California Escrow Association (EIN 956112699) - 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

1956

Legal Domicile

Principal Officer

Juliana Tu

Phone

9162394075

Tax Period

2023-01-01 to 2023-12-31

California Escrow Association, founded in 1956, is a small nonprofit that reported $340K in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year.

Mission

To promote & improve escrow services.

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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 $380

Program Service Revenue $325,686

Investment Income $101

Other Revenue $14,077

TOTAL REVENUE $340,244

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $343,718

TOTAL EXPENSES $343,718

Year-over-Year Comparison

	2023	2022	Change
Revenue	$340,244	$402,406	-0.2%
Expenses	$343,718	$381,920	-0.1%
Net Income	$-3,474	$20,486	-1.2%

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

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mellisa Brown	Director	1.00	Director	$0	$0	$0
Kathy Lozano	Director	1.00	Director	$0	$0	$0
Jana Eastin	Director	1.00	Director	$0	$0	$0
JUDY ARRINGTON	Director	1.00	Director	$0	$0	$0
COLLEEN BOLLES	Director	1.00	Director	$0	$0	$0
DIANNA BOUDREAU-TSCHETTER	Director	1.00	Director	$0	$0	$0
Deborah Perry	Director	1.00	Director	$0	$0	$0
Brooke Kane-Wootton	Director	1.00	Director	$0	$0	$0
PJ Garcia	Director	1.00	Director	$0	$0	$0
JOYCE COOPER	Director	1.00	Director	$0	$0	$0
Leah Fuentez	Director	1.00	Director	$0	$0	$0
DEBORAH PETERS	Director	1.00	Director	$0	$0	$0
Stephanie Lee	Director	1.00	Director	$0	$0	$0
Terrica Banks	Director	1.00	Director	$0	$0	$0
Carmen Martinez	Director	1.00	Director	$0	$0	$0
MARIA TRANGELO	Director	1.00	Director	$0	$0	$0
Donna Inman	Director	1.00	Director	$0	$0	$0
COLLEEN GRAVES	Sec/Treasurer	1.00	Director	$0	$0	$0
KIMBERLY HOHBERG	Director	1.00	Director	$0	$0	$0
Mickey Vandenberg	President Elect	1.00	Officer Director	$0	$0	$0
JON LIZARRAGA	Director	1.00	Director	$0	$0	$0
JOSETTE LOAIZA	Director	1.00	Director	$0	$0	$0
Lucia Naranjo	Director	1.00	Director	$0	$0	$0
Tracy White	Director	1.00	Director	$0	$0	$0
Tricia Vagt	Director	1.00	Director	$0	$0	$0
ELIZABETH MCGOVERN	Education Chair	1.00	Director	$0	$0	$0
Molly William	Director	1.00	Director	$0	$0	$0
THERESE OLBERG	Director	1.00	Director	$0	$0	$0
Joette Joseph	Director	1.00	Director	$0	$0	$0
Rosanna Medeiros	President	1.00	Officer Director	$0	$0	$0
Sheri Keene	Director	1.00	Director	$0	$0	$0
Angela Ruscigno	Director	1.00	Director	$0	$0	$0
Cheri Brundage	Director	1.00	Director	$0	$0	$0
Charlene Lopez	Director	1.00	Director	$0	$0	$0
Tarlena Owens	Director	1.00	Director	$0	$0	$0
Linda Murphy	Director	1.00	Director	$0	$0	$0
Alma Rushing	Director	1.00	Director	$0	$0	$0
Jennifer Felten	Director	1.00	Director	$0	$0	$0
DAVID SHEAN	Director	1.00	Director	$0	$0	$0
Heather Shiffer	Director	1.00	Director	$0	$0	$0
NANCY SILBERBERG	Sec/Treasurer	1.00	Officer Director	$0	$0	$0
SHARON STRAHLENDORF	Vice President	1.00	Officer Director	$0	$0	$0
Jennifer Van Oel	Director	1.00	Director	$0	$0	$0
ROBERT VAN STEEN	Director	1.00	Director	$0	$0	$0
Teresa Excinia	Exec. Director	40.00	Officer	$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
2024	No data	No data	No data	No data
2023	$340,244	$343,718	$463,251	$-3,474
2022	$402,406	$381,920	$522,263	$20,486
2021	$319,596	$320,366	$454,836	$-770
2020	$271,204	$267,483	$402,594	$3,721
2019	$423,722	$414,956	$429,159	$8,766
2018	$435,421	$479,176	$433,576	$-43,755

California Escrow Association