CALIFORNIA ASSOCIATION FOR THE GIFTED (EIN 953126314) - 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

PAUL BAILEY

Phone

9515438495

Tax Period

2018-01-01 to 2018-12-31

CALIFORNIA ASSOCIATION FOR THE GIFTED, founded in 1966, is a small nonprofit that reported $529K in total revenue in fiscal year 2018. Expenses of $462K left a modest 13% surplus.

Mission

PROMOTING PROGRAMS TO RELIZE THE FULL POTENTIAL OF GIFTED STUDENTS.

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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 (2018)

Revenue Breakdown

Contributions & Grants $8,700

Program Service Revenue $520,569

Investment Income $31

Other Revenue $0

TOTAL REVENUE $529,300

Expense Breakdown

Grants Paid $0

Salaries & Benefits $68,085

Fundraising Expenses $0

Program Expenses $401,809

Other Expenses $394,210

TOTAL EXPENSES $462,295

Year-over-Year Comparison

	2018	2017	Change
Revenue	$529,300	$509,993	+0.0%
Expenses	$462,295	$598,936	-0.2%
Net Income	$67,005	$-88,943	-1.8%

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

$29,875

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUE ANN BUSSEY	ED. REP. CHAIR	0.00	Officer	$0	$0	$0
JESSICA MANZONE	ED. REP. CHAIR	0.00	Officer	$0	$0	$0
KRISTA LANDGRAF	PRESIDENT ELECT	0.00	Officer	$0	$0	$0
JENNETTE A HARPER	Treasurer	24.00	Officer	$12,500	$0	$12,500
JOAN KERR	PAS. PRESIDENT	0.00	Officer	$0	$0	$0
KRISA MULLER	Secretary	0.00	Officer	$0	$0	$0
JULIE HALL	PAR. REP. CHAIR	0.00	Officer	$0	$0	$0
ANN SMITH	President	0.00	Officer	$0	$0	$0
MARIE THORNSBERRY	COMM DIRECTOR	8.00	Officer	$9,875	$0	$9,875
JULIE NYBERG	Executive Dir.	24.00	Officer	$7,500	$0	$7,500

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
2018	$529,300	$462,295	$281,978	$67,005

CALIFORNIA ASSOCIATION FOR THE GIFTED