Southern California Tax Professionals Inc
Nonprofit profile at a glance
- EIN
- 273092916
- IRS 990-EZ coverage
- 2015–2019
- Forms available
- Form 990-EZ 2019
- Location
- La Mesa, CA, USA
- Phone
- 6196980508
- Rating confidence
- Limited
- Sector
- Professional Societies, Associations
Reported finances
- Revenue
- $15,385
- Expenses
- $13,111
- Assets
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2019. Amounts in USD.
Leadership & pay
10 people listed
Executive titles in this filing
- JERRY SANDERS (President)
- KRYSTINA TORRES (Vice President)
People named in this filing
- JOANNE SCHROEDER (Director)
- MARC LORD (Director)
- MARY STEWART (Secretary)
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 2019. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Advancement and improvement of all aspects of the profession of tax return preparation and related professional services, in Southern California, through meetings, seminars, communications, publications and other programs and activities; Articulating and advocating the needs and interests of the profession before legislative, administrative, and judicial branches of local and state governments; Cooperating on behalf of the profession with persons and firms directly and through their associations, societies or organizations in matters involving the business and governmental affairs of the profession; and Promulgating policies and conducting activities for the betterment of all those individuals or firms involved in any aspect of the profession.
What it reported doing in 2019
Providing continuing professional education presented by recognized experts in the field of tax law and tax return preparation.
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
- 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: 39
- Growth: 40
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: 14.8%; rating input score 68; 68th percentile among comparable filings
- Total-asset coverage ratio: 0; rating input score 2; 2nd percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 2.9% per year; rating input score 100; 62nd percentile among comparable filings
- Revenue growth: -21.4% per year; rating input score 0; 14th percentile among comparable filings
- Asset growth: -40.8% per year; rating input score 0; 4th percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 10 people listed
- Consistency: 4 of 4 current checks pass
- Schedules: 3 filed schedules
- Filing history: 5 filing years from 2015 to 2019
- 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.
Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Total-asset coverage ratio scored 2/100.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.
- High — Grant Readiness: California registration: this organization is recorded as not currently operating in California.