Nonprofit · EIN 27-3063903
CALIFORNIA ALTERNATIVE INVESTMENTS ASSOCIATION
Tax-exempt · BEVERLY HILLS, CA 90210
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $279,631 | $220,859 | $58,772 | $294,580 | $0 | $294,580 |
| June 30, 2024 | 990 | $282,616 | $235,035 | $47,581 | $235,808 | $0 | $235,808 |
| June 30, 2023 | 990 | $243,726 | $167,918 | $75,808 | $188,227 | $0 | $188,227 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $106,676
- Membership dues
- $106,676
- Program service revenue
- $172,955
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Travel
- $1,678
- Program services (functional)
- $100,472
- Management and general (functional)
- $120,387
Balance sheet and other
- Total assets, start of year
- $235,808
- Total assets, end of year
- $294,580
- Total liabilities, end of year
- $0
- Net assets, end of year
- $294,580
- Gross receipts
- $279,631
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2010
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RYAN ROSEN | DIRECTOR Trustee or director | 1 | $0 |
| MICHELLE BERGREN | TREASURER Trustee or director | 1 | $0 |
| RACHEL BREWSTER | DIRECTOR Trustee or director | 2 | $0 |
| HOWARD NURTHMAN | DIRECTOR Trustee or director | 1 | $0 |
| DAVID BRADLEY | DIRECTOR Trustee or director | 1 | $0 |
| LILLY PALMER | DIRECTOR Trustee or director | 1 | $0 |
| ROBERT KLEIN | DIRECTOR Trustee or director | 1 | $0 |
| ART ZWICKEL | DIRECTOR Trustee or director | 1 | $0 |
| JIM BOSWELL | DIRECTOR Trustee or director | 1 | $0 |
| ROBIN FINK | DIRECTOR Trustee or director | 2 | $0 |
| MARC WOLF | CHAIRMAN OF THE BOARD Officer | 1 | $0 |
| SASHA BURSTEIN | SECRETARY Officer | 1 | $0 |
| ANGELA TY | 1ST VICE PRESIDENT Officer | 2 | $0 |
| GHUFRAN RIZVI | PRESIDENT Officer | 2 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RYAN ROSEN | DIRECTOR Trustee or director | 2 | $0 |
| MICHELLE BERGREN | TREASURER Trustee or director | 2 | $0 |
| RACHEL BREWSTER | DIRECTOR Trustee or director | 2 | $0 |
| HOWARD NURTHMAN | DIRECTOR Trustee or director | 2 | $0 |
| DAVID BRADLEY | DIRECTOR Trustee or director | 2 | $0 |
| LILLY PALMER | DIRECTOR Trustee or director | 2 | $0 |
| ROBERT KLEIN | DIRECTOR Trustee or director | 2 | $0 |
| ART ZWICKEL | DIRECTOR Trustee or director | 2 | $0 |
| JIM BOSWELL | DIRECTOR Trustee or director | 2 | $0 |
| MARC WOLF | CHAIRMAN OF THE BOARD Officer | 2 | $0 |
| SASHA BURSTEIN | SECRETARY Officer | 2 | $0 |
| ANGELA TY | 1ST VICE PRESIDENT Officer | 2 | $0 |
| GHUFRAN RIZVI | PRESIDENT Officer | 2 | $0 |
990 for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBIN FINK | DIRECTOR Trustee or director | 2 | $0 |
| RYAN ROSEN | DIRECTOR Trustee or director | 2 | $0 |
| MICHELLE BERGREN | TREASURER Trustee or director | 2 | $0 |
| RACHEL BREWSTER | DIRECTOR Trustee or director | 2 | $0 |
| MARC WOLF | CHAIRMAN OF THE BOARD Officer | 2 | $0 |
| SASHA BURSTEIN | SECRETARY Officer | 2 | $0 |
| VINCE CALCAGNO | 1ST VICE PRESIDENT Officer | 2 | $0 |
| GJUFRAN RIZVI | PRESIDENT Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 9301 WILSHIRE BLVD STE 611, BEVERLY HILLS, CA 90210-6167
- In care of
- % CHRISTOPHER AINSWORTH
- Principal officer (990 for 2024)
- GHUFRAN RIZVI, 9301 WILSHIRE BLVD 611, BEVERLY HILLS, CA 90210
- Signed the 990
- GHUFRAN RIZVI, PRESIDENT
- Phone
- (415) 369-9646
- Website
- WWW.CALALTS.ORG
- Return prepared by
- COHEN & CO ADVISORY LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 27-3063903 or by the name CALIFORNIA ALTERNATIVE INVESTMENTS ASSOCIATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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.
Program accomplishments
- CALALTS HAS BEEN OFFERING INDUSTRY EDUCATIONAL AND NETWORKING EVENTS FEATURING TOPICAL DISCUSSION OF MATTERS INCLUDING REGULATION, BEST PRACTICES, ECONOMIC OUTLOOK, PORTFOLIO CONSTRUCTION, AND RISK MANAGEMENT. DURING THE YEAR CALALTS HOSTED VARIOUS IN PERSON EDUCATIONAL AND NETWORKING EVENTS AND OVER 25 VIRTUAL EVENTS/MEETINGS THAT SUPPORTED MORE THAN 1000 ATTENDEES.Expenses $67,555 · revenue $88,300
- CALALTS CONTINUES TO INVEST IN WEBSITE AND COMMUNICATION ENHANCEMENTS DESIGNED TO SERVE OVER 4,500 INDIVIDUALS INCLUDING ITS MEMBERSHIP AND NON-MEMBERS WITHIN THE ALTERNATIVE INVESTMENTS INDUSTRY AT LARGE. COMMUNICATION EFFORTS IN THE FORM OF OUR WEBSITE, EMAILS, VIRTUAL NEWSLETTERS, SOCIAL MEDIA POSTS FOCUS ON PROMOTING THE MISSION OF THE ORGANIZATION THROUGHOUT THE PUBLIC. CALALTS OFFERS EVENTS FOR BOTH MEMBERS AND INTERESTED NONMEMBERS AND CALALTS SUPPORTS INDUSTRY RELATED EVENT ANNOUNCEMENTS AND EVENTS.IN AN EFFORT TO GENERATE ADDITIONAL EDUCATIONAL AND NETWORKING OPPORTUNITIES FOR OUR MEMBERS WE ALSO FORM RELATIONSHIPS WITH OTHER RELATED PROFESSIONAL ASSOCIATIONS. FINALLY, CALALTS HAS VIRTUAL GROUPS THAT SUPPORT THOUGHT LEADERSHIP THROUGHOUT THE INDUSTRY WITH A SPECIFIC EMPHASIS ON KEY AREAS LIKE VC/PE, REAL ESTATE, NEXT GENERATION LEADERS, AND PHILANTHROPY.Expenses $3,900 · revenue $4,500
- CALALTS CONTINUES TO OFFER FREE MONTHLY EDUCATIONAL WEBINARS AS WELL AS AT LEAST QUARTERLY IN PERSON EVENTS.Expenses $29,017 · revenue $32,000
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 27-3063903
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2010
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S41)
- Assets (IRS master file)
- $294,580
- Income (IRS master file)
- $279,631
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $279,631 | $220,859 | $294,580 | XML |
| 990 | June 2024 | $282,616 | $235,035 | $235,808 | XML |
| 990 | June 2023 | $243,726 | $167,918 | $188,227 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | 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 27-3063903).
Questions about CALIFORNIA ALTERNATIVE INVESTMENTS ASSOCIATION
- What is the EIN of CALIFORNIA ALTERNATIVE INVESTMENTS ASSOCIATION?
- The employer identification number (EIN) of CALIFORNIA ALTERNATIVE INVESTMENTS ASSOCIATION is 27-3063903.
- Is CALIFORNIA ALTERNATIVE INVESTMENTS ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2010.
- Are donations to CALIFORNIA ALTERNATIVE INVESTMENTS ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CALIFORNIA ALTERNATIVE INVESTMENTS 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 ALTERNATIVE INVESTMENTS ASSOCIATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CALIFORNIA ALTERNATIVE INVESTMENTS ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CALIFORNIA ALTERNATIVE INVESTMENTS ASSOCIATION?
- The 990 for the year ended June 30, 2025 names GHUFRAN RIZVI.
- Who are the officers and directors of CALIFORNIA ALTERNATIVE INVESTMENTS ASSOCIATION?
- The 990 for the year ended June 30, 2025 lists 14 people; 0 received compensation from the organization.
- How much revenue does CALIFORNIA ALTERNATIVE INVESTMENTS ASSOCIATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $279,631, expenses of $220,859 and total assets of $294,580 at year end.
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All nonprofits in BEVERLY HILLS · California · Community improvement and capacity building