California Society of Accounting & Tax Professionals
Nonprofit profile at a glance
- EIN
- 680080691
- IRS 990-EZ coverage
- 2011–2013
- Forms available
- Form 990-EZ 2013
- Location
- Monterey Park, CA, USA
- Phone
- 6262888558
- Rating confidence
- Limited
- Sector
- Professional Societies, Associations
Reported finances
- Revenue
- $11,731
- Expenses
- $8,109
- Assets
- $10,403
Source: IRS Form 990-EZ. Selected filing: tax year 2013. Amounts in USD.
Leadership & pay
3 people listed
People named in this filing
- JACQUELINE HUNT (PRES)
- DONNA WATSON (VP)
- KAREN KAMIMOTO (SCTY/TREAS)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2013. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
See schedule o
Operating model
- Revenue model
- Earned-program. 94% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 82
- Sustainability: 63
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 30.9%; rating input score 85; 85th percentile among comparable filings
- Total-asset coverage ratio: 1.28; rating input score 55; 55th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 57; 57th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: -41.6% per year; rating input score 0; 11th percentile among comparable filings
- Asset growth: -53.2% per year; rating input score 0; 6th percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: Filed governance answers
- Accomplishments: Filed program service accomplishments
- Leadership: top reported pay $0 · 3 people listed
- Consistency: 5 of 5 current checks pass
- Schedules: 1 filed schedules
- Filing history: 3 filing years from 2011 to 2013
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Growth: Revenue growth scored 0/100.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Total-asset coverage ratio scored 55/100.
- Review — Sustainability: Officer compensation ratio scored 57/100.