Civic Intelligence

California Mortgage Association

EIN 94-3320648 • 501(c)6 • Sacramento, CA

Profile

To provide education and association for like-minded businesses in california

2520 Venture Oaks Way 150Sacramento, CA 95833

www.californiamortgageassociation.com

Siviq Scores

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

Liabilities / Assets

59th percentile

0.09x

Higher debt load relative to assets than 59% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

63rd percentile

0.12x

Higher debt load relative to revenue than 63% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Net Margin

50th percentile

3.6%

Higher net margin than 50% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

501(c)6 • $500k-$1M nonprofits • Source year 2024

Asset Growth

32nd percentile

-2.7%

Faster asset growth than 32% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

19th percentile

-8.8%

Faster revenue growth than 19% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$659,859

Down $18,315 (-2.7%) from 2023

Liabilities

Down

$62,555

Down $37,693 (-38%) from 2023

Net Assets

Up

$597,304

Up $19,378 (+3.4%) from 2023

Operations
Liabilities / Revenue63rd percentileNet Margin50th percentile

Revenue

Down

$534,917

Down $51,522 (-8.8%) from 2023

Expenses

Down

$515,539

Down $125,260 (-20%) from 2023

Net Income

Up

$19,378

Up $73,738 (+136%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

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

$1.0M$500K$0Assets 2012: $646,127Liabilities 2012: $73,312Net Assets 2012: $572,8152012Assets 2013: $687,723Liabilities 2013: $167,052Net Assets 2013: $520,6712013Assets 2014: $617,906Liabilities 2014: $80,892Net Assets 2014: $537,0142014Assets 2015: $673,859Liabilities 2015: $81,551Net Assets 2015: $592,3082015Assets 2016: $721,422Liabilities 2016: $87,341Net Assets 2016: $634,0812016Assets 2017: $764,318Liabilities 2017: $109,751Net Assets 2017: $654,5672017Assets 2018: $793,057Liabilities 2018: $88,276Net Assets 2018: $704,7812018Assets 2019: $798,137Liabilities 2019: $71,605Net Assets 2019: $726,5322019Assets 2020: $773,285Liabilities 2020: $75,970Net Assets 2020: $697,3152020Assets 2021: $855,803Liabilities 2021: $125,796Net Assets 2021: $730,0072021Assets 2022: $730,429Liabilities 2022: $98,143Net Assets 2022: $632,2862022Assets 2023: $678,174Liabilities 2023: $100,248Net Assets 2023: $577,9262023Assets 2024: $659,859Liabilities 2024: $62,555Net Assets 2024: $597,3042024

Highlighted filing

2024

Assets$659,859
Liabilities$62,555
Net Assets$597,304
Open 2024 Filing

Operations Trend

Revenue Growth19th percentile

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

$1.0M$500K$0-$500KRevenue 2012: $546,128Expenses 2012: $503,935Net Income 2012: $42,1932012Revenue 2013: $587,720Expenses 2013: $639,864Net Income 2013: -$52,1442013Revenue 2014: $636,832Expenses 2014: $620,489Net Income 2014: $16,3432014Revenue 2015: $683,692Expenses 2015: $624,288Net Income 2015: $59,4042015Revenue 2016: $677,430Expenses 2016: $635,657Net Income 2016: $41,7732016Revenue 2017: $662,878Expenses 2017: $642,392Net Income 2017: $20,4862017Revenue 2018: $726,129Expenses 2018: $675,915Net Income 2018: $50,2142018Revenue 2019: $731,353Expenses 2019: $709,602Net Income 2019: $21,7512019Revenue 2020: $614,553Expenses 2020: $657,971Net Income 2020: -$43,4182020Revenue 2021: $416,350Expenses 2021: $378,264Net Income 2021: $38,0862021Revenue 2022: $539,179Expenses 2022: $636,900Net Income 2022: -$97,7212022Revenue 2023: $586,439Expenses 2023: $640,799Net Income 2023: -$54,3602023Revenue 2024: $534,917Expenses 2024: $515,539Net Income 2024: $19,3782024

Highlighted filing

2024

Revenue$534,917
Expenses$515,539
Net Income$19,378
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$659,859
Liabilities
$62,555
Net assets
$597,304
Revenue
$534,917
Expenses
$515,539
Net income
$19,378
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.60$0.63$5.97$5.35$5.16$0.19
2023Detailed filing. Detailed filing data is available for this year.$6.78$1.00$5.78$5.86$6.41$0.54
2022Detailed filing. Detailed filing data is available for this year.$7.30$0.98$6.32$5.39$6.37$0.98
2021Detailed filing. Detailed filing data is available for this year.$8.56$1.26$7.30$4.16$3.78$0.38
2020Detailed filing. Detailed filing data is available for this year.$7.73$0.76$6.97$6.15$6.58$0.43
2019Detailed filing. Detailed filing data is available for this year.$7.98$0.72$7.27$7.31$7.10$0.22
2018Detailed filing. Detailed filing data is available for this year.$7.93$0.88$7.05$7.26$6.76$0.50
2017Detailed filing. Detailed filing data is available for this year.$7.64$1.10$6.55$6.63$6.42$0.20
2016Detailed filing. Detailed filing data is available for this year.$7.21$0.87$6.34$6.77$6.36$0.42
2015Detailed filing. Detailed filing data is available for this year.$6.74$0.82$5.92$6.84$6.24$0.59
2014Detailed filing. Detailed filing data is available for this year.$6.18$0.81$5.37$6.37$6.20$0.16
2013Summary only. Only limited summary data is available for this year.$6.88$1.67$5.21$5.88$6.40$0.52
2012Summary only. Only limited summary data is available for this year.$6.46$0.73$5.73$5.46$5.04$0.42
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 14, 2025
Return Version
2023v6.0
Gross Receipts
$534,917
Mission and Program Overview

Mission

To provide education and association for like-minded businesses in california

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$552,400$487,614▼ $64,786
Cash and Non-Interest-Bearing Accounts$84,994$112,480▲ $27,486
Prepaid Expenses and Deferred Charges$26,531$33,584▲ $7,053
Accounts Receivable$14,249$26,181▲ $11,932
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-
Total Assets$678,174$659,859▼ $18,315
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$65,597$46,083▼ $19,514
Deferred Revenue$34,651$16,471▼ $18,180
Other Liabilities-$1-
Total Liabilities$100,248$62,555▼ $37,693
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$577,926$597,304▲ $19,378
Total Net Assets Fund Balance$577,926$597,304▲ $19,378
Total Liabilities and Net Assets / Fund Balance$678,174$659,859▼ $18,315
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Elizabeth KnightPast President
Shafiq TayureePresident
Bradley LaddusawVice President
Chris BoulterDirector
David HerzerDirector
Glenn GoldanDirector
Joffrey LongDirector
Lori RandichDirector
Mark ForbesDirector
Michelle RodriguezDirector
Richard SelzerDirector
Richard WachterDirector
Robert AustinDirector
Sandy MacdougallDirector
Stephen RexrodeDirector
Steve BellevilleDirector
Odell MurrySecretary
Pam SosaTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
California AdvocatesManagement2520 VENTURE OAKS WAY, Sacramento, CA 95833$155,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$509,571
Investment Income
$14,697
Other Revenue
$10,649
Change in Net Assets
$19,378
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$515,539
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$168,317
Fees for Services Management---$155,000
Fees for Services Other---$79,393
Fees for Services Legal---$57,556
Office Expenses---$5,933
Other Expenses---$1,788
Insurance---$1,689
All Other Expenses---$1,493
Fees for Services Accounting---$1,250
Total Functional Expenses$0$0$0$515,539
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
Yes
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$46,657
Total Nondeductible Lobbying and Political Cost$46,657
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
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The management company provides bookkeeping services and assists the board in planning and executing the quarterly education seminars for the membership”

Form 990, Part VI, Section A, Line 6

“Members consist of individuals and businesses providing private lending services in California”

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

“The executive director reviews the forms and provides copies to the executive committee. After distribution, the executive director signs the tax return authorization forms.”

Form 990, Part VI, Section B, Line 15A

“The Board reviews contracts for services provided at each renewal”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
California Mortgage Association
EIN
94-3320648
Phone
9162394065
Address
2520 VENTURE OAKS WAY 150, SACRAMENTO, CA 95833

Signing Officer

Name
Teresa Excinia
Title
Executive Director
Signed
2025-04-14
Discuss with paid preparer
Yes

Organization Details

Formed
1999
Legal Domicile
CA
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
43

Preparer

Firm
Shaw Accountancy Corporation
Address
3416 American River Dr Ste A, Sacramento, CA 95864
Preparer
John Shaw
Phone
9169200222
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
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IRS990/InterestGrp/TotalAmt00
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IRS990/LegalDomicileStateCd0CA
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IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To provide education and association for like-minded businesses in California
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IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0577926
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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherExpensesGrp/Desc0MARKETING
IRS990/OtherExpensesGrp/Desc1WEBSITE COSTS
IRS990/OtherExpensesGrp/Desc2BANK AND CREDIT CARD FEES
IRS990/OtherExpensesGrp/Desc3Postage and Shipping
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IRS990/OtherExpensesGrp/TotalAmt113374
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IRS990/OtherExpensesGrp/TotalAmt31788
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IRS990/OtherRevenueMiscGrp/Desc0NEWSLETTER ADVERTISING
IRS990/OtherRevenueMiscGrp/Desc1other income
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06360
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1408
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt23881
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IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt13881
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IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues & Assessments
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1234106
IRS990/ProgSrvcAccomActy2Grp/Desc0The Association distributes a quarterly publication and monitors the California Legislature to keep members informed about the industry and legislative activities impacting the industry
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The management company provides bookkeeping services and assists the board in planning and executing the quarterly education seminars for the membership
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Members consist of individuals and businesses providing private lending services in California
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The executive director reviews the forms and provides copies to the executive committee. After distribution, the executive director signs the tax return authorization forms.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Board reviews contracts for services provided at each renewal
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false

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