Calif Assoc of Legal Document Assistants (EIN 943117301) - 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

1988

Legal Domicile

Principal Officer

Robert Van Steen

Tax Period

2023-01-01 to 2023-12-31

Calif Assoc of Legal Document Assistants, founded in 1988, is a small nonprofit that reported $223K in total revenue in fiscal year 2023. The organization ran a surplus of $36K, a strong 16% operating margin.

Mission

CALDA is focused on helping the public become aware of the Legal Document Assistant profession as distinct from the Paralegal profession. CALDA is committed to the continuing legal education of its members and to elevating the ethical standards of the LDA profession.

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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 (2023)

Revenue Breakdown

Contributions & Grants $146,730

Program Service Revenue $74,785

Investment Income $740

Other Revenue $381

TOTAL REVENUE $222,636

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $186,658

TOTAL EXPENSES $186,658

Year-over-Year Comparison

	2023	2022	Change
Revenue	$222,636	$206,969	+0.1%
Expenses	$186,658	$163,183	+0.1%
Net Income	$35,978	$43,786	-0.2%

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
Jeannie Bruins	Director	1.00	Director	$0	$0	$0
Rhonda Harrigan	Director	1.00	Director	$0	$0	$0
Kymberly Lewis	Director	1.00	Director	$0	$0	$0
Otis Gladney	Director	1.00	Director	$0	$0	$0
Chester A Ruiz	Director	1.00	Director	$0	$0	$0
Colleen Marie	Director	1.00	Director	$0	$0	$0
Helen Bellamy	Director	1.00	Director	$0	$0	$0
Loretta Szudy	Director	1.00	Director	$0	$0	$0
Bronwyn Galloway	Director	1.00	Director	$0	$0	$0
Nancy Newlin	Director & Past President	1.00	Officer Director	$0	$0	$0
Catherine M Herzog	Director & Treasurer	1.00	Officer Director	$0	$0	$0
Jenny Barei	Director & Secretary	1.00	Officer Director	$0	$0	$0
Elizabeth Olivera	Director & Vice President	1.00	Officer Director	$0	$0	$0
Robert Van Steen	Director & President	1.00	Officer 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
2024	No data	No data	No data	No data
2023	$222,636	$186,658	$234,506	$35,978
2022	$206,969	$163,183	$198,528	$43,786

Calif Assoc of Legal Document Assistants