CALIFORNIA COURT REPORTERS ASSOCIATION

EIN: 952666052 Mutual Benefit

SACRAMENTO, CA

Total Revenue
$489,531
Total Expenses
$436,644
Total Assets
$397,548
Net Assets
$343,124
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1965
Legal Domicile
CA
Phone
9164443568
Tax Period
2024-11-01 to 2025-10-31

CALIFORNIA COURT REPORTERS ASSOCIATION, founded in 1965, is a small nonprofit in the Mutual Benefit sector that reported $490K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $437K left a modest 11% surplus.

Mission

THE MISSION OF THE CALIFORNIA COURT REPORTERS ASSOCIATION IS TO ADVANCE THE PROFESSION OF VERBATIM SHORTHAND REPORTING BY PROMOTING PROFESSIONAL REPORTING EXCELLENCE THROUGH EDUCATION, RESEARCH, AND THE USE OF STATE-OF-THE-ART TECHNOLOGY; ESTABLISHING AND MAINTAINING PROFESSIONAL STANDARDS OF PRACTICE; AND ADVOCATING BEFORE LEGISLATIVE AND REGULATORY BODIES ON ISSUES WHICH IMPACT THE JUDICIAL SYSTEM AND OTHERS SERVED BY THE COURT REPORTING PROFESSION OF CALIFORNIA.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,001
Program Service Revenue $487,500
Investment Income $30
Other Revenue $0
TOTAL REVENUE $489,531

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $436,644
TOTAL EXPENSES $436,644

Year-over-Year Comparison

2024 2023 Change
Revenue $489,531 $427,097 +0.1%
Expenses $436,644 $355,993 +0.2%
Net Income $52,887 $71,104 -0.3%
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

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
12
Independent Members
12
Employees
N/A
Volunteers
35

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
6
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MICHELLE CALDWELL President 25.00
Officer
$0 $0 $0
BROOKE RYAN PAST PRESIDENT 20.00
Officer
$0 $0 $0
CINDY TACHELL DISTRICT G 10.00
$0 $0 $0
CRISTINE GERONGCO DISTRICT F 10.00
$0 $0 $0
ELENA MURPHY DISTRICT E 10.00
$0 $0 $0
LUCY GONZALES DISTRICT B 10.00
$0 $0 $0
PRISCILLA GWALTNEY DISTRICT A 10.00
$0 $0 $0
RUSSELL WALKER Vice President 20.00
Officer
$0 $0 $0
STACY GASKILL Secretary/Treas 20.00
Officer
$0 $0 $0
TAMARA HOUSTON President-Elect 20.00
Officer
$0 $0 $0
LAUREN TILBURY DISTRICT D 10.00
$0 $0 $0
VERONICA BERTOLUCCI DISTRICT C 10.00
$0 $0 $0
GLORIA PETERSON Executive Dir. 25.00
Officer
$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 $489,531 $436,644 $397,548 $52,887
2024 $427,097 $355,993 $323,938 $71,104
2023 $338,693 $284,842 $243,480 $53,851
2021 $157,884 $163,554 $151,705 $-5,670
2020 $185,661 $164,630 $140,126 $21,031
2019 $246,929 $268,175 $163,480 $-21,246
2018 $296,807 $272,508 $212,837 $24,299
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