TOTEM ASSN OF EDUCATIONAL SUPPORT PERSONNEL INC (EIN 237177156) - 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

1967

Legal Domicile

Principal Officer

SANDRA THOMPSON WALLACE

Phone

9075621183

Tax Period

2022-07-01 to 2023-06-30

TOTEM ASSN OF EDUCATIONAL SUPPORT PERSONNEL INC, founded in 1967, is a small nonprofit that reported $376K in total revenue in fiscal year 2022. Revenue decreased 12% compared to the prior year. Expenses of $346K left a modest 8% surplus.

Mission

TOTEM ASSOCIATION IS THE UNION THAT REPRESENTS AND CONDUCTS COLLECTIVE BARGAINING FOR OVER 1,400 ADMINISTRATIVE AND INSTRUCTIONAL ASD SUPPORT PERSONNEL.

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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 (2022)

Revenue Breakdown

Contributions & Grants $373,538

Program Service Revenue $0

Investment Income $2,090

Other Revenue $47

TOTAL REVENUE $375,675

Expense Breakdown

Grants Paid $9,571

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $310,674

Other Expenses $336,500

TOTAL EXPENSES $346,071

Year-over-Year Comparison

	2022	2021	Change
Revenue	$375,675	$424,694	-0.1%
Expenses	$346,071	$435,057	-0.2%
Net Income	$29,604	$-10,363	-3.9%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SANDRA THOMPSON WALLACE	PRESIDENT	40.00	Officer Director	$0	$0	$0
ALICIA WOODS	VICE PRESIDE	9.50	Officer Director	$0	$0	$0
FELICIA WOODS	SECRETARY	9.50	Officer Director	$0	$0	$0
AMEY TAMAGNI	TREASURER	2.00	Officer Director	$0	$0	$0
AMANDA MARLEY	DIRECTOR	1.00	Director	$0	$0	$0
DENISE TILLEY	DIRECTOR	1.00	Director	$0	$0	$0
CARRIE AGATE	DIRECTOR	1.00	Director	$0	$0	$0
TAMMY HANSON	DIRECTOR	1.00	Director	$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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$375,675	$346,071	$225,672	$29,604
2022	$424,694	$435,057	$191,718	$-10,363
2021	$478,597	$481,309	$202,231	$-2,712
2020	$521,392	$529,803	$205,218	$-8,411
2019	$566,487	$583,437	$213,204	$-16,950

TOTEM ASSN OF EDUCATIONAL SUPPORT PERSONNEL INC