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Nonprofit · EIN 33-0633902

CALIFORNIA ASSISTED LIVING ASSOCIATION

Also known as CALFA

Tax-exempt · SACRAMENTO, CA 95814

Financials

$4.2M$3.5M2024$4.3M$3.7M2025
Revenue Expenses · by fiscal year end
Financials of CALIFORNIA ASSISTED LIVING ASSOCIATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$4,290,821$3,668,447$622,374$9,845,000$3,433,554$6,411,446
December 31, 2024990$4,177,391$3,465,995$711,396$8,660,828$2,945,400$5,715,428
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$4,058,998
Investment income
$226,596
Other revenue
$5,227

Expenses

Grants and similar amounts paid
$25,000
Compensation of officers, directors and key employees
$560,532
Other salaries and wages
$790,697
Salaries, compensation and benefits (total)
$1,627,674
Professional fundraising fees
$0
Legal fees
$25,677
Accounting fees
$31,678
Occupancy
$139,866
Travel
$15,640
Depreciation
$3,242
Program services (functional)
$2,947,642
Management and general (functional)
$717,563

Balance sheet and other

Total assets, start of year
$8,660,828
Total assets, end of year
$9,845,000
Total liabilities, end of year
$3,433,554
Net assets, end of year
$6,411,446
Land, buildings and equipment
$49,859
Net assets without donor restrictions
$6,411,446
Gross receipts
$4,290,821
Employees
15
Year formed
1996
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
Heather HarrisonPresident48$267,896$17,104
Sally MichaelPast President48$232,472$42,000
Danielle ParsonsADVOCACY DIRECT0$162,608$0
SELENA M COPPI HORNBACKPUBLIC POLICY DIR48$130,060$0
Kevin SwartzendruberMARKETING DIRECTOR48$116,555$0
Danielle MorganVice Chair
Trustee or director, Officer
2$0$0
David EskenazyChairman
Trustee or director, Officer
2$0$0
Todd ShetterDirector
Trustee or director, Officer
1$0$0
Josh AllenDirector
Trustee or director
1$0$0
Dave ColuzziDirector
Trustee or director
1$0$0
Tana McMillonDirector
Trustee or director
1$0$0
Rodger LedererDirector
Trustee or director
1$0$0
Laura FischerTreasurer
Trustee or director
2$0$0
Joel GoldmanDirector
Trustee or director
1$0$0
Collette GrayDirector
Trustee or director
1$0$0
11 more people on this return
NameTitleHours / weekCompensation
Paula HertelDirector
Trustee or director
1$0
Douglas LessardDirector
Trustee or director
1$0
Rick JensenPast Chair
Trustee or director
1$0
Darolyn Jorgensen-KaresDirector
Trustee or director
1$0
Tara CopeDirector
Trustee or director
1$0
Nancy Schier AnzelmoDirector
Trustee or director
1$0
Michel AugsburgerDirector
Trustee or director
1$0
Courtney SiegelSecretary
Trustee or director, Officer
1$0
Jay ThomasDirector
Trustee or director
1$0
Ray LeisureDirector
Trustee or director
1$0
Mark CiminoDirector
Trustee or director
1$0
990 for the year ended December 31, 2024: 27 people
NameTitleHours / weekCompensationOther / benefits
Sally G MichaelPresident48$372,320$23,000
Heather HarrisonVice President48$236,806$14,460
SELENA M COPPI HORNBACKPUBLIC POLICY DIR48$107,400$12,100
Kevin SwartzendruberMARKETING DIRECTOR48$94,309$13,424
Ron MeadChairman
Trustee or director, Officer
2$0$0
Danielle MorganPast Chair
Trustee or director, Officer
1$0$0
David EskenazyVice Chair
Trustee or director, Officer
2$0$0
Todd ShetterDirector
Trustee or director, Officer
1$0$0
Josh AllenDirector
Trustee or director
1$0$0
Dave ColuzziDirector
Trustee or director
1$0$0
Tana McMillonDirector
Trustee or director
1$0$0
Rodger LedererDirector
Trustee or director
1$0$0
Laura FischerTreasurer
Trustee or director
2$0$0
Joel GoldmanDirector
Trustee or director
1$0$0
Collette GrayDirector
Trustee or director
1$0$0
Paula HertelDirector
Trustee or director
1$0$0
Douglas LessardDirector
Trustee or director
1$0$0
Rick JensenDirector
Trustee or director
1$0$0
Carmel Dolcine-JosephDirector
Trustee or director
1$0$0
Tara CopeDirector
Trustee or director
1$0$0
Nancy Schier AnzelmoDirector
Trustee or director
1$0$0
Michel AugsburgerDirector
Trustee or director
1$0$0
Courtney SiegelSecretary
Trustee or director, Officer
1$0$0
Jay ThomasDirector
Trustee or director
1$0$0
Lisa ThompsonDirector
Trustee or director
1$0$0
Mark CiminoDirector
Trustee or director
1$0$0
Michelle KellyDirector
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
455 CAPITOL MALL STE 520, SACRAMENTO, CA 95814-4433
In care of
% JAMES ELI
Principal officer (990 for 2025)
Laura Fischer, 455 CAPITOL MALL STE 520, SACRAMENTO, CA 958144405
Signed the 990
Laura Fischer, Treasurer
Phone
(916) 448-1900
Return prepared by
RTN CPA

California records

California keeps its own records of charities and corporations. Search them by EIN 33-0633902 or by the name CALIFORNIA ASSISTED LIVING ASSOCIATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

To promote assisted living in California.

990 for the year ended December 31, 2025

Program accomplishments

  • The Association provides services to members directed toward the betterment of Assisted Living by providing: Leadership to Assisted Living providers and other stakeholders in the Assisted Living field; Advocacy to protect the interest of providers and the consumer-focused service they provide; and Education to support the provision of high quality programs and services.
    Expenses $1,385,951
  • The Organization presented 3 events, providing educational and networking opportunities with over 2,000 attendees.
    Expenses $1,181,511
  • Public policy expenditures benefit members through legislative representation to assure that the resident-focused service model is protected; regulatory representation assures regulation is implemented in a fair and balanced way, protecting the interests of assisted living providers and residents.
    Expenses $289,839

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024Check at the IRS

IRS record

EIN
33-0633902
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1996
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$9,845,000
Income (IRS master file)
$4,290,821

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$4,290,821$3,668,447$9,845,000XML
990December 2024$4,177,391$3,465,995$8,660,828IRS
990December 2022$3,159,617$3,135,502$7,817,037IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 33-0633902).

Questions about CALIFORNIA ASSISTED LIVING ASSOCIATION

What is the EIN of CALIFORNIA ASSISTED LIVING ASSOCIATION?
The employer identification number (EIN) of CALIFORNIA ASSISTED LIVING ASSOCIATION is 33-0633902.
Is CALIFORNIA ASSISTED LIVING ASSOCIATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1996.
Are donations to CALIFORNIA ASSISTED LIVING ASSOCIATION tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does CALIFORNIA ASSISTED LIVING ASSOCIATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of CALIFORNIA ASSISTED LIVING ASSOCIATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CALIFORNIA ASSISTED LIVING ASSOCIATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of CALIFORNIA ASSISTED LIVING ASSOCIATION?
The 990 for the year ended December 31, 2025 names Laura Fischer.
Who are the officers and directors of CALIFORNIA ASSISTED LIVING ASSOCIATION?
The 990 for the year ended December 31, 2025 lists 26 people; 5 received compensation from the organization, the highest $267,896 (Heather Harrison, President).
How much revenue does CALIFORNIA ASSISTED LIVING ASSOCIATION have?
On its 990 for the year ended December 31, 2025 it reported revenue of $4,290,821, expenses of $3,668,447 and total assets of $9,845,000 at year end.

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