CALIFORNIA COUNCIL FOR EXCELLENCE (EIN 330542335) - 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

1994

Legal Domicile

Tax Period

2020-01-01 to 2020-12-31

CALIFORNIA COUNCIL FOR EXCELLENCE, founded in 1994, is a small nonprofit that reported $129K in total revenue in fiscal year 2020. Revenue fell 43% from the prior year — a significant decline worth monitoring. Expenses of $146K exceeded revenue, resulting in a 13% operating deficit.

Mission

To help California's private and public sector organizations achieve World Class results through the principles and criteria of the Malcolm Baldrige Award for Performance Excellence.

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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 (2020)

Revenue Breakdown

Contributions & Grants $65,439

Program Service Revenue $64,053

Investment Income $0

Other Revenue $0

TOTAL REVENUE $129,492

Expense Breakdown

Grants Paid $0

Salaries & Benefits $87,483

Fundraising Expenses $0

Program Expenses $145,909

Other Expenses $58,428

TOTAL EXPENSES $145,911

Year-over-Year Comparison

	2020	2019	Change
Revenue	$129,492	$227,558	-0.4%
Expenses	$145,911	$224,257	-0.3%
Net Income	$-16,419	$3,301	-6.0%

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

100

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

Total Directors

Key Employees

$58,036

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Denise Shields	Chair	2.00	Officer	$0	$0	$0
E David Spong	Vice-Chair	2.00	Officer	$0	$0	$0
Brent Duggleby	Treasurer	2.00	Officer	$0	$0	$0
Amy Kosifas	Secretary	2.00	Officer	$0	$0	$0
Lisa Kreber	CAPE Chair	2.00	Officer	$0	$0	$0
Patsy Ziegler	Strategic Planning Chair	2.00	Officer	$0	$0	$0
Wayne Ferch	Co-Chair Council of Trustees	0.00	Officer	$0	$0	$0
Janet Wagner	Co-Chair Council of Trustees	0.00	Officer	$0	$0	$0
Tracy Baron	Membership Chair	2.00	Officer	$0	$0	$0
Roger Triplett	Member at Large	2.00	Officer	$0	$0	$0
Beth Rowett	Member at Large	2.00	Officer	$0	$0	$0
Linsey Cunningham	Director of operations	40.00	Key Emp	$58,036	$0	$58,036

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
2020	$129,492	$145,911	$50,733	$-16,419

CALIFORNIA COUNCIL FOR EXCELLENCE