Civic Intelligence

California Alliance For

EIN 20-1790506 • 501(c)4 • Oakland, CA

Profile

To educate senior citizens and retirees on topics relating to their well being.

PO Box 23754Oakland, CA 94623

californiaalliance.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

99th percentile

3.52x

Higher debt load relative to assets than 99% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

70th percentile

0.16x

Higher debt load relative to revenue than 70% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Source year 2024

Net Margin

49th percentile

5.8%

Higher net margin than 49% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)4 • $500k-$1M nonprofits • Source year 2024

Asset Growth

99th percentile

769%

Faster asset growth than 99% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

24th percentile

-8.3%

Faster revenue growth than 24% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets99th percentile

Assets

Up

$27,674

Up $24,488 (+769%) from 2023

Liabilities

Down

$97,459

Down $10,947 (-10%) from 2023

Net Assets

Up

-$69,785

Up $35,435 (+34%) from 2023

Operations
Liabilities / Revenue70th percentileNet Margin49th percentile

Revenue

Down

$612,178

Down $55,422 (-8.3%) from 2023

Expenses

Down

$576,743

Down $48,968 (-7.8%) from 2023

Net Income

Down

$35,435

Down $6,454 (-15%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth99th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$200K$0-$200KAssets 2010: $2,097Liabilities 2010: $0Net Assets 2010: $2,0972010Assets 2011: $253Liabilities 2011: $02011Assets 2012: $82,980Liabilities 2012: $0Net Assets 2012: $82,9802012Assets 2013: $9,198Liabilities 2013: $0Net Assets 2013: $9,1982013Assets 2014: $10,448Liabilities 2014: $0Net Assets 2014: $10,4482014Assets 2015: $21,525Liabilities 2015: $0Net Assets 2015: $21,5252015Assets 2016: $8,536Liabilities 2016: $0Net Assets 2016: $8,5362016Assets 2017: $8,528Liabilities 2017: $70,291Net Assets 2017: -$61,7632017Assets 2018: $27,224Liabilities 2018: $197,742Net Assets 2018: -$170,5182018Assets 2019: $15,489Liabilities 2019: $197,106Net Assets 2019: -$181,6172019Assets 2020: $34,297Liabilities 2020: $223,077Net Assets 2020: -$188,7802020Assets 2021: $77,216Liabilities 2021: $164,331Net Assets 2021: -$87,1152021Assets 2022: $17,222Liabilities 2022: $164,331Net Assets 2022: -$147,1092022Assets 2023: $3,186Liabilities 2023: $108,406Net Assets 2023: -$105,2202023Assets 2024: $27,674Liabilities 2024: $97,459Net Assets 2024: -$69,7852024

Highlighted filing

2024

Assets$27,674
Liabilities$97,459
Net Assets-$69,785
Open 2024 Filing

Operations Trend

Revenue Growth24th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2010: $168,773Expenses 2010: $169,142Net Income 2010: -$3692010Revenue 2011: $135,345Expenses 2011: $137,189Net Income 2011: -$1,8442011Revenue 2012: $272,242Expenses 2012: $189,515Net Income 2012: $82,7272012Revenue 2013: $167,651Expenses 2013: $241,433Net Income 2013: -$73,7822013Revenue 2014: $256,113Expenses 2014: $254,855Net Income 2014: $1,2582014Revenue 2015: $274,193Expenses 2015: $263,116Net Income 2015: $11,0772015Revenue 2016: $316,516Expenses 2016: $329,505Net Income 2016: -$12,9892016Revenue 2017: $318,977Expenses 2017: $389,276Net Income 2017: -$70,2992017Revenue 2018: $385,879Expenses 2018: $494,634Net Income 2018: -$108,7552018Revenue 2019: $447,106Expenses 2019: $458,205Net Income 2019: -$11,0992019Revenue 2020: $279,223Expenses 2020: $286,386Net Income 2020: -$7,1632020Revenue 2021: $465,258Expenses 2021: $363,593Net Income 2021: $101,6652021Revenue 2022: $445,138Expenses 2022: $505,132Net Income 2022: -$59,9942022Revenue 2023: $667,600Expenses 2023: $625,711Net Income 2023: $41,8892023Revenue 2024: $612,178Expenses 2024: $576,743Net Income 2024: $35,4352024

Highlighted filing

2024

Revenue$612,178
Expenses$576,743
Net Income$35,435
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$27,674
Liabilities
$97,459
Net assets
-$69,785
Revenue
$612,178
Expenses
$576,743
Net income
$35,435
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.97$0.70$6.12$5.77$0.35
2023Detailed filing. Detailed filing data is available for this year.$0.03$1.08$1.05$6.68$6.26$0.42
2022Detailed filing. Detailed filing data is available for this year.$0.17$1.64$1.47$4.45$5.05$0.60
2021Detailed filing. Detailed filing data is available for this year.$0.77$1.64$0.87$4.65$3.64$1.02
2020Detailed filing. Detailed filing data is available for this year.$0.34$2.23$1.89$2.79$2.86$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.15$1.97$1.82$4.47$4.58$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.27$1.98$1.71$3.86$4.95$1.09
2017Detailed filing. Detailed filing data is available for this year.$0.09$0.70$0.62$3.19$3.89$0.70
2016Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$3.17$3.30$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$2.74$2.63$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$2.56$2.55$0.01
2013Summary only. Only limited summary data is available for this year.$0.09$0.00$0.09$1.68$2.41$0.74
2012Summary only. Only limited summary data is available for this year.$0.83$0.00$0.83$2.72$1.90$0.83
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$1.35$1.37$0.02
2010Summary only. Only limited summary data is available for this year.$0.02$0.00$0.02$1.69$1.69$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$620,844
Mission and Program Overview

Mission

To educate senior citizens and retirees on topics relating to their well being.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$3,186$27,674▲ $24,488
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$3,186$27,674▲ $24,488
Other Assets Total-$0-
Liabilities
Other Liabilities$108,406$97,459▼ $10,947
Total Liabilities$108,406$97,459▼ $10,947
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-105,220$-69,785▲ $35,435
Total Net Assets Fund Balance$-105,220$-69,785▲ $35,435
Total Liabilities and Net Assets / Fund Balance$3,186$27,674▲ $24,488
Compensation and Service Providers
Top Officer Pay73rd percentile

Board Members and Trustees

NameTitle
Pauline BrooksPresident
Addie BrinkleyVice President
Bonnie PettyVice President
Cindy YoungVice President
Ct WeberVice President
Daniel PrinceVice President
David WilliamsVice President
Diana MadoshiVice President
Editha AdamsVice President
Ernest HarrisVice President
Hene KellyVice President
Jacquetta AlexanderVice President
Janie WhitefordVice President
Jo CarsonVice President
Kathryn DonahueVice President
Keith UmemotoVice President
Kris OrganVice President
Larry MarottaVice President
Louie DuranVice President
Margaret ShelledaVice President
Mary Rose OrtegaVice President
Michael NyeVice President
Michelle KrugVice President
Mike FursmanVice President
Myrtle Braxton-ellingtonVice President
Nadine PeyrucainVice President
Nephi HancockVice President
Pat StanyoVice President
Ramon CastellblanchVice President
Richard BensonVice President
Robert TurnerVice President
Ronnie KinneyVice President
Sandra Johnson-simonVice President
Tish LeonVice President
Tom RankinVice President
Windsor YoungVice President
Cynthia LopezAdmin Coord
Jodi ReidExecutive Direc
Nan BrasmerPres Emerita
Richard HoloberSecretary
Tish OchoaTreasurer
Gayle ChenowithVP At Large
Revenue and Support

Revenue Composition

Contributions and Grants
$383,462
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$228,716
All Other Contributions
$91,023
Change in Net Assets
$35,435
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$404,063
Other Expenses$172,680
Total Fundraising Expense$39,404
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$307,379$27,121$27,122$361,622
Payroll Taxes$24,698$2,179$2,180$29,057
Travel$18,188$1,605$1,605$21,398
Other Employee Benefits$11,376$1,004$1,004$13,384
All Other Expenses$9,557$725$728$11,010
Office Expenses$4,420$390$390$5,200
Other Expenses$4,031$355$356$4,742
Fees for Services Accounting$1,911$168$169$2,248
Total Functional Expenses$497,942$39,397$39,404$576,743
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$44,104
Fundraising Direct Expenses$8,666
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Convention & Program$114,804$44,104$5,993$38,111
Total Events$114,804$44,104$8,666$35,438
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Suspense-Trans.$96,396
Payroll Liabilities$1,063
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
California Alliance for
EIN
20-1790506
Phone
4155500828
Address
PO BOX 23754, OAKLAND, CA 94623

Signing Officer

Name
Cynthia Lopez
Title
Admin Coord
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Formed
2004
Legal Domicile
CA
Voting Board Members
42
Independent Board Members
0
Employees
8
Volunteers
1,000

Preparer

Firm
Newman & Jones Inc
Address
211 E CENTER ST STE 1, MANTECA, CA 95336
Preparer
Constance Jones
Phone
2098237143
Raw XML AppendixShowing 400 of 675 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm7PAULINE BROOKS
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IRS990/Form990PartVIISectionAGrp/PersonNm9DANIEL PRINCE
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IRS990/Form990PartVIISectionAGrp/PersonNm11HENE KELLY
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IRS990/Form990PartVIISectionAGrp/PersonNm20NEPHI HANCOCK
IRS990/Form990PartVIISectionAGrp/PersonNm21JO CARSON
IRS990/Form990PartVIISectionAGrp/PersonNm22MARY ROSE ORTEGA
IRS990/Form990PartVIISectionAGrp/PersonNm23RONNIE KINNEY
IRS990/Form990PartVIISectionAGrp/PersonNm24LOUIE DURAN
IRS990/Form990PartVIISectionAGrp/PersonNm25DIANA MADOSHI
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IRS990/Form990PartVIISectionAGrp/PersonNm28KATHRYN DONAHUE
IRS990/Form990PartVIISectionAGrp/PersonNm29MIKE FURSMAN
IRS990/Form990PartVIISectionAGrp/PersonNm30GAYLE CHENOWITH
IRS990/Form990PartVIISectionAGrp/PersonNm31TISH LEON
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IRS990/Form990PartVIISectionAGrp/PersonNm34PAT STANYO
IRS990/Form990PartVIISectionAGrp/PersonNm35DAVID WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm36JANIE WHITEFORD
IRS990/Form990PartVIISectionAGrp/PersonNm37RAMON CASTELLBLANCH
IRS990/Form990PartVIISectionAGrp/PersonNm38MARGARET SHELLEDA
IRS990/Form990PartVIISectionAGrp/PersonNm39NADINE PEYRUCAIN
IRS990/Form990PartVIISectionAGrp/PersonNm40MICHAEL NYE
IRS990/Form990PartVIISectionAGrp/PersonNm41SANDRA JOHNSON-SIMON
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Direc
IRS990/Form990PartVIISectionAGrp/TitleTxt1ADMIN COORD
IRS990/Form990PartVIISectionAGrp/TitleTxt2Pres Emerita
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt7President
IRS990/Form990PartVIISectionAGrp/TitleTxt8Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt9Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt10Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt11Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt12Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt13Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt14Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt15Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt16Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt17Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt18Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt19Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt20Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt21Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt22Vice President

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