MASSACHUSETTS TEACHERS ASSOCIATION 379 WINCHESTER EDUC ASSN (EIN 237255468) - 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

1972

Legal Domicile

Principal Officer

HEATHER CHU

Phone

7817217020

Tax Period

2022-07-01 to 2023-06-30

MASSACHUSETTS TEACHERS ASSOCIATION 379 WINCHESTER EDUC ASSN, founded in 1972, is a small nonprofit that reported $402K in total revenue in fiscal year 2022.

Mission

LOCAL AFFILIATE OF MASSACHUSETTS TEACHERS ASSOCIATION AND NATIONAL EDUCATION ASSOCIATION.

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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 $10,097

Program Service Revenue $391,933

Investment Income $11

Other Revenue $0

TOTAL REVENUE $402,041

Expense Breakdown

Grants Paid $4,251

Salaries & Benefits $31,179

Fundraising Expenses $0

Program Expenses $370,609

Other Expenses $367,028

TOTAL EXPENSES $402,458

Year-over-Year Comparison

	2022	2021	Change
Revenue	$402,041	$409,260	0.0%
Expenses	$402,458	N/A	N/A
Net Income	$-417	$409,260	-1.0%

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

569

Independent Members

569

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

$23,782

Total Directors

$31,179

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHERYL NORRIS	PRESIDENT	20.00	Officer Director	$13,188	$0	$13,188
ERIKA GUCKENBERGER	SECRETARY	10.00	Officer Director	$3,797	$0	$3,797
CHRIS KURHAJETZ	VICE PRESIDENT	20.00	Officer Director	$3,797	$0	$3,797
HEATHER CHU	TREASURER	15.00	Officer Director	$3,000	$0	$3,000
MARY BERGERON	MEMBER CHAIR	10.00	Director	$2,000	$0	$2,000
KRISTIN KEEGAN	GRIEVANCE CHAIR	1.00	Director	$2,300	$0	$2,300
ELLIE STROUD	GRIEVANCE CHAIR	1.00	Director	$3,097	$0	$3,097

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	No data	No data	No data	No data
2023	$402,041	$402,458	$90,167	$-417
2022	$409,260	$430,451	$90,584	$-21,191
2021	$392,425	$383,902	$111,775	$8,523
2020	$382,983	$387,034	$103,252	$-4,051
2019	$392,836	$404,509	$107,303	$-11,673
2018	$390,348	$345,278	$118,976	$45,070

MASSACHUSETTS TEACHERS ASSOCIATION 379 WINCHESTER EDUC ASSN