Society of California Accountants
Nonprofit profile at a glance
- EIN
- 951625112
- IRS 990-EZ coverage
- 2012–2017
- Forms available
- Form 990-EZ 2017
- Location
- Santa Rosa, CA, USA
- Phone
- 7075782070
- Rating
- 46
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Chambers of Commerce & Business Leagues
Reported finances
- Revenue
- $67,910
- Expenses
- $97,425
- Assets
- $24,225
- Liabilities
- $449
Source: IRS Form 990-EZ. Selected filing: tax year 2017. Amounts in USD.
Leadership & pay
7 people listed
Executive titles in this filing
- Claudia Stanley (President)
People named in this filing
- Michelle Elder (Treasurer)
- Kelly McNeil (Director)
- Claudia Stanley (President)
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 2017. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To Provide Opportunities for and to be respoinsive to the California CA in small to medium sized firms. This is done through a diverse range of services, benefits and programs.
What it reported doing in 2017
Various Chapters put on monthly meetins awhich include continued education for CPAS.
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- Distribution model
- Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.
The verdict
MIXED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 25
- Transparency & Controls: 82
- Sustainability: 22
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 39.7%; rating input score 40
- 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: -43.5%; rating input score 13; 13th percentile among comparable filings
- Total-asset coverage ratio: 0.25; rating input score 18; 18th percentile among comparable filings
- Liabilities to assets ratio: 0.02; rating input score 35; 35th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -3.7% per year; rating input score 0; 40th percentile among comparable filings
- Revenue growth: -14.5% per year; rating input score 0; 21st percentile among comparable filings
- Asset growth: -28.8% per year; rating input score 0; 8th percentile among comparable filings
Details
- Where the money goes: 39.7% of revenue deployed
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 7 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 1 filed schedules
- Filing history: 4 filing years from 2012 to 2017
- 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.
- Moderate — Financial Efficiency: Mission deployment rate scored 40/100.
- High — Sustainability: Operating margin scored 13/100.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Total-asset coverage ratio scored 18/100.
- High — Growth: Asset growth scored 0/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 35/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.