TEACHING MATTERS INC (EIN 133770472) - 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

1994

Legal Domicile

Principal Officer

JOSEPH C LEWIS

Phone

2128703571

Tax Period

2023-09-01 to 2024-08-31

TEACHING MATTERS INC, founded in 1994, is a mid-sized nonprofit in the Education sector that reported $12.6M in total revenue in fiscal year 2023. Revenue surged 64% from the prior year, signaling strong growth momentum. Expenses of $11.5M left a modest 9% surplus.

Mission

OUR MISSION IS TO CLOSE THE OPPORTUNITY GAP OF A RADICALLY UNEQUAL EDUCATION SYSTEM FOR UNDERSERVED AND HISTORICALLY MARGINALIZED CHILDREN.

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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 $3,935,410

Program Service Revenue $8,571,310

Investment Income $283,636

Other Revenue $-147,614

TOTAL REVENUE $12,642,742

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,562,935

Fundraising Expenses $718,521

Program Expenses $9,314,889

Other Expenses $1,931,484

TOTAL EXPENSES $11,494,419

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,642,742	$7,696,235	+0.6%
Expenses	$11,494,419	$10,137,573	+0.1%
Net Income	$1,148,323	$-2,441,338	-1.5%

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

108

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

$477,088

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIONIS RODRIGUEZ	CHAIRMAN	5.00	Officer Director	$0	$0	$0
INGRID EDELMAN	VICE CHAIR	2.00	Officer Director	$0	$0	$0
SONNY KALSI	VICE CHAIR	2.00	Officer Director	$0	$0	$0
OLGA VOTIS	VICE CHAIR	2.00	Officer Director	$0	$0	$0
JOSEPH LEWIS	TREASURER	2.00	Officer Director	$0	$0	$0
DANA CREEL	VICE CHAIR	3.00	Officer Director	$0	$0	$0
MICHAEL BIJAOUI	BOARD MEMBER	2.00	Director	$0	$0	$0
ELENA CRESPO	BOARD MEMBER	2.00	Director	$0	$0	$0
CALIE SANTANAMD	BOARD MEMBER	1.00	Director	$0	$0	$0
SIMONE MAILMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JONATHAN KELI'I	BOARD MEMBER	1.00	Director	$0	$0	$0
TIM JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
ADAM HOPKINS	BOARD MEMBER	1.00	Director	$0	$0	$0
HOKE SLAUGHTER	BOARD MEMBER	1.00	Director	$0	$0	$0
LYNETTE GUASTAFERRO	CHIEF EXECUTIVE OFFICER	40.00	Officer	$261,480	$41,837	$303,317
CHRISTA BOGGIO	CHIEF FINANCIAL OFFICER	40.00	Officer	$149,803	$23,968	$173,771
MATHEW MOURA	VICE PRESIDENT	40.00	Highest	$187,748	$30,040	$217,788
EVAN O'DONNELL	VICE PRESIDENT	40.00	Highest	$160,987	$25,758	$186,745
LAMONICA WILLIAMS	VICE PRESIDENT	40.00	Highest	$156,580	$9,395	$165,975
JACOBE BELL	DIRECTOR	40.00	Highest	$144,791	$8,687	$153,478
AMBER CARTWRIGHT	SENIOR EDUCATIONLA CONSULTANT	40.00	Highest	$141,757	$22,681	$164,438

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	$12,642,742	$11,494,419	$16,173,581	$1,148,323
2023	$7,696,235	$10,137,573	$14,212,123	$-2,441,338
2022	$7,951,148	$10,039,224	$16,349,247	$-2,088,076
2021	$14,154,579	$7,664,793	$19,609,038	$6,489,786
2020	$5,871,411	$7,182,643	$12,666,636	$-1,311,232
2019	$6,258,683	$6,129,070	$12,641,561	$129,613
2018	$9,880,093	$6,096,287	$12,203,408	$3,783,806

TEACHING MATTERS INC