CALIFORNIA STUDY INC (EIN 942860620) - 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

1987

Legal Domicile

Principal Officer

Marilyn Nemzer

Phone

4153083408

Tax Period

2022-06-01 to 2023-05-31

CALIFORNIA STUDY INC, founded in 1987, is a small nonprofit that reported $222K in total revenue in fiscal year 2022. Revenue surged 418% from the prior year, signaling strong growth momentum. The organization ran a surplus of $152K, a strong 68% operating margin.

Mission

Educational projects. Examples: 1 distribution of books to disadvantaged children; 2 production of instructional materials on renewable energy.

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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 $216,442

Program Service Revenue $2,876

Investment Income $2,245

Other Revenue $0

TOTAL REVENUE $221,563

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $69,815

Other Expenses $69,815

TOTAL EXPENSES $69,815

Year-over-Year Comparison

	2022	2021	Change
Revenue	$221,563	$42,760	+4.2%
Expenses	$69,815	$31,561	+1.2%
Net Income	$151,748	$11,199	+12.6%

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

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
Marilyn L Nemzer	President Director	8.00	Officer Director	$0	$0	$0
Kenneth P Nemzer	Secretary Treasurer Director	2.00	Officer Director	$0	$0	$0
Ann Gigounas	Director	0.00	Director	$0	$0	$0
Elaine Bachrach	Director	0.00	Director	$0	$0	$0
Joan Lisetor	Director	0.00	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
2023	$221,563	$69,815	$187,036	$151,748

CALIFORNIA STUDY INC