Portland Education Association Attn Audrey Cabral (EIN 010346260) - 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

1998

Legal Domicile

Principal Officer

Kerrie Dowdy

Phone

2078384455

Tax Period

2023-09-01 to 2024-08-31

Portland Education Association Attn Audrey Cabral, founded in 1998, is a small nonprofit that reported $515K in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year.

Mission

Portland Education Association is a professional organization whose mission is to support educators and educational technicians within the Portland public schools.

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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 (2023)

Revenue Breakdown

Contributions & Grants $513,095

Program Service Revenue $0

Investment Income $1,521

Other Revenue $0

TOTAL REVENUE $514,616

Expense Breakdown

Grants Paid $1,750

Salaries & Benefits $31,817

Fundraising Expenses $0

Program Expenses $548,895

Other Expenses $518,228

TOTAL EXPENSES $551,795

Year-over-Year Comparison

	2023	2022	Change
Revenue	$514,616	$554,449	-0.1%
Expenses	$551,795	$535,961	+0.0%
Net Income	$-37,179	$18,488	-3.0%

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

$17,850

Total Directors

$29,890

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kerrie Dowdy	President	1.00	Officer Director	$6,930	$0	$6,930
Beth Arsenault	Director	1.00	Director	$3,500	$0	$3,500
Jennifer Cooper	Director	1.00	Director	$3,150	$0	$3,150
Carol Hager	Secretary	1.00	Officer Director	$2,940	$0	$2,940
Martha White	Past Vice Pres	1.00	Officer Director	$2,940	$0	$2,940
Beth Jackson	Director	1.00	Director	$2,940	$0	$2,940
Audrey Cabral	Treasurer	1.00	Officer Director	$2,940	$0	$2,940
Taryn Southard	Vice President	1.00	Officer Director	$2,100	$0	$2,100
Judy Harris	Director	1.00	Director	$1,050	$0	$1,050
Shana Blotner	Director	1.00	Director	$525	$0	$525
Michael Kennedy	Director	1.00	Director	$525	$0	$525
Indriani Demers	Director	1.00	Director	$350	$0	$350

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	$514,616	$551,795	$130,373	$-37,179
2023	$554,449	$535,961	$169,956	$18,488
2022	$489,582	$514,375	$151,230	$-24,793
2021	$512,254	$501,339	$176,023	$10,915
2020	$513,603	$488,301	$162,942	$25,302
2019	$471,819	$482,181	$137,640	$-10,362

Portland Education Association Attn Audrey Cabral