California IT in Education

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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

1960

Legal Domicile

Principal Officer

Andrea Bennett

Phone

9168694428

Tax Period

2023-07-01 to 2024-06-30

California IT in Education, founded in 1960, is a community nonprofit that reported $4.8M in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $4.4M left a modest 8% surplus.

Mission

Professional development for public education technologies.

Program Service Accomplishments

Program 1

Expenses: $1,907,746 Revenue: $2,359,321

Annual conference provides information to educational community regarding technology and its application. Open to all public and private schools, districts and county offices of education. Includes...

Program 2

Expenses: $138,709 Revenue: $2,194,911

Provide information through periodicals, the Internet and special groups. Includes all support expenses.

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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 $73,350

Program Service Revenue $4,554,232

Investment Income $129,654

Other Revenue $11,069

TOTAL REVENUE $4,768,305

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,666,541

Fundraising Expenses $0

Program Expenses $2,046,455

Other Expenses $2,697,830

TOTAL EXPENSES $4,364,371

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,768,305	$4,016,419	+0.2%
Expenses	$4,364,371	$3,858,704	+0.1%
Net Income	$403,934	$157,715	+1.6%

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

N/A

Employees

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

$581,661

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Andrea Bennett	Executive Dir.	40.00	Director	$195,084	$0	$195,084
Laurel Nava	Deputy Exec Dir	40.00	Director	$136,409	$0	$136,409
Touda Bentatou	Former Director	0.00	Director	$125,084	$0	$125,084
Elizabeth Nelson	Director	40.00	Director	$125,084	$0	$125,084
Jerry Jones	Dir At Large	3.00	Director	$0	$0	$0
David Thurston	President	3.00	Officer Director	$0	$0	$0
Maggie Bunten	Secretary	3.00	Officer Director	$0	$0	$0
Chris Clark	Dir. At Large	3.00	Director	$0	$0	$0
Vincent Butler	Dir At Large	3.00	Director	$0	$0	$0
Matthew Penner	Dir At Large	3.00	Director	$0	$0	$0
Erick Steelman	Treasurer	3.00	Officer Director	$0	$0	$0
Jon Carrino	Dir At Large	3.00	Officer Director	$0	$0	$0
Antonio Romayor	President-elect	3.00	Officer Director	$0	$0	$0
Ben Markley	Dir At Large	40.00	Director	$0	$0	$0
Jamie Lewsadder	Dir. At Large	3.00	Director	$0	$0	$0
Jeremy Nishihara	Dir. At Large	3.00	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
2025	No data	No data	No data	No data
2024	$4,768,305	$4,364,371	$4,668,087	$403,934
2023	$4,016,419	$3,858,704	$3,695,063	$157,715
2022	$2,394,529	$2,317,678	$3,127,565	$76,851
2021	$1,630,663	$1,462,513	$3,965,248	$168,150
2020	$2,707,740	$2,468,468	$2,831,192	$239,272
2018	$2,371,000	$2,118,958	$3,594,846	$252,042