CALIFORNIA ASSOCIATION OF SCHOOL COUNSELORS (EIN 954825722) - 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

2000

Legal Domicile

Phone

9098155222

Tax Period

2022-07-01 to 2023-06-30

CALIFORNIA ASSOCIATION OF SCHOOL COUNSELORS, founded in 2000, is a community nonprofit in the Community Improvement sector that reported $1.1M in total revenue in fiscal year 2022. Revenue surged 86% from the prior year, signaling strong growth momentum. Expenses of $1.0M left a modest 4% surplus.

Mission

MEMBERSHIP SERVICES TO SCHOOL COUNSELORS, COUNSELOR EDUCATORS AND GRADUATE STUDENTS IN CA. ANNUAL PUBLICATIONS TO MEMBERS, ANUAL CONFERENCE, COLLABORATION WITH OTHER ORGANAZATIONS FOR BETTERMENT OF EDUCATION IN 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%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $221,965

Program Service Revenue $835,186

Investment Income $1,249

Other Revenue $1,228

TOTAL REVENUE $1,059,628

Expense Breakdown

Grants Paid $2,000

Salaries & Benefits $325,354

Fundraising Expenses $0

Program Expenses $903,753

Other Expenses $690,437

TOTAL EXPENSES $1,017,791

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,059,628	$570,049	+0.9%
Expenses	$1,017,791	$466,198	+1.2%
Net Income	$41,837	$103,851	-0.6%

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

Volunteers

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

$114,038

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
LORETTA WHITSON	Executive Dir.	Director	$114,038	$0	$114,038
JOSH GODINEZ	Chairman	Director	$0	$0	$0
LEZYA WEGLARZ	Director	Director	$0	$0	$0
ALMA LOPEZ	Director	Director	$0	$0	$0
ANDRES CASTRO	Director	Director	$0	$0	$0
AUBREY URESTI	Director	Director	$0	$0	$0
JORDAN BLEVINS	Director	Director	$0	$0	$0
NICHOLE HARRIS	Director	Director	$0	$0	$0
PATRICIA CALKINS	Director	Director	$0	$0	$0
DIEGO CASTRO	Director	Director	$0	$0	$0
DUSTIN SEEMANN	Director	Director	$0	$0	$0
JOANNA ARAGON	Secretary	Officer	$0	$0	$0
PATTY TAYLOR	Treasurer	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
2023	$1,059,628	$1,017,791	$298,064	$41,837
2022	$570,049	$466,198	$233,904	$103,851
2021	$380,206	$425,362	$205,469	$-45,156

CALIFORNIA ASSOCIATION OF SCHOOL COUNSELORS