CREDENTIAL COUNSELORS AND ANALYSTS… - Form 990 Financial Data

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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

2004

Legal Domicile

Principal Officer

CASEY CHOATE

Phone

7073652895

Tax Period

2025-01-01 to 2025-12-31

CREDENTIAL COUNSELORS AND ANALYSTS OF CALIFORNIA CCAC, founded in 2004, is a small nonprofit in the Community Improvement sector that reported $373K in total revenue in fiscal year 2025. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

CONDUCTED WORKSHOPS, CONFERENCES, AND CONVENTIONS TO INFORM AND ASSIST MEMBERS TOWARD THEIR PROFESSIONAL GOALS AND ACHIEVEMENTS.

Program Service Accomplishments

Program 1

Expenses: $367,099

CONDUCTS WORKSHOPS, CONFERENCES, AND CONVENTIONS TO INFORM AND ASSIST MEMBERS TOWARD THEIR PROFESSIONAL GOALS AND ACHIEVEMENTS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $5,400

Program Service Revenue $367,824

Investment Income $124

Other Revenue $0

TOTAL REVENUE $373,348

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $367,099

Other Expenses $396,025

TOTAL EXPENSES $396,025

Year-over-Year Comparison

	2025	2024	Change
Revenue	$373,348	$335,908	+0.1%
Expenses	$396,025	$350,019	+0.1%
Net Income	$-22,677	$-14,111	+0.6%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
DENISE PAYNE	Vice President	Director	$0	$0	$0
KATIE TUCCIARONE	Vice President	Director	$0	$0	$0
CASEY CHOATE	Treasurer	Director	$0	$0	$0
RACHELLE SOUSA	Secretary	Director	$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	$373,348	$396,025	$424,540	$-22,677
2024	No data	No data	No data	No data
2023	$328,019	$375,949	$461,361	$-47,930
2022	$278,875	$252,366	$508,177	$26,509
2019	$324,454	$354,060	$467,491	$-29,606
2018	$322,069	$298,152	$497,097	$23,917

CREDENTIAL COUNSELORS AND ANALYSTS OF CALIFORNIA CCAC