ASSOCIATION OF SO CALIF DEFENSE COUNSEL (EIN 956097014) - 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

1964

Legal Domicile

Principal Officer

TERESA EXCINIA

Phone

9162394082

Tax Period

2024-01-01 to 2024-12-31

ASSOCIATION OF SO CALIF DEFENSE COUNSEL, founded in 1964, is a small nonprofit that reported $987K in total revenue in fiscal year 2024. The organization ran a surplus of $152K, a strong 15% operating margin.

Mission

TO PROVIDE ON-GOING EDUCATION SEMINARS AND MEETINGS TO MEMBERS

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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 $0

Program Service Revenue $300,385

Investment Income $3,076

Other Revenue $683,341

TOTAL REVENUE $986,802

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $835,169

TOTAL EXPENSES $835,169

Year-over-Year Comparison

	2024	2023	Change
Revenue	$986,802	$947,890	+0.0%
Expenses	$835,169	$947,608	-0.1%
Net Income	$151,633	$282	+536.7%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIC SCHWETTMANN	President	2.00	Director	$0	$0	$0
LISA COLLINSON	PRESIDENT ELECT	1.00	Director	$0	$0	$0
ALICE SMITH	Vice President	1.00	Director	$0	$0	$0
BEN HOWARD	Treasurer	1.00	Director	$0	$0	$0
JENNIFER BLEVINS	Executive Dir.	10.00	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	$986,802	$835,169	$700,749	$151,633
2023	$947,890	$947,608	$486,993	$282
2022	$924,607	$861,178	$375,919	$63,429
2021	$335,460	$347,989	$279,620	$-12,529
2020	$737,622	$677,413	$185,719	$60,209
2019	$862,022	$845,780	$348,321	$16,242
2018	$838,234	$796,925	$291,220	$41,309

ASSOCIATION OF SO CALIF DEFENSE COUNSEL