Civic Intelligence

California Escrow Association

EIN 95-6112699 • 501(c)6 • Granite Bay, CA

Profile

To promote & improve escrow services.

PO Box 2582Granite Bay, CA 95746

www.ceaescrow.org

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.22x

Higher debt load relative to assets than 82% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

86th percentile

0.25x

Higher debt load relative to revenue than 86% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

32nd percentile

-9.0%

Higher net margin than 32% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

30th percentile

-14%

Faster asset growth than 30% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

57th percentile

4.6%

Faster revenue growth than 57% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$399,373

Down $63,878 (-14%) from 2023

Liabilities

Down

$87,331

Down $147,335 (-63%) from 2023

Net Assets

Up

$312,042

Up $83,457 (+37%) from 2023

Operations
Liabilities / Revenue86th percentileNet Margin32nd percentile

Revenue

Up

$355,845

Up $15,601 (+4.6%) from 2023

Expenses

Up

$388,048

Up $44,330 (+13%) from 2023

Net Income

Down

-$32,203

Down $28,729 (-827%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

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

$600K$400K$200K$0Assets 2010: $363,428Liabilities 2010: $162,699Net Assets 2010: $200,7292010Assets 2011: $310,274Liabilities 2011: $150,284Net Assets 2011: $159,9902011Assets 2014: $441,599Liabilities 2014: $243,755Net Assets 2014: $197,8442014Assets 2015: $491,387Liabilities 2015: $260,849Net Assets 2015: $230,5382015Assets 2016: $515,731Liabilities 2016: $275,313Net Assets 2016: $240,4182016Assets 2017: $509,472Liabilities 2017: $279,376Net Assets 2017: $230,0962017Assets 2018: $433,576Liabilities 2018: $242,459Net Assets 2018: $191,1172018Assets 2019: $429,159Liabilities 2019: $225,557Net Assets 2019: $203,6022019Assets 2020: $402,594Liabilities 2020: $193,021Net Assets 2020: $209,5732020Assets 2021: $454,836Liabilities 2021: $245,263Net Assets 2021: $209,5732021Assets 2022: $522,263Liabilities 2022: $292,204Net Assets 2022: $230,0592022Assets 2023: $463,251Liabilities 2023: $234,666Net Assets 2023: $228,5852023Assets 2024: $399,373Liabilities 2024: $87,331Net Assets 2024: $312,0422024

Highlighted filing

2024

Assets$399,373
Liabilities$87,331
Net Assets$312,042
Open 2024 Filing

Operations Trend

Revenue Growth57th percentile

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

$600K$400K$200K$0-$200KRevenue 2010: $364,918Expenses 2010: $426,519Net Income 2010: -$61,6012010Revenue 2011: $388,874Expenses 2011: $429,613Net Income 2011: -$40,7392011Revenue 2014: $475,486Expenses 2014: $427,764Net Income 2014: $47,7222014Revenue 2015: $473,519Expenses 2015: $443,833Net Income 2015: $29,6862015Revenue 2016: $456,307Expenses 2016: $446,427Net Income 2016: $9,8802016Revenue 2017: $437,861Expenses 2017: $449,490Net Income 2017: -$11,6292017Revenue 2018: $435,421Expenses 2018: $479,176Net Income 2018: -$43,7552018Revenue 2019: $423,722Expenses 2019: $414,956Net Income 2019: $8,7662019Revenue 2020: $271,204Expenses 2020: $267,483Net Income 2020: $3,7212020Revenue 2021: $319,596Expenses 2021: $320,366Net Income 2021: -$7702021Revenue 2022: $402,406Expenses 2022: $381,920Net Income 2022: $20,4862022Revenue 2023: $340,244Expenses 2023: $343,718Net Income 2023: -$3,4742023Revenue 2024: $355,845Expenses 2024: $388,048Net Income 2024: -$32,2032024

Highlighted filing

2024

Revenue$355,845
Expenses$388,048
Net Income-$32,203
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$399,373
Liabilities
$87,331
Net assets
$312,042
Revenue
$355,845
Expenses
$388,048
Net income
-$32,203
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.99$0.87$3.12$3.56$3.88$0.32
2023Detailed filing. Detailed filing data is available for this year.$4.63$2.35$2.29$3.40$3.44$0.03
2022Detailed filing. Detailed filing data is available for this year.$5.22$2.92$2.30$4.02$3.82$0.20
2021Detailed filing. Detailed filing data is available for this year.$4.55$2.45$2.10$3.20$3.20$0.01
2020Detailed filing. Detailed filing data is available for this year.$4.03$1.93$2.10$2.71$2.67$0.04
2019Detailed filing. Detailed filing data is available for this year.$4.29$2.26$2.04$4.24$4.15$0.09
2018Detailed filing. Detailed filing data is available for this year.$4.34$2.42$1.91$4.35$4.79$0.44
2017Detailed filing. Detailed filing data is available for this year.$5.09$2.79$2.30$4.38$4.49$0.12
2016Detailed filing. Detailed filing data is available for this year.$5.16$2.75$2.40$4.56$4.46$0.10
2015Detailed filing. Detailed filing data is available for this year.$4.91$2.61$2.31$4.74$4.44$0.30
2014Detailed filing. Detailed filing data is available for this year.$4.42$2.44$1.98$4.75$4.28$0.48
2011Summary only. Only limited summary data is available for this year.$3.10$1.50$1.60$3.89$4.30$0.41
2010Summary only. Only limited summary data is available for this year.$3.63$1.63$2.01$3.65$4.27$0.62
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 16, 2025
Return Version
2024v5.2
Gross Receipts
$356,785
Mission and Program Overview

Mission

To promote & improve escrow services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$189,242$217,065▲ $27,823
Cash and Non-Interest-Bearing Accounts$265,917$170,049▼ $95,868
Prepaid Expenses and Deferred Charges$3,327$7,920▲ $4,593
Land, Buildings, and Equipment, Net$4,339$4,339→ $0
Accounts Receivable$426$0▼ $426
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$463,251$399,373▼ $63,878
Other Assets Total-$0-
Liabilities
Deferred Revenue$122,845$78,555▼ $44,290
Accounts Payable and Accrued Expenses$111,821$8,775▼ $103,046
Other Liabilities-$1-
Total Liabilities$234,666$87,331▼ $147,335
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$228,585$208,160▼ $20,425
Net Assets With Donor Restrictions-$103,882-
Total Net Assets Fund Balance$228,585$312,042▲ $83,457
Total Liabilities and Net Assets / Fund Balance$463,251$399,373▼ $63,878

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,339$14,741$19,080
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Mickey VandenbergPresident
Sharon StrahlendorfPresident Elect
Elizabeth McgovernVice President
Alma RushingDirector
Brooke Kane-WoottonDirector
Christy EkstrandDirector
Deborah PetersDirector
Dianna Boudreau-tschetterDirector
Heather ShifferDirector
Jennifer AdamsDirector
Jennifer FeltenDirector
Jennifer Van OelDirector
Jon LizarragaDirector
Josephine CalderaDirector
Joyce CooperDirector
Judy ArringtonDirector
Justin GravesDirector
Kathy LozanoDirector
Leah FuentezDirector
Linda MurphyDirector
Mellisa BrownDirector
Sheri KeeneDirector
Stephanie LeeDirector
Tammy BrownDirector
Terrica BanksDirector
Therese OlbergDirector
Tricia VagtDirector
Teresa ExciniaExec. Director
Rosanna MedeirosImm Past Pres
Colleen GravesSec/Treasurer
Nancy SilberbergSec/Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
CamsMgmt & Advocacy2520 Venture Oaks Way Ste 150, Sacramento, CA 95833-4228$174,500
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$339,301
Investment Income
$102
Other Revenue
$16,442
Change in Net Assets
$-32,203
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$388,048
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
Fees for Services Management---$189,500
Conferences and Meetings---$113,527
Fees for Services Other---$45,000
Office Expenses---$24,390
Travel---$7,975
Fees for Services Accounting---$1,850
Insurance---$1,655
Other Expenses---$784
Information Technology---$200
Total Functional Expenses$0$0$0$388,048
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
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Total Nondeductible Lobbying and Political Cost$82,083
Current Year Nondeductible Lobbying and Political Cost$46,895
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
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
No
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

“Management of the association is contracted with California Advocates Management Services.”

Form 990, Part VI, Section A, Line 6

“California Escrow Association has three different types of members: active members, associate members and inactive members. Active Members - shall be those natural persons directly engaged in sale or loan escrow and/or in the processing of real estate loans and leases or supervision of such escrows, as accepted by the Regional Association Board of Directors.Associate Members - shall be those in allied fields, as accepted by the Regional Association Board of Directors.Inactive Members - shall be those past active or associate members who are no longer engaged in their profession as described in qualifications above, either permanently or temporarily.”

Form 990, Part VI, Section A, Line 8B

“No committees have the authority to act on behalf of the governing body.”

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 Escrow Association
EIN
95-6112699
Phone
9162394075
Address
PO Box 2582, Granite Bay, CA 95746

Signing Officer

Name
Tracey Booth
Title
Exec. Director
Signed
2025-10-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sharon Strahlendorf
Formed
1956
Legal Domicile
CA
Voting Board Members
30
Independent Board Members
30
Employees
0
Volunteers
30

Preparer

Firm
John Waddell & Co CPAs
Address
3416 American River Drive A, Sacramento, CA 95864
Preparer
Deborah F Ask CPA
Phone
9164882460
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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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