California Society of Tax Consultants (EIN 952427994) - 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

Peter Cullen

Phone

5594390197

Tax Period

2023-07-01 to 2024-06-30

California Society of Tax Consultants, founded in 1966, is a small nonprofit that reported $459K in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year. Expenses of $433K left a modest 6% surplus.

Mission

Education of income tax preparers. This is an industry trade group.

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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 $145,468

Program Service Revenue $313,784

Investment Income $176

Other Revenue $0

TOTAL REVENUE $459,428

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $209,140

Other Expenses $428,498

TOTAL EXPENSES $432,514

Year-over-Year Comparison

	2023	2022	Change
Revenue	$459,428	$515,426	-0.1%
Expenses	$432,514	$632,395	-0.3%
Net Income	$26,914	$-116,969	-1.2%

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

100

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
Linda Dong	President	5.00	Officer	$0	$0	$0
Shannon Hall	1st Vice President	5.00	Officer	$0	$0	$0
Michael Darany	2nd Vice President	5.00	Officer	$0	$0	$0
Paula Broderick	Secretary	1.00	Officer	$0	$0	$0
Claudia Stanley	Treasurer	5.00	Officer	$0	$0	$0
Karen DeVaney	Director Region 1	1.00	Director	$0	$0	$0
David Knutson	Director Region 2	1.00	Director	$0	$0	$0
Tamaki Okamoto	Director Region 2	1.00	Director	$0	$0	$0
Lisa Cruz	Director Region 3	1.00	Director	$0	$0	$0
Cherie Jones	Director Region 3	1.00	Director	$0	$0	$0
Hasani James	Director Region 4	1.00	Director	$0	$0	$0
Heather Santineau	Director Region 4	1.00	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	$459,428	$432,514	$586,851	$26,914
2023	$515,426	$632,395	$579,990	$-116,969
2022	$528,197	$417,107	$687,737	$111,090
2021	$428,616	$280,123	$552,368	$148,493
2019	$631,360	$635,288	$379,329	$-3,928
2018	$611,638	$560,309	$383,257	$51,329
2017	$601,974	$635,347	$335,699	$-33,373

California Society of Tax Consultants