	$1,219,419	$1,112,559	$1,082,955	$106,860