WELLESLEY EDUCATORS ASSOCIATION INC (EIN 237107849) - 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

1980

Legal Domicile

Phone

7814466210

Tax Period

2024-07-01 to 2025-06-30

WELLESLEY EDUCATORS ASSOCIATION INC, founded in 1980, is a small nonprofit that reported $612K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $540K left a modest 12% surplus.

Mission

LABOR UNION IRC 501(c)5--PURPOSE TO PROVIDE ARBITRATION LEGAL REPRESENTATION AND FACILIATATE BENEFITS TO MEMBERS IN ACCORDANCE WITH EXISTING 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 $608,203

Program Service Revenue $0

Investment Income $3,323

Other Revenue $0

TOTAL REVENUE $611,526

Expense Breakdown

Grants Paid $0

Salaries & Benefits $74,781

Fundraising Expenses $0

Program Expenses $523,298

Other Expenses $465,673

TOTAL EXPENSES $540,454

Year-over-Year Comparison

	2024	2023	Change
Revenue	$611,526	$547,894	+0.1%
Expenses	$540,454	$597,965	-0.1%
Net Income	$71,072	$-50,071	-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

Independent Members

Employees

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KYLE GEKOPI	TREASURER	10.00	Officer	$0	$0	$0
CHELSEA BAILOW	PRESIDENT	30.00	Officer	$0	$0	$0
KATHERINE TAYLOR	CLERK	4.00	Officer	$0	$0	$0

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	$611,526	$540,454	$112,006	$71,072
2024	$547,894	$597,965	$40,833	$-50,071
2023	$555,499	$560,929	$98,433	$-5,430

WELLESLEY EDUCATORS ASSOCIATION INC