ZUnclassifiedEIN: 941701188· Ruling Year: 1957

California Mortgage Bankers Association

Roseville, California

BHealth Score
60B

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Above Average

How This Organization Compares

Compared to 22 peers in Unclassified with $1M-$10M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org1.13×
Peer Median15.40×
💰
$2.6M
Total Revenue
📊
$2.7M
Total Expenses
🏦
$3.1M
Net Assets
📋
$594K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-22.8%
Year-over-year change (2022 → 2023)
Net Margin
-3.1%
Revenue minus expenses as % of revenue
Working Capital Ratio
1.13
Net assets divided by total expenses
Liabilities-to-Assets
16.2%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$2,627,34523%$2,708,2145%$3,664,4582%
2022$3,403,31820%$2,846,80525%$3,753,35917%
2021$2,834,16197%$2,269,74627%$3,200,87826%
2020$1,436,74635%$1,783,23321%$2,547,00715%
2019$2,218,1554%$2,250,808$2,998,0691%
2018$2,135,3713%$2,240,8146%$3,029,9092%
2017$2,201,0093%$2,110,1853%$3,094,125
2016$2,144,4984%$2,050,6774%$3,083,30613%
2015$2,054,6066%$2,126,44834%$2,716,908
2014$1,931,1394%$1,584,5266%$2,728,57615%
2013$1,854,45414%$1,501,3322%$2,372,78616%
2012$1,626,98321%$1,472,52112%$2,051,7307%
2011$1,349,883$1,309,479$1,916,353

Frequently Asked Questions

What does California Mortgage Bankers Association do?

California Mortgage Bankers Association is a unclassified nonprofit organization based in California. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is California Mortgage Bankers Association financially healthy?

Based on our 9-metric Financial Health Score model, California Mortgage Bankers Association has a score of 60/100 (Grade: B). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does California Mortgage Bankers Association generate?

California Mortgage Bankers Association reports $2.8M in annual revenue and holds $3.5M in total assets, based on IRS filings.

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