CALIFORNIA ALTERNATIVE INVESTMENTS ASSOCIATION
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Cite this
Plain text CALIFORNIA ALTERNATIVE INVESTMENTS ASSOCIATION. furp.org, nonprofit organization profile, tax years 2013–2024. https://furp.org/org/california-alternative-investments-association-273063903. Retrieved 2026-11-10.
APA furp.org. (n.d.). CALIFORNIA ALTERNATIVE INVESTMENTS ASSOCIATION [Nonprofit organization profile; tax years 2013–2024]. Retrieved November 10, 2026, from https://furp.org/org/california-alternative-investments-association-273063903
MLA “CALIFORNIA ALTERNATIVE INVESTMENTS ASSOCIATION.” furp.org, tax years 2013–2024, https://furp.org/org/california-alternative-investments-association-273063903. Accessed 10 Nov. 2026.
Retrieved 2026-11-10; covers tax years 2013–2024. Data: furp.org (index © the FURP Alliance; the records are public domain).
2024 · Form 990 · revenue $280K · expenses $221K · assets $295K
- Also known as
- ASSOCIATION
- EIN
- 27-3063903
- Address
- 9301 WILSHIRE BLVD STE 611, BEVERLY HILLS, CA 90210-6167
- Website
- WWW.CALALTS.ORG
- NTEE code
- S41 Chambers of Commerce & Business Leagues (Community Improvement and Capacity Building) published (IRS Business Master File)
- Exempt type
- 501(c)(6): business league or chamber of commerce (corporation)
- Ruling date
- December 2010 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- No
- Cross-check
- ProPublica Nonprofit Explorer
Mission
THE CALIFORNIA ALTERNATIVE INVESTMENTS ASSOCIATION (CALALTS) IS A NON-PROFIT, MEMBER BASED ORGANIZATION FOUNDED TO FOSTER THE GROWTH AND DEVELOPMENT OF THOSE WITHIN THE ALTERNATIVE INVESTMENTS INDUSTRY IN CALIFORNIA THROUGH KNOWLEDGE SHARING, THOUGHT-LEADERSHIP, ADVOCACY OF SOUND BUSINESS PRACTICES, EVENTS, RESOURCES, AND EDUCATIONAL PROGRAMS.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
None of the 38 people listed on these returns reported compensation from the organization. They are listed below.
Officers and directors, no compensation reported
38 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Ryan Rosen | DIRECTOR | 2019-2024 | 1 | $0 reported | 1 |
| Michelle Bergren | TREASURER | 2021-2024 | 1 | $0 reported | 1 |
| Rachel Brewster | DIRECTOR | 2021-2024 | 2 | $0 reported | 1 |
| Howard Nurthman | DIRECTOR | 2023-2024 | 1 | $0 reported | 1 |
| David Bradley | DIRECTOR | 2023-2024 | 1 | $0 reported | 1 |
| Lilly Palmer | DIRECTOR | 2023-2024 | 1 | $0 reported | 1 |
| Robert Klein | DIRECTOR | 2023-2024 | 1 | $0 reported | 1 |
| Art Zwickel | DIRECTOR | 2013-2024 | 1 | $0 reported | 1 |
| Jim Boswell | DIRECTOR | 2023-2024 | 1 | $0 reported | 1 |
| Marc Wolf | CHAIRMAN OF THE BOARD | 2013-2024 | 1 | $0 reported | 1 |
| Sasha Burstein | SECRETARY | 2019-2024 | 1 | $0 reported | 1 |
| Angela Ty | 1ST VICE PRESIDENT | 2023-2024 | 2 | $0 reported | 1 |
| Ghufran Rizvi | PRESIDENT | 2023-2024 | 2 | $0 reported | 1 |
| Robin Fink | DIRECTOR | 2013-2024 | 2 | $0 reported | 1 |
| Vince Calcagno (former) | 1ST VICE PRESIDENT | 2017-2022 | 2 | $0 reported | 1 |
| Gjufran Rizvi (former) | PRESIDENT | 2021-2022 | 2 | $0 reported | 1 |
| Dana Light (former) | PRESIDENT | 2019-2020 | 10 | $0 reported | 1 |
| David Burnett (former) | DIRECTOR | 2019-2020 | 2 | $0 reported | 1 |
| Jason Gerlach (former) | DIRECTOR | 2013-2020 | 5 | $0 reported | 1 |
| Keith Miller (former) | TREASURER | 2018-2020 | 2 | $0 reported | 1 |
| Kerry Wong (former) | DIRECTOR | 2018-2020 | 2 | $0 reported | 1 |
| Michael Wu (former) | SECRETARY | 2017-2020 | 2 | $0 reported | 1 |
| Mick Swartz (former) | DIRECTOR | 2017-2020 | 2 | $0 reported | 1 |
| Rachel Roth (former) | DIRECTOR | 2014-2020 | 2 | $0 reported | 1 |
| Adam Wagner (former) | DIRECTOR | 2015-2018 | 3 | $0 reported | 1 |
| Chris Ainsworth (former) | CHAIRMAN OF THE BOARD | 2017-2018 | 3 | $0 reported | 1 |
| Lauri Martin Haas (former) | 2ND VICE PRESIDENT | 2017-2018 | 5 | $0 reported | 1 |
| Anne-Gaelle (former) | DIRECTOR | 2017 | 3 | $0 reported | 1 |
| Kathlyne Kiaie (former) | TREASURER | 2013-2017 | 3 | $0 reported | 1 |
| Jim Lopiccolo (former) | 1ST VICE PRESIDENT | 2013-2015 | 2 | $0 reported | 1 |
| Jay Gould (former) | SECRETARY | 2013-2015 | 2 | $0 reported | 1 |
| Vincent Calcagno (former) | DIRECTOR | 2014-2015 | 2 | $0 reported | 1 |
| Anne-Gaelle Pouille (former) | DIRECTOR | 2014-2015 | 2 | $0 reported | 1 |
| Lee Michael Swartz (former) | DIRECTOR | 2013-2015 | 2 | $0 reported | 1 |
| Christopher Ainsworth (former) | CHAIRMAN OF THE BOARD | 2013-2015 | 2 | $0 reported | 1 |
| Bob Robinson (former) | DIRECTOR | 2013-2014 | 3 | $0 reported | 1 |
| Nour Daoud (former) | DIRECTOR | 2013 | 3 | $0 reported | 1 |
| Scott Keys (former) | DIRECTOR | 2013 | 3 | $0 reported | 1 |
People by year
2024 · 14 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RYAN ROSEN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MICHELLE BERGREN | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| RACHEL BREWSTER | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| HOWARD NURTHMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID BRADLEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| LILLY PALMER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT KLEIN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ART ZWICKEL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JIM BOSWELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBIN FINK | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| MARC WOLF | CHAIRMAN OF THE BOARD | 1 | $0 | $0 | $0 | $0 | 1 |
| SASHA BURSTEIN | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| ANGELA TY | 1ST VICE PRESIDENT | 2 | $0 | $0 | $0 | $0 | 1 |
| GHUFRAN RIZVI | PRESIDENT | 2 | $0 | $0 | $0 | $0 | 1 |
2023 · 13 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RYAN ROSEN | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| MICHELLE BERGREN | TREASURER | 2 | $0 | $0 | $0 | $0 | 1 |
| RACHEL BREWSTER | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| HOWARD NURTHMAN | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| DAVID BRADLEY | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| LILLY PALMER | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| ROBERT KLEIN | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| ART ZWICKEL | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| JIM BOSWELL | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| MARC WOLF | CHAIRMAN OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 1 |
| SASHA BURSTEIN | SECRETARY | 2 | $0 | $0 | $0 | $0 | 1 |
| ANGELA TY | 1ST VICE PRESIDENT | 2 | $0 | $0 | $0 | $0 | 1 |
| GHUFRAN RIZVI | PRESIDENT | 2 | $0 | $0 | $0 | $0 | 1 |
2022 · 8 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBIN FINK | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| RYAN ROSEN | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| MICHELLE BERGREN | TREASURER | 2 | $0 | $0 | $0 | $0 | 1 |
| RACHEL BREWSTER | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| MARC WOLF | CHAIRMAN OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 1 |
| SASHA BURSTEIN | SECRETARY | 2 | $0 | $0 | $0 | $0 | 1 |
| VINCE CALCAGNO | 1ST VICE PRESIDENT | 2 | $0 | $0 | $0 | $0 | 1 |
| GJUFRAN RIZVI | PRESIDENT | 2 | $0 | $0 | $0 | $0 | 1 |
2021 · 8 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARC WOLF | CHAIRMAN OF THE BOARD | 3 | $0 | - | $0 | $0 | 1 |
| ROBIN FINK | PRESIDENT | 2 | $0 | - | $0 | $0 | 1 |
| RYAN ROSEN | DIRECTOR | 2 | $0 | - | $0 | $0 | 1 |
| SASHA BURSTEIN | SECRETARY | 2 | $0 | - | $0 | $0 | 1 |
| VINCE CALCAGNO | 1ST VICE PRESIDENT | 5 | $0 | - | $0 | $0 | 1 |
| MICHELLE BERGREN | TREASURER | 0 | $0 | - | $0 | $0 | 1 |
| RACHEL BREWSTER | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| GJUFRAN RIZVI | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
2020 · 12 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DANA LIGHT | PRESIDENT | 10 | $0 | - | $0 | $0 | 1 |
| DAVID BURNETT | DIRECTOR | 2 | $0 | - | $0 | $0 | 1 |
| JASON GERLACH | DIRECTOR | 5 | $0 | - | $0 | $0 | 1 |
| KEITH MILLER | TREASURER | 2 | $0 | - | $0 | $0 | 1 |
| KERRY WONG | DIRECTOR | 2 | $0 | - | $0 | $0 | 1 |
| MARC WOLF | CHAIRMAN OF THE BOARD | 3 | $0 | - | $0 | $0 | 1 |
| MICHAEL WU | SECRETARY | 2 | $0 | - | $0 | $0 | 1 |
| MICK SWARTZ | DIRECTOR | 2 | $0 | - | $0 | $0 | 1 |
| RACHEL ROTH | DIRECTOR | 2 | $0 | - | $0 | $0 | 1 |
| ROBIN FINK | DIRECTOR | 2 | $0 | - | $0 | $0 | 1 |
| RYAN ROSEN | DIRECTOR | 2 | $0 | - | $0 | $0 | 1 |
| SASHA BURSTEIN | DIRECTOR | 2 | $0 | - | $0 | $0 | 1 |
2019 · 12 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DANA LIGHT | PRESIDENT | 10 | $0 | - | $0 | $0 | 1 |
| DAVID BURNETT | DIRECTOR | 2 | $0 | - | $0 | $0 | 1 |
| JASON GERLACH | DIRECTOR | 5 | $0 | - | $0 | $0 | 1 |
| KEITH MILLER | TREASURER | 2 | $0 | - | $0 | $0 | 1 |
| KERRY WONG | DIRECTOR | 2 | $0 | - | $0 | $0 | 1 |
| MARC WOLF | CHAIRMAN OF THE BOARD | 3 | $0 | - | $0 | $0 | 1 |
| MICHAEL WU | SECRETARY | 2 | $0 | - | $0 | $0 | 1 |
| MICK SWARTZ | DIRECTOR | 2 | $0 | - | $0 | $0 | 1 |
| RACHEL ROTH | DIRECTOR | 2 | $0 | - | $0 | $0 | 1 |
| ROBIN FINK | DIRECTOR | 2 | $0 | - | $0 | $0 | 1 |
| RYAN ROSEN | DIRECTOR | 2 | $0 | - | $0 | $0 | 1 |
| SASHA BURSTEIN | DIRECTOR | 2 | $0 | - | $0 | $0 | 1 |
2018 · 12 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ADAM WAGNER | DIRECTOR | 3 | $0 | - | $0 | $0 | 1 |
| JASON GERLACH | PRESIDENT | 3 | $0 | - | $0 | $0 | 1 |
| CHRIS AINSWORTH | CHAIRMAN OF THE BOARD | 3 | $0 | - | $0 | $0 | 1 |
| RACHEL ROTH | DIRECTOR | 3 | $0 | - | $0 | $0 | 1 |
| VINCE CALCAGNO | 1ST VICE PRESIDENT | 7 | $0 | - | $0 | $0 | 1 |
| MICK SWARTZ | DIRECTOR | 3 | $0 | - | $0 | $0 | 1 |
| ART ZWICKEL | TREASURER | 3 | $0 | - | $0 | $0 | 1 |
| LAURI MARTIN HAAS | 2ND VICE PRESIDENT | 5 | $0 | - | $0 | $0 | 1 |
| ROBIN FINK | DIRECTOR | 3 | $0 | - | $0 | $0 | 1 |
| MICHAEL WU | SECRETARY | 3 | $0 | - | $0 | $0 | 1 |
| KEITH MILLER | DIRECTOR | 3 | $0 | - | $0 | $0 | 1 |
| KERRY WONG | DIRECTOR | 3 | $0 | - | $0 | $0 | 1 |
2017 · 11 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ANNE-GAELLE | DIRECTOR | 3 | $0 | - | $0 | $0 | 1 |
| ADAM WAGNER | DIRECTOR | 3 | $0 | - | $0 | $0 | 1 |
| JASON GERLACH | PRESIDENT | 7 | $0 | - | $0 | $0 | 1 |
| CHRIS AINSWORTH | CHAIRMAN OF THE BOARD | 5 | $0 | - | $0 | $0 | 1 |
| RACHEL ROTH | DIRECTOR | 3 | $0 | - | $0 | $0 | 1 |
| VINCE CALCAGNO | 1ST VICE PRESIDENT | 3 | $0 | - | $0 | $0 | 1 |
| MICK SWARTZ | DIRECTOR | 3 | $0 | - | $0 | $0 | 1 |
| KATHLYNE KIAIE | TREASURER | 3 | $0 | - | $0 | $0 | 1 |
| LAURI HAAS | 2ND VICE PRESIDENT | 3 | $0 | - | $0 | $0 | 1 |
| ROBIN FINK | DIRECTOR | 3 | $0 | - | $0 | $0 | 1 |
| MICHAEL WU | SECRETARY | 3 | $0 | - | $0 | $0 | 1 |
2015 · 12 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JASON GERLACH | PRESIDENT | 6 | $0 | - | $0 | $0 | 1 |
| JIM LOPICCOLO | 1ST VICE PRESIDENT | 2 | $0 | - | $0 | $0 | 1 |
| KATHLYNE KIAIE | 2ND VICE PRESIDENT | 2 | $0 | - | $0 | $0 | 1 |
| ART ZWICKEL | TREASURER | 2 | $0 | - | $0 | $0 | 1 |
| JAY GOULD | SECRETARY | 2 | $0 | - | $0 | $0 | 1 |
| ROBIN FINK | DIRECTOR | 2 | $0 | - | $0 | $0 | 1 |
| VINCENT CALCAGNO | DIRECTOR | 2 | $0 | - | $0 | $0 | 1 |
| RACHEL ROTH | DIRECTOR | 2 | $0 | - | $0 | $0 | 1 |
| ANNE-GAELLE POUILLE | DIRECTOR | 2 | $0 | - | $0 | $0 | 1 |
| LEE MICHAEL SWARTZ | DIRECTOR | 2 | $0 | - | $0 | $0 | 1 |
| CHRISTOPHER AINSWORTH | CHAIRMAN OF THE BOARD | 2 | $0 | - | $0 | $0 | 1 |
| ADAM WAGNER | DIRECTOR | 2 | $0 | - | $0 | $0 | 1 |
2014 · 12 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JASON GERLACH | PRESIDENT | 5 | $0 | - | $0 | $0 | 1 |
| JIM LOPICCOLO | 1ST VICE PRESIDENT | 3 | $0 | - | $0 | $0 | 1 |
| KATHLYNE KIAIE | 2ND VICE PRESIDENT | 3 | $0 | - | $0 | $0 | 1 |
| ART ZWICKEL | TREASURER | 4 | $0 | - | $0 | $0 | 1 |
| JAY GOULD | SECRETARY | 3 | $0 | - | $0 | $0 | 1 |
| BOB ROBINSON | DIRECTOR | 3 | $0 | - | $0 | $0 | 1 |
| ROBIN FINK | DIRECTOR | 3 | $0 | - | $0 | $0 | 1 |
| VINCENT CALCAGNO | DIRECTOR | 3 | $0 | - | $0 | $0 | 1 |
| RACHEL ROTH | DIRECTOR | 3 | $0 | - | $0 | $0 | 1 |
| ANNE-GAELLE POUILLE | DIRECTOR | 3 | $0 | - | $0 | $0 | 1 |
| LEE MICHAEL SWARTZ | DIRECTOR | 3 | $0 | - | $0 | $0 | 1 |
| CHRISTOPHER AINSWORTH | CHAIRMAN OF THE BOARD | 4 | $0 | - | $0 | $0 | 1 |
2013 · 12 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JASON GERLACH | PRESIDENT | 5 | $0 | - | $0 | $0 | 1 |
| BOB ROBINSON | 1ST VICE PRESIDENT | 3 | $0 | - | $0 | $0 | 1 |
| MARC WOLF | 2ND VICE PRESIDENT | 3 | $0 | - | $0 | $0 | 1 |
| ART ZWICKEL | TREASURER | 4 | $0 | - | $0 | $0 | 1 |
| JAY GOULD | SECRETARY | 3 | $0 | - | $0 | $0 | 1 |
| NOUR DAOUD | DIRECTOR | 3 | $0 | - | $0 | $0 | 1 |
| ROBIN FINK | DIRECTOR | 3 | $0 | - | $0 | $0 | 1 |
| SCOTT KEYS | DIRECTOR | 3 | $0 | - | $0 | $0 | 1 |
| KATHLYNE KIAIE | DIRECTOR | 3 | $0 | - | $0 | $0 | 1 |
| JIM LOPICCOLO | DIRECTOR | 3 | $0 | - | $0 | $0 | 1 |
| LEE MICHAEL SWARTZ | DIRECTOR | 3 | $0 | - | $0 | $0 | 1 |
| CHRISTOPHER AINSWORTH | CHAIRMAN OF THE BOARD | 4 | $0 | - | $0 | $0 | 1 |
Highest-paid independent contractors
No independent contractors reported.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $279,631 | $220,859 | $294,580 | $294,580 | $106,676 | $172,955 | $0 | 0 | 0 |
| 2023 · Form 990 | ||||||||
| $282,616 | $235,035 | $235,808 | $235,808 | $134,404 | $148,212 | $0 | 0 | 0 |
| 2022 · Form 990 | ||||||||
| $243,726 | $167,918 | $188,227 | $188,227 | $107,673 | $136,053 | $0 | 0 | 0 |
| 2021 · Form 990EZ | ||||||||
| $132,865 | $123,222 | $112,580 | $112,419 | - | $30,467 | - | - | - |
| 2020 · Form 990EZ | ||||||||
| $96,236 | $74,511 | $102,965 | $102,776 | - | $6,804 | - | - | - |
| 2019 · Form 990EZ | ||||||||
| $167,499 | $140,235 | $87,276 | $81,051 | - | $29,672 | - | - | - |
| 2018 · Form 990EZ | ||||||||
| $172,249 | $176,053 | $53,787 | $53,787 | - | $26,691 | - | - | - |
| 2017 · Form 990EZ | ||||||||
| $172,331 | $168,872 | $57,591 | $57,591 | - | $68,371 | - | - | - |
| 2015 · Form 990EZ | ||||||||
| $145,128 | $141,738 | $54,662 | $54,413 | - | $45,125 | - | - | - |
| 2014 · Form 990EZ | ||||||||
| $169,562 | $162,600 | $51,023 | $51,023 | - | $32,562 | - | - | - |
| 2013 · Form 990EZ | ||||||||
| $133,912 | $120,820 | $51,730 | $34,060 | - | $19,662 | - | - | - |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
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| CREDA SACRAMENTO VALLEY CHAPTER | CA | S41 | $266,840 | $256,111 | EXECUTIVE DIR. | $0 | Same NTEE code S41, revenue within 2x, same state, similar mission |
| UPTOWN PROPERTY AND COMMUNITY ASSOCIATION | CA | S41 | $277,044 | $300,522 | PRESIDENT | $0 | Same NTEE code S41, revenue within 2x, same state |
| AMERICAN FACTORING ASSOCIATION | CA | S41 | $290,550 | $238,807 | PRESIDENT | $0 | Same NTEE code S41, revenue within 2x, same state |
| LAKE FOREST CHAMBER OF COMMERCE INC | CA | S41 | $285,851 | $218,596 | CEO | $87,752 | Same NTEE code S41, revenue within 2x, same state |
| ORGANIZATION OF PAKISTANI ENTREPRENEURS OF NORTH AMERICA INC | CA | S41 | $278,683 | $260,124 | President | $0 | Same NTEE code S41, revenue within 2x, same state |
| SAN MATEO POLICE OFFICERS ASSOCIATION | CA | S41 | $285,738 | $238,336 | PRESIDENT | $0 | Same NTEE code S41, revenue within 2x, same state |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
| Grantor | Total given | Grants | Organizations funded | Type | Years | Which ones |
|---|---|---|---|---|---|---|
| BANK OF AMERICA CHARITABLE FOUNDATION INC | $30,000 | 2 | 1 | Private foundation | 2016–2017 | SOUTH SAN FRANCISCO CHAMBER OF COMMERCE |
| FAIR WAYS FOUNDATION | $25,000 | 1 | 1 | Private foundation | 2021–2021 | CACTUS & PINE GOLF COURSE SUPERINTENDENTS ASSOCIATION |
| IMPERIAL VALLEY COMMUNITY FOUNDATION | $24,979 | 1 | 1 | DAF sponsor | 2022–2022 | IMPERIAL VALLEY REGIONAL CHAMBER OF COMMERCE |
| SUFFOLK CARES CHARITABLE FOUNDATION INC | $10,450 | 1 | 1 | Private foundation | 2013–2013 | SOUTH SAN FRANCISCO CHAMBER OF COMMERCE |
| PLACER COMMUNITY FOUNDATION | $10,000 | 1 | 1 | DAF sponsor | 2020–2020 | LINCOLN AREA CHAMBER OF COMMERCE |
| STANISLAUS COMMUNITY FOUNDATION | $6,000 | 1 | 1 | DAF sponsor | 2021–2021 | TURLOCK CHAMBER FOUNDATION |
| ROY & IDA EAGLE FOUNDATION | $2,500 | 1 | 1 | Private foundation | 2018–2018 | LOMPOC VALLEY CHAMBER OF COMMERCE |
| MILTON SHOONG FOUNDATION | $1,000 | 1 | 1 | Private foundation | 2016–2016 | NORTH TAHOE BUSINESS ASSOCIATION |
| HECK FOUNDATION | $500 | 1 | 1 | Private foundation | 2018–2018 | SEBASTOPOL CHAMBER OF COMMERCE |
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $220,859 spent · pay $0 · grants $0 · events $100,472
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) Event | EVENT EXPENSES | $100,472 | $100,472 | - | - | 45.5% |
| Fees: management | $52,997 | - | $52,997 | - | 24.0% | |
| Other (as described) | OUTSIDE SERVICES | $18,195 | - | $18,195 | - | 8.2% |
| All other expenses | $15,663 | - | $15,663 | - | 7.1% | |
| Other (as described) | DONATIONS | $12,843 | - | $12,843 | - | 5.8% |
| Other (as described) | ADMIN | $11,440 | - | $11,440 | - | 5.2% |
| Advertising and promotion | $2,622 | - | $2,622 | - | 1.2% | |
| Insurance | $2,619 | - | $2,619 | - | 1.2% | |
| Office expenses | $2,330 | - | $2,330 | - | 1.1% | |
| Travel | $1,678 | - | $1,678 | - | 0.8% | |
| Total | $220,859 | 100% |
2023 · Form 990 · $235,035 spent · pay $0 · grants $0 · events $116,628
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) Event | EVENT EXPENSES | $116,628 | $116,628 | - | - | 49.6% |
| Fees: accounting | $52,680 | - | $52,680 | - | 22.4% | |
| Other (as described) | ADMIN | $17,280 | - | $17,280 | - | 7.4% |
| Other (as described) | OUTSIDE SERVICES | $14,445 | - | $14,445 | - | 6.1% |
| Other (as described) | MERCHANT PROCESSING | $10,114 | - | $10,114 | - | 4.3% |
| All other expenses | $8,880 | - | $8,880 | - | 3.8% | |
| Office expenses | $8,745 | - | $8,745 | - | 3.7% | |
| Travel | $2,869 | - | $2,869 | - | 1.2% | |
| Insurance | $2,663 | - | $2,663 | - | 1.1% | |
| Advertising and promotion | $731 | - | $731 | - | 0.3% | |
| Total | $235,035 | 100% |
2022 · Form 990 · $167,918 spent · pay $0 · grants $0 · events $72,674
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) Event | EVENT EXPENSES | $72,674 | $72,674 | - | - | 43.3% |
| Fees: accounting | $45,756 | - | $45,756 | - | 27.2% | |
| Other (as described) | ADMIN | $15,840 | - | $15,840 | - | 9.4% |
| Other (as described) | OUTSIDE SERVICES | $13,775 | $11,760 | $2,015 | - | 8.2% |
| Other (as described) | MERCHANT PROCESSING | $5,260 | - | $5,260 | - | 3.1% |
| All other expenses | $4,961 | - | $4,961 | - | 3.0% | |
| Office expenses | $4,265 | - | $4,265 | - | 2.5% | |
| Insurance | $2,907 | - | $2,907 | - | 1.7% | |
| Travel | $1,760 | - | $1,760 | - | 1.0% | |
| Advertising and promotion | $720 | - | $720 | - | 0.4% | |
| Total | $167,918 | 100% |
2021 · Form 990EZ · $123,222 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses (detail on Schedule O) | $84,222 | 68.3% | |
| Fees to independent contractors | $39,000 | 31.7% | |
| Total | $123,222 | 100% |
2020 · Form 990EZ · $74,511 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Fees to independent contractors | $60,820 | 81.6% | |
| Other expenses (detail on Schedule O) | $13,690 | 18.4% | |
| Printing, publications, postage | $1 | 0.0% | |
| Total | $74,511 | 100% |
2019 · Form 990EZ · $140,235 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses (detail on Schedule O) | $72,930 | 52.0% | |
| Fees to independent contractors | $65,504 | 46.7% | |
| Printing, publications, postage | $1,801 | 1.3% | |
| Total | $140,235 | 100% |
2018 · Form 990EZ · $176,053 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses (detail on Schedule O) | $102,608 | 58.3% | |
| Fees to independent contractors | $67,488 | 38.3% | |
| Printing, publications, postage | $5,957 | 3.4% | |
| Total | $176,053 | 100% |
2017 · Form 990EZ · $168,872 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses (detail on Schedule O) | $100,315 | 59.4% | |
| Fees to independent contractors | $64,896 | 38.4% | |
| Printing, publications, postage | $3,661 | 2.2% | |
| Total | $168,872 | 100% |
2015 · Form 990EZ · $141,738 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses (detail on Schedule O) | $85,072 | 60.0% | |
| Fees to independent contractors | $52,446 | 37.0% | |
| Printing, publications, postage | $4,220 | 3.0% | |
| Total | $141,738 | 100% |
2014 · Form 990EZ · $162,600 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses (detail on Schedule O) | $109,673 | 67.4% | |
| Fees to independent contractors | $50,670 | 31.2% | |
| Printing, publications, postage | $2,257 | 1.4% | |
| Total | $162,600 | 100% |
2013 · Form 990EZ · $120,820 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses (detail on Schedule O) | $69,657 | 57.7% | |
| Fees to independent contractors | $48,800 | 40.4% | |
| Printing, publications, postage | $2,363 | 2.0% | |
| Total | $120,820 | 100% |
Trademarks
5 US trademarks, 5 live.
- California Alternative Investments Association 5 marks, CA EXACT high confidence: identical full name and state
| Mark | Serial | Filed | Status | Source |
|---|---|---|---|---|
| CALALTS | 50075083 | 2026-08-27 | Pending application | TRTDXFAP, file of 2026-08-28 |
| CALIFORNIA ALTERNATIVE INVESTMENTS ASSOCIATION CALALTS | 50075080 | 2026-08-27 | Pending application | TRTDXFAP, file of 2026-08-28 |
| SF FUND WEEK | 50075059 | 2026-08-27 | Pending application | TRTDXFAP, file of 2026-08-28 |
| ALTSLA | 87521393 | 2017-07-10 | Registered | TRCFECO2, file of 2024-03-27 |
| CALALTS | 87411088 | 2017-04-13 | Registration cancelled | TRTYRAP, file of 2026-04-03 |
The newest marks of the trademark owners above, matched to this record by name (and state).
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