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California Alternative Investments Association

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Category: Community Improvement, Capacity Building / Promotion of Business (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$283k (2024)

Expenses
$235k (2024)

Total Assets
$236k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$282,616
Expenses
$235,035
Net Income
$47,581
Net Assets
$235,808
Notable Sources of Revenue Percent of Total Revenue
Contributions $134,404
47.6%
Program Services $148,212
52.4%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $235,808
Total Liabilities $0
Net Assets $235,808
Compensation
Key Employees and Officers Compensation Related Other
Ryan Rosen (Director) $0 $0 $0
Michelle Bergren (Treasurer) $0 $0 $0
Rachel Brewster (Director) $0 $0 $0
Howard Nurthman (Director) $0 $0 $0
David Bradley (Director) $0 $0 $0
Lilly Palmer (Director) $0 $0 $0
Robert Klein (Director) $0 $0 $0
Art Zwickel (Director) $0 $0 $0
Jim Boswell (Director) $0 $0 $0
Marc Wolf (Chairman Of The Board) $0 $0 $0
Sasha Burstein (Secretary) $0 $0 $0
Angela Ty (1 St Vice President) $0 $0 $0
Ghufran Rizvi (President) $0 $0 $0

Document Links

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$243,726
Expenses
$167,918
Net Income
$75,808
Net Assets
$188,227
Notable Sources of Revenue Percent of Total Revenue
Contributions $107,673
44.2%
Program Services $136,053
55.8%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $188,227
Total Liabilities $0
Net Assets $188,227
Compensation
Key Employees and Officers Compensation Related Other
Robin Fink (Director) $0 $0 $0
Ryan Rosen (Director) $0 $0 $0
Michelle Bergren (Treasurer) $0 $0 $0
Rachel Brewster (Director) $0 $0 $0
Marc Wolf (Chairman Of The Board) $0 $0 $0
Sasha Burstein (Secretary) $0 $0 $0
Vince Calcagno (1 St Vice President) $0 $0 $0
Gjufran Rizvi (President) $0 $0 $0

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Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$132,865
Expenses
$123,222
Net Income
$9,643
Net Assets
$112,419
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $30,467
22.9%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $112,580
Total Liabilities $161
Net Assets $112,419
Compensation
Key Employees and Officers Compensation Other
Marc Wolf (Chairman Of The Board) $0 $0
Robin Fink (President) $0 $0
Ryan Rosen (Director) $0 $0
Sasha Burstein (Secretary) $0 $0
Vince Calcagno (1 St Vice President) $0 $0
Michelle Bergren (Treasurer) $0 $0
Rachel Brewster (Director) $0 $0
Gjufran Rizvi (Director) $0 $0

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Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$96,236
Expenses
$74,511
Net Income
$21,725
Net Assets
$102,776
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,804
7.1%
Investment Income $2
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $102,965
Total Liabilities $189
Net Assets $102,776
Compensation
Key Employees and Officers Compensation Other
Dana Light (President) $0 $0
David Burnett (Director) $0 $0
Jason Gerlach (Director) $0 $0
Keith Miller (Treasurer) $0 $0
Kerry Wong (Director) $0 $0
Marc Wolf (Chairman Of The Board) $0 $0
Michael Wu (Secretary) $0 $0
Mick Swartz (Director) $0 $0
Rachel Roth (Director) $0 $0
Robin Fink (Director) $0 $0
Ryan Rosen (Director) $0 $0
Sasha Burstein (Director) $0 $0

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Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$167,499
Expenses
$140,235
Net Income
$27,264
Net Assets
$81,051
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $29,672
17.7%
Investment Income $2
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $87,276
Total Liabilities $6,225
Net Assets $81,051
Compensation
Key Employees and Officers Compensation Other
Dana Light (President) $0 $0
David Burnett (Director) $0 $0
Jason Gerlach (Director) $0 $0
Keith Miller (Treasurer) $0 $0
Kerry Wong (Director) $0 $0
Marc Wolf (Chairman Of The Board) $0 $0
Michael Wu (Secretary) $0 $0
Mick Swartz (Director) $0 $0
Rachel Roth (Director) $0 $0
Robin Fink (Director) $0 $0
Ryan Rosen (Director) $0 $0
Sasha Burstein (Director) $0 $0

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Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$172,249
Expenses
$176,053
Net Income
-$3,804
Net Assets
$53,787
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $26,691
15.5%
Investment Income $8
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $53,787
Total Liabilities $0
Net Assets $53,787
Compensation
Key Employees and Officers Compensation Other
Adam Wagner (Director) $0 $0
Jason Gerlach (President) $0 $0
Chris Ainsworth (Chairman Of The Board) $0 $0
Rachel Roth (Director) $0 $0
Vince Calcagno (1 St Vice President) $0 $0
Mick Swartz (Director) $0 $0
Art Zwickel (Treasurer) $0 $0
Lauri Martin Haas (2 Nd Vice President) $0 $0
Robin Fink (Director) $0 $0
Michael Wu (Secretary) $0 $0
Keith Miller (Director) $0 $0
Kerry Wong (Director) $0 $0

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Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$172,331
Expenses
$168,872
Net Income
$3,459
Net Assets
$57,591
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $68,371
39.7%
Investment Income $10
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $57,591
Total Liabilities $0
Net Assets $57,591
Compensation
Key Employees and Officers Compensation Other
Anne Gaelle (Director) $0 $0
Adam Wagner (Director) $0 $0
Jason Gerlach (President) $0 $0
Chris Ainsworth (Chairman Of The Board) $0 $0
Rachel Roth (Director) $0 $0
Vince Calcagno (1 St Vice President) $0 $0
Mick Swartz (Director) $0 $0
Kathlyne Kiaie (Treasurer) $0 $0
Lauri Haas (2 Nd Vice President) $0 $0
Robin Fink (Director) $0 $0
Michael Wu (Secretary) $0 $0

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Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$163,116
Expenses
$163,397
Net Income
-$281
Net Assets
$54,132
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $34,288
21.0%
Investment Income $3
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $61,151
Total Liabilities $7,019
Net Assets $54,132

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Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$145,128
Expenses
$141,738
Net Income
$3,390
Net Assets
$54,413
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $45,125
31.1%
Investment Income $3
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $54,662
Total Liabilities $249
Net Assets $54,413
Compensation
Key Employees and Officers Compensation Other
Jason Gerlach (President) $0 $0
Jim Lopiccolo (1 St Vice President) $0 $0
Kathlyne Kiaie (2 Nd Vice President) $0 $0
Art Zwickel (Treasurer) $0 $0
Jay Gould (Secretary) $0 $0
Robin Fink (Director) $0 $0
Vincent Calcagno (Director) $0 $0
Rachel Roth (Director) $0 $0
Anne Gaelle Pouille (Director) $0 $0
Lee Michael Swartz (Director) $0 $0
Christopher Ainsworth (Chairman Of The Board) $0 $0
Adam Wagner (Director) $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$169,562
Expenses
$162,600
Net Income
$6,962
Net Assets
$51,023
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $32,562
19.2%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $51,023
Total Liabilities $0
Net Assets $51,023
Compensation
Key Employees and Officers Compensation Other
Jason Gerlach (President) $0 $0
Jim Lopiccolo (1 St Vice President) $0 $0
Kathlyne Kiaie (2 Nd Vice President) $0 $0
Art Zwickel (Treasurer) $0 $0
Jay Gould (Secretary) $0 $0
Bob Robinson (Director) $0 $0
Robin Fink (Director) $0 $0
Vincent Calcagno (Director) $0 $0
Rachel Roth (Director) $0 $0
Anne Gaelle Pouille (Director) $0 $0
Lee Michael Swartz (Director) $0 $0
Christopher Ainsworth (Chairman Of The Board) $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$133,912
Expenses
$120,820
Net Income
$13,092
Net Assets
$34,060
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $19,662
14.7%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $51,730
Total Liabilities $17,670
Net Assets $34,060
Compensation
Key Employees and Officers Compensation Other
Jason Gerlach (President) $0 $0
Bob Robinson (1 St Vice President) $0 $0
Marc Wolf (2 Nd Vice President) $0 $0
Art Zwickel (Treasurer) $0 $0
Jay Gould (Secretary) $0 $0
Nour Daoud (Director) $0 $0
Robin Fink (Director) $0 $0
Scott Keys (Director) $0 $0
Kathlyne Kiaie (Director) $0 $0
Jim Lopiccolo (Director) $0 $0
Lee Michael Swartz (Director) $0 $0
Christopher Ainsworth (Chairman Of The Board) $0 $0

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Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$127,438
Expenses
$120,231
Net Income
$7,207
Net Assets
$20,968
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,855
8.5%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $25,284
Total Liabilities $4,316
Net Assets $20,968

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Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$133,230
Expenses
$113,245
Net Income
$19,985
Net Assets
$13,761
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,749
7.3%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $28,277
Total Liabilities $14,516
Net Assets $13,761

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Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$102,600
Expenses
$108,824
Net Income
-$6,224
Net Assets
-$6,224
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,224
1.2%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $10,526
Total Liabilities $16,750
Net Assets -$6,224

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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