California Alliance of Taxpayer Advocates (EIN 352412364) - 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

2011

Legal Domicile

Principal Officer

James DePasquale

Phone

9164427757

Tax Period

2024-01-01 to 2024-12-31

California Alliance of Taxpayer Advocates, founded in 2011, is a small nonprofit in the Community Improvement sector that reported $265K in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. Expenses of $294K exceeded revenue, resulting in a 11% operating deficit.

Mission

To protect the rights of state and local taxpayers by advancing the professional practice of state and local tax consulting through education, advocacy and high ethical standards.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $264,535

Investment Income $0

Other Revenue $0

TOTAL REVENUE $264,535

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $293,685

TOTAL EXPENSES $293,685

Year-over-Year Comparison

	2024	2023	Change
Revenue	$264,535	$208,746	+0.3%
Expenses	$293,685	$185,099	+0.6%
Net Income	$-29,150	$23,647	-2.2%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Keith Jameson	Director	1.00	Director	$0	$0	$0
James DePasquale	Bd Chr and Pres	1.00	Officer Director	$0	$0	$0
John Boyle	Director	1.00	Director	$0	$0	$0
Brad Marsh	Director	1.00	Director	$0	$0	$0
Kris Chacko	Director	1.00	Director	$0	$0	$0
Craig Becker	Vice President	1.00	Officer	$0	$0	$0
Travis Carlson	Secretary	1.00	Officer	$0	$0	$0
Dylan Hoyes	Treasurer	1.00	Officer	$0	$0	$0

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	$264,535	$293,685	$40,898	$-29,150
2023	$208,746	$185,099	$70,048	$23,647
2022	$238,075	$224,896	$46,401	$13,179

California Alliance of Taxpayer Advocates