CALIFORNIA COUNCIL ON ECONOMIC EDUCATION (EIN 330237320) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1963

Legal Domicile

Principal Officer

DENISE GUTIERREZ

Phone

3103732483

Tax Period

2022-07-01 to 2023-06-30

CALIFORNIA COUNCIL ON ECONOMIC EDUCATION, founded in 1963, is a small nonprofit that reported $549K in total revenue in fiscal year 2022. Revenue decreased 9% compared to the prior year. Expenses of $759K exceeded revenue, resulting in a 38% operating deficit.

Mission

THE MISSION OF THE CALIFORNIA COUNCIL ON ECONOMIC EDUCATION IS TO IMPROVE CALIFORNIA'S ECONOMIC FUTURE BY TEACHING ECONOMICS AND FINANCIAL LITERACY, ESPECIALLY IN UNDER-SERVED COMMUNITIES. CCEE PROVIDES A BROAD RANGE OF RESOURCES AND TRAINING TO K-12 GRADE TEACHERS AND STUDENTS THROUGHOUT CALIFORNIA TO ENHANCE ECONOMIC AND FINANCIAL FLUENCY FOR TEACHERS, STUDENTS AND THEIR FAMILIES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $655,255

Program Service Revenue $0

Investment Income $33,345

Other Revenue $-139,585

TOTAL REVENUE $549,015

Expense Breakdown

Grants Paid $0

Salaries & Benefits $432,801

Fundraising Expenses $147,678

Program Expenses $464,208

Other Expenses $326,524

TOTAL EXPENSES $759,325

Year-over-Year Comparison

	2022	2021	Change
Revenue	$549,015	$602,521	-0.1%
Expenses	$759,325	$708,368	+0.1%
Net Income	$-210,310	$-105,847	+1.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$153,057

Total Directors

$153,057

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DENISE GUTIERREZ	PRESIDENT AND CEO	40.00	Officer Director	$141,875	$11,182	$153,057
STEPHEN SHERLINE	CHAIRPERSON	10.00	Officer Director	$0	$0	$0
JEFFREY M LABAUVE	VICE-CHAIRPERSON	10.00	Officer Director	$0	$0	$0
SHARIE SOHRABKHANI	TREASURER	10.00	Officer Director	$0	$0	$0
KEITH DRAKE	SECRETARY	10.00	Officer Director	$0	$0	$0
KAREN ANDERSON	DIRECTOR	10.00	Director	$0	$0	$0
STEPHEN SMITH	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM F COFFIN	DIRECTOR	1.00	Director	$0	$0	$0
GREG FISHER	DIRECTOR	1.00	Director	$0	$0	$0
ALEXANDER GOLBERG	DIRECTOR	1.00	Director	$0	$0	$0
AL KEAHI	DIRECTOR	1.00	Director	$0	$0	$0
JIM CHARKINS PHD	DIRECTOR / CHIEF ACADEMIC	1.00	Director	$0	$0	$0
ANH NGUYEN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN NICKOLL	DIRECTOR	1.00	Director	$0	$0	$0
JAMES PARK	DIRECTOR	1.00	Director	$0	$0	$0
BARRY PATMORE	DIRECTOR	1.00	Director	$0	$0	$0
ZACK RABADI	DIRECTOR	1.00	Director	$0	$0	$0
KERRY RAPANOT	DIRECTOR	1.00	Director	$0	$0	$0
ALLYSUNN WALKER-WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
LORRAINE THAYER	DIRECTOR	1.00	Director	$0	$0	$0
FRANK WIMER III	DIRECTOR	1.00	Director	$0	$0	$0
DAVE DES ROCHERS	DIRECTOR	1.00	Director	$0	$0	$0
JOAN MARTIN	DIRECTOR	1.00	Director	$0	$0	$0
CANDICE NAKAGAWA	DIRECTOR	1.00	Director	$0	$0	$0
GLORIA ROGERS	DIRECTOR	1.00	Director	$0	$0	$0
JOSHUA G MITTON	CHIEF PROGRAMS OFFICER	40.00	Highest	$104,373	$0	$104,373

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$549,015	$759,325	$1,255,944	$-210,310
2022	$602,521	$708,368	$1,462,732	$-105,847
2021	$522,024	$619,597	$1,530,947	$-97,573
2020	$779,196	$590,516	$1,720,731	$188,680
2019	$1,260,487	$814,547	$1,473,487	$445,940
2018	$684,075	$737,831	$999,043	$-53,756

CALIFORNIA COUNCIL ON ECONOMIC EDUCATION