WALTHAM EDUCATORS ASSOCIATION C/O PAUL PERZ (EIN 237274517) - 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

1981

Legal Domicile

Principal Officer

PAUL PERZ

Phone

7813145590

Tax Period

2023-07-01 to 2024-06-30

WALTHAM EDUCATORS ASSOCIATION C/O PAUL PERZ, founded in 1981, is a micro nonprofit in the Community Improvement sector that reported $84K in total revenue in fiscal year 2023. Revenue fell 35% from the prior year — a significant decline worth monitoring. Expenses of $102K exceeded revenue, resulting in a 21% operating deficit.

Mission

PROVIDE LABOR UNION SERVICES FOR TEACHERS EMPLOYED BY THE WALTHAM SCHOOL DEPT

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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 $83,785

Program Service Revenue $0

Investment Income $17

Other Revenue $0

TOTAL REVENUE $83,802

Expense Breakdown

Grants Paid $3,788

Salaries & Benefits $79,510

Fundraising Expenses $0

Other Expenses $18,482

TOTAL EXPENSES $101,780

Year-over-Year Comparison

	2023	2022	Change
Revenue	$83,802	$128,402	-0.3%
Expenses	$101,780	$115,857	-0.1%
Net Income	$-17,978	$12,545	-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

N/A

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

$38,950

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NATHANIEL RONO	CO-PRESIDENT	15.00	Officer	$13,725	$0	$13,725
RYAN HOYT	CO-PRESIDENT	15.00	Officer	$13,725	$0	$13,725
JOHN HACKER	SECRETARY	5.00	Officer	$4,650	$0	$4,650
PAUL PERZ	TREASURER	10.00	Officer	$6,850	$0	$6,850

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	$83,802	$101,780	$332,495	$-17,978
2023	$128,402	$115,857	$351,422	$12,545
2022	$63,665	$72,179	$338,877	$-8,514
2021	$176,576	$80,955	$347,391	$95,621
2020	$106,471	$79,063	$251,770	$27,408
2019	$199,667	$75,809	$228,784	$123,858

WALTHAM EDUCATORS ASSOCIATION C/O PAUL PERZ