CSHA FOUNDATION

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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

2015

Legal Domicile

Principal Officer

MARC CONNERLY

Phone

9169211568

Tax Period

2021-07-01 to 2022-06-30

CSHA FOUNDATION, founded in 2015, is a small nonprofit in the Education sector that reported $639K in total revenue in fiscal year 2021. Revenue surged 7745% from the prior year, signaling strong growth momentum. Expenses of $544K left a modest 15% surplus.

Mission

TO PROVIDE SCHOLARSHIP FUNDS FOR QUALIFYING CSHA STUDENT MEMBERS WHO ARE PURSUING A GRADUATE DEGREE IN THE FIELDS OF SPEECH-LANGUAGE PATHOLOGY, COMMUNICATION SCIENCES AND DISORDERS, COMMUNICATIVE DISORDERS, AND AUDIOLOGY. AS WELL AS HOSTING THE ANNUAL CONVENTION ALSO KNOWN AS CONVERGENCE WHICH PROVIDES CONTINUING PROFESSIONAL DEVELOPMENT CREDITS FOR SPEECH-LANGUAGE PATHOLOGISTS AND AUDIOLOGISTS AS REQUIRED BY THE CALIFORNIA SPEECH-LANGUAGE PATHOLOGY AND AUDIOLOGY AND HEARING AID DISPENSERS BOARD.

Program Service Accomplishments

Program 1

Expenses: $4,701

PROVIDE SCHOLARSHIP FUNDS FOR QUALIFYING CSHA STUDENT MEMBERS WHO ARE PURSUING A GRADUATE DEGREE IN THE FIELDS OF SPEECH-LANGUAGE PATHOLOGY, COMMUNICATION SCIENCES AND DISORDERS, COMMUNICATIVE...

PROVIDE SCHOLARSHIP FUNDS FOR QUALIFYING CSHA STUDENT MEMBERS WHO ARE PURSUING A GRADUATE DEGREE IN THE FIELDS OF SPEECH-LANGUAGE PATHOLOGY, COMMUNICATION SCIENCES AND DISORDERS, COMMUNICATIVE DISORDERS, AND AUDIOLOGY.

Program 2

Expenses: $509,920 Revenue: $628,231

ANNUAL CONVENTION TO DISSEMINATE CURRENT DEVELOPMENTS IN PROFESSION, ANNUAL MEETING OF MEMBERS, AND CONTINUING EDUCATION PROGRAMS TO MEET CALIFORNIA STATE LICENSING BOARD AND ASHA CERTIFICATE OF...

ANNUAL CONVENTION TO DISSEMINATE CURRENT DEVELOPMENTS IN PROFESSION, ANNUAL MEETING OF MEMBERS, AND CONTINUING EDUCATION PROGRAMS TO MEET CALIFORNIA STATE LICENSING BOARD AND ASHA CERTIFICATE OF CLINICAL COMPETENCE REQUIREMENTS.

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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 (2021)

Revenue Breakdown

Contributions & Grants $11,097

Program Service Revenue $628,231

Investment Income $0

Other Revenue $0

TOTAL REVENUE $639,328

Expense Breakdown

Grants Paid $4,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $514,621

Other Expenses $540,343

TOTAL EXPENSES $544,343

Year-over-Year Comparison

	2021	2020	Change
Revenue	$639,328	$8,150	+77.4%
Expenses	$544,343	$402	+1353.1%
Net Income	$94,985	$7,748	+11.3%

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

$168,574

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELE LINARES	CSHAF CHAIR	1.00	Officer Director	$0	$0	$0
NORMA LOPEZ-RIVERA	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
MEGAN CHAIS	MEMBER	1.00	Director	$0	$0	$0
ANNA GUERRERO	MEMBER	1.00	Director	$0	$0	$0
RAQUEL NARAIN	PAST CHAIR	1.00	Officer Director	$0	$0	$0
BRIAN LEWIS	EXECUTIVE DIRECTOR	1.00	Officer	$0	$0	$168,574

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
2022	$639,328	$544,343	$200,522	$94,985