CALIFORNIA SCHOLARSHIP FEDERATION INC (EIN 946124075) - 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

1930

Legal Domicile

Principal Officer

RENEE TYLER

Phone

6692573273

Tax Period

2023-07-01 to 2024-06-30

CALIFORNIA SCHOLARSHIP FEDERATION INC, founded in 1930, is a small nonprofit that reported $220K in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. Expenses of $250K exceeded revenue, resulting in a 14% operating deficit.

Mission

EDUCATION AWARDS

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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 $134,094

Program Service Revenue $0

Investment Income $11,516

Other Revenue $73,928

TOTAL REVENUE $219,538

Expense Breakdown

Grants Paid $125,966

Salaries & Benefits $25,233

Fundraising Expenses $0

Program Expenses $204,773

Other Expenses $98,365

TOTAL EXPENSES $249,564

Year-over-Year Comparison

	2023	2022	Change
Revenue	$219,538	$259,891	-0.2%
Expenses	$249,564	$240,809	+0.0%
Net Income	$-30,026	$19,082	-2.6%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAM BODNAR	VICE PRESIDE	4.00	Director	$0	$0	$0
JOSE CAIRE	VICE PRESIDE	4.00	Director	$0	$0	$0
BRIAN DULL	PRESIDENT-EL	4.00	Officer Director	$0	$0	$0
JANIE FALCONE	VICE PRESIDE	4.00	Director	$0	$0	$0
LYNN FILLO	SECRETARY	4.00	Officer Director	$0	$0	$0
KIM HALKET	VICE PRESIDE	4.00	Director	$0	$0	$0
HOLLIE LOHFF	VICE PRESIDE	4.00	Director	$0	$0	$0
TAMMY LUNDBLAD	CSF CO-REGIS	4.00	Director	$0	$0	$0
WENDY MAY	VICE PRESIDE	4.00	Director	$0	$0	$0
STEPHANIE PETERSON	PRESIDENT	4.00	Officer Director	$0	$0	$0
NICOLE PRATT	VICE PRESIDE	4.00	Director	$0	$0	$0
GWEN RASMUSSEN	CSF CO-REGIS	4.00	Director	$0	$0	$0
VERONICA REYNOLDS	VICE PRESIDE	4.00	Director	$0	$0	$0
RICHARD ROE	CHAIRMAN	4.00	Director	$0	$0	$0
RENEE TYLER	TREASURER	4.00	Officer Director	$0	$0	$0
SANDRA VILLASENOR	VICE PRESIDE	4.00	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
2024	$219,538	$249,564	$1,181,429	$-30,026
2023	$259,891	$240,809	$1,137,625	$19,082
2022	$209,186	$201,149	$1,110,633	$8,037
2021	$509,838	$196,033	$1,102,387	$313,805
2020	$184,012	$363,781	$788,582	$-179,769
2019	$252,428	$226,136	$895,370	$26,292

CALIFORNIA SCHOLARSHIP FEDERATION INC