CALIFORNIA CERTIFIED PUBLIC ACCOUNTANTS EDU FDN (EIN 946130841) - 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

1966

Legal Domicile

Principal Officer

Natalie Quan

Phone

6505223021

Tax Period

2024-05-01 to 2025-04-30

CALIFORNIA CERTIFIED PUBLIC ACCOUNTANTS EDU FDN, founded in 1966, is a community nonprofit in the Community Improvement sector that reported $7.4M in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Expenses of $9.1M exceeded revenue, resulting in a 23% operating deficit.

Mission

DELIVER QUALITY EDUCATION AND ADVANCE THE ACCOUNTING 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 (2024)

Revenue Breakdown

Contributions & Grants $281,713

Program Service Revenue $6,866,952

Investment Income $253,402

Other Revenue $1,710

TOTAL REVENUE $7,403,777

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,520,729

Fundraising Expenses $0

Program Expenses $8,158,699

Other Expenses $4,595,595

TOTAL EXPENSES $9,116,324

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,403,777	$8,452,694	-0.1%
Expenses	$9,116,324	$9,264,380	0.0%
Net Income	$-1,712,547	$-811,686	+1.1%

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

Volunteers

215

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

$871,662

Total Directors

Key Employees

$564,980

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Denise Froemming	President & Chief Executive Officer	20	Officer	$280,593	$15,102	$576,288
Natalie Quan	Vice President & Chief Financial Officer	20	Officer	$139,856	$15,662	$295,374
Jennifer Weed	Vice President Learning, Competency and Knowledge Products	28	Key Emp	$192,571	$15,723	$290,825
Emil Redzic	Vice President of Information Technology	20	Key Emp	$125,464	$23,227	$274,155
Jill Pitchenik	Vice President, Strategic Business Operations and DE&I	14	Highest	$84,364	$13,437	$254,477
Todd Boyd	Senior Salesforce Developer	20	Highest	$103,012	$10,419	$216,443
Heather Collins	Senior Director, Partnerships	40	Highest	$188,943	$14,069	$203,012
Cheryl Callahan	Senior Director, Marketing and Communications	20	Highest	$93,511	$13,879	$200,901
Sarah Hogan	Senior Director, Learning Products	40	Highest	$187,578	$10,409	$197,987
Ruben A Davila	Chair	1	Officer Director	$0	$0	$0
Scott Donnelly	First Vice Chair	1	Officer Director	$0	$0	$0
Taryn Hoffman-Torres	Treasurer	1	Officer Director	$0	$0	$0
Charlotte Wall	Vice Chair	1	Officer Director	$0	$0	$0
Andrea Cope	Immediate Past Chair	1	Director	$0	$0	$0
Matthew Martin	CalCPA Chair	1	Officer Director	$0	$0	$0
Heather Esposito	Trustee	1	Director	$0	$0	$0
John Ryan	Trustee	1	Director	$0	$0	$0
Kathy Johnson	Trustee	1	Director	$0	$0	$0
Carisa Wisniewski	Trustee	1	Director	$0	$0	$0
Alexander Barillas	Trustee	1	Director	$0	$0	$0
Jannies Burlingame	Trustee	1	Director	$0	$0	$0
Erin Daiber	Trustee	1	Director	$0	$0	$0
Megan Thompson	Trustee	1	Director	$0	$0	$0
Jennifer Benjamin - through 7-2024	Trustee	1	Director	$0	$0	$0
Jason Shreve - through 7-2024	Trustee	1	Director	$0	$0	$0
Adam Blitz - through 07-2024	Immediate Past Chair	1	Director	$0	$0	$0
Keith Hamasaki - through 7-2024	Trustee	1	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	$7,403,777	$9,116,324	$6,904,606	$-1,712,547
2024	$8,452,694	$9,264,380	$7,485,060	$-811,686
2023	$8,245,214	$10,189,891	$10,863,258	$-1,944,677
2022	$8,410,053	$9,657,113	$11,005,133	$-1,247,060
2021	$9,436,468	$8,442,148	$12,236,942	$994,320
2020	$10,171,349	$10,637,221	$10,297,973	$-465,872
2019	$9,329,558	$10,490,050	$12,572,124	$-1,160,492
2018	$10,560,666	$10,580,342	$11,816,091	$-19,676

CALIFORNIA CERTIFIED PUBLIC ACCOUNTANTS EDU FDN