CALIFORNIA CONSORTIUM FOR INDEPENDENT STUDY (EIN 942918224) - 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

Principal Officer

STEVE CURIEL

Phone

9167826838

Tax Period

2024-07-01 to 2025-06-30

CALIFORNIA CONSORTIUM FOR INDEPENDENT STUDY, founded in 1994, is a small nonprofit in the Education sector that reported $587K in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $523K left a modest 11% surplus.

Mission

TO PROVIDE EDUCATION INFORMATION AND PROFESSIONAL TRAINING TO THE GENERAL PUBLIC, PUBLIC SCHOOL EDUCATORS AND GOVERNMENT AGENCIES ON THE VALUE OF INDEPENDENT STUDY.

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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 $587,124

Investment Income $10

Other Revenue $0

TOTAL REVENUE $587,134

Expense Breakdown

Grants Paid $0

Salaries & Benefits $81,856

Fundraising Expenses $0

Program Expenses $519,076

Other Expenses $440,795

TOTAL EXPENSES $522,651

Year-over-Year Comparison

	2024	2023	Change
Revenue	$587,134	$470,525	+0.2%
Expenses	$522,651	$432,134	+0.2%
Net Income	$64,483	$38,391	+0.7%

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

$14,750

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARAH MCFARLAND	TREASURER	5.00	Officer	$7,250	$0	$7,250
STEVE CURIEL	PRESIDENT	5.00	Officer	$2,500	$0	$2,500
DANIEL OBRIEN	VICE PRESIDENT	5.00	Officer	$2,500	$0	$2,500
KATE PERRY	SECRETARY	5.00	Officer	$2,500	$0	$2,500
CORI COFFEY	EXECUTIVE MEMBER	5.00	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	$587,134	$522,651	$341,823	$64,483
2024	$470,525	$433,134	$277,375	$37,391
2023	$150,922	$144,232	$239,702	$6,690
2022	$140,340	$161,631	$233,012	$-21,291
2021	$158,964	$106,900	$254,303	$52,064
2020	$318,835	$386,951	$202,239	$-68,116
2019	$369,700	$446,979	$270,355	$-77,279

CALIFORNIA CONSORTIUM FOR INDEPENDENT STUDY