California Health Information Association (EIN 956100518) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1949

Legal Domicile

Principal Officer

Sharon Lewis

Phone

5592515038

Tax Period

2023-07-01 to 2024-06-30

California Health Information Association, founded in 1949, is a small nonprofit in the Health Care sector that reported $634K in total revenue in fiscal year 2023. Expenses of $755K exceeded revenue, resulting in a 19% operating deficit.

Mission

THE MISSION OF THE CALIFORNIA HEALTH INFORMATION ASSOCIATION IS TO DEVELOP HEALTH INFORMATION PROFESSIONALS AND ADVOCATE FOR PRACTICE EXCELLENCE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $7,691

Program Service Revenue $527,556

Investment Income $73,796

Other Revenue $24,849

TOTAL REVENUE $633,892

Expense Breakdown

Grants Paid $3,330

Salaries & Benefits $401,785

Fundraising Expenses $0

Program Expenses $528,464

Other Expenses $349,797

TOTAL EXPENSES $754,912

Year-over-Year Comparison

	2023	2022	Change
Revenue	$633,892	$607,865	+0.0%
Expenses	$754,912	$737,564	+0.0%
Net Income	$-121,020	$-129,699	-0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

100

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

$169,210

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sharon Lewis	CEO/Exec. Dir.	40.00	Officer	$154,248	$14,962	$169,210
Roberta Baranda	Past President	1.00	Officer Director	$0	$0	$0
Sally Gibbs	President	1.00	Officer Director	$0	$0	$0
Connie Renda	President-elec	1.00	Officer Director	$0	$0	$0
Vilena Boussarova	Director	1.00	Director	$0	$0	$0
Rosie Zamora	Director	1.00	Director	$0	$0	$0
Freida Smith	Interim Dir	1.00	Director	$0	$0	$0
Freddie Guzman	Director	1.00	Director	$0	$0	$0
Monica Thurston	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	$633,892	$754,912	$1,669,851	$-121,020
2023	$607,865	$737,564	$1,685,893	$-129,699
2022	$595,924	$767,411	$1,701,776	$-171,487
2021	$670,556	$571,289	$2,028,073	$99,267
2020	$657,136	$743,654	$1,630,158	$-86,518
2019	$882,560	$957,241	$1,745,545	$-74,681
2018	$880,720	$859,068	$1,751,746	$21,652

California Health Information Association