WESTERLY TEACHERS' ASSOCIATION (EIN 050468243) - 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

1970

Legal Domicile

Principal Officer

Jennifer Johnson-Octeau

Phone

4013151591

Tax Period

2024-09-01 to 2025-08-31

WESTERLY TEACHERS' ASSOCIATION, founded in 1970, is a small nonprofit in the Employment sector that reported $215K in total revenue in fiscal year 2024.

Mission

NEGOTIATE AND ENFORCE LABOR CONTRACTS

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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 $214,652

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $214,652

Expense Breakdown

Grants Paid $0

Salaries & Benefits $28,050

Fundraising Expenses $0

Program Expenses $225,355

Other Expenses $197,305

TOTAL EXPENSES $225,355

Year-over-Year Comparison

	2024	2023	Change
Revenue	$214,652	$223,961	0.0%
Expenses	$225,355	$216,223	+0.0%
Net Income	$-10,703	$7,738	-2.4%

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

270

Independent Members

270

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

$28,050

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTEN FEDERICO	PRESIDENT	3.00	Director	$10,350	$0	$10,350
STEPHEN MCDERMOTT	FIRST VP	3.00	Director	$3,000	$0	$3,000
KATHRYN LEACH	SECOND VP	3.00	Director	$8,350	$0	$8,350
LISA FUSARO	SECRETARY	3.00	Director	$1,000	$0	$1,000
JADE MARULANDA	SECRETARY	3.00	Director	$1,000	$0	$1,000
JENNIFER JOHNSON-OCTEAU	TREASURER	3.00	Director	$4,350	$0	$4,350

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
2025	$214,652	$225,355	$35,769	$-10,703
2024	$223,961	$216,223	$46,472	$7,738
2023	$220,916	$218,104	$38,734	$2,812
2022	$219,298	$217,057	$39,901	$2,241
2021	$227,010	$224,986	$37,662	$2,024
2020	$207,122	$207,136	$37,258	$-14

WESTERLY TEACHERS' ASSOCIATION