TUSTIN EDUCATORS ASSOCIATION (EIN 237327683) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1973

Legal Domicile

Principal Officer

LISA HICKMAN

Phone

7145056365

Tax Period

2023-09-01 to 2024-08-31

TUSTIN EDUCATORS ASSOCIATION, founded in 1973, is a small nonprofit that reported $226K in total revenue in fiscal year 2023. Expenses of $299K exceeded revenue, resulting in a 32% operating deficit.

Mission

TO PROMOTE THE WELFARE AND INTERESTS OF THE EMPLOYEES OF THE TUSTIN SCHOOL DISTRICT.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $214,829

Investment Income $6,777

Other Revenue $4,361

TOTAL REVENUE $225,967

Expense Breakdown

Grants Paid $0

Salaries & Benefits $52,341

Fundraising Expenses $0

Program Expenses $231,199

Other Expenses $245,909

TOTAL EXPENSES $298,698

Year-over-Year Comparison

	2023	2022	Change
Revenue	$225,967	$213,004	+0.1%
Expenses	$298,698	$281,583	+0.1%
Net Income	$-72,731	$-68,579	+0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✓ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

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

$14,217

Total Directors

$17,871

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA HICKMAN	PRESIDENT/ST	12.00	Officer Director	$7,686	$0	$7,686
PAUL TSCHIDA	VP/STATE COU	5.00	Officer Director	$4,011	$0	$4,011
ANGELICA JIMENEZ	SECRETARY	3.00	Officer	$1,260	$0	$1,260
ALLISON GOODLANDER	TREASURER	5.00	Officer	$1,260	$0	$1,260
JESSE HOLMES	ELEM. DIRECT	2.00	Director	$1,228	$0	$1,228
MARGIE WRIGHT	ELEM. DIRECT	2.00	Director	$1,228	$0	$1,228
THERESA PAYNE	M.S. DIRECTO	2.00	Director	$1,229	$0	$1,229
SEAN PFAFF	H.S. DIRECTO	2.00	Director	$1,229	$0	$1,229
KEN COOPER	GRIEVANCE CH	2.00	Director	$1,260	$0	$1,260
MICHAEL STONE	EXECUTIVE DI	N/A	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
2024	$225,967	$298,698	$525,986	$-72,731
2023	$213,004	$281,583	$591,564	$-68,579
2022	$232,969	$194,267	$654,313	$38,702
2021	$233,444	$199,725	$616,152	$33,719
2020	$240,096	$210,856	$582,433	$29,240
2019	$287,175	$208,180	$557,993	$78,995
2018	$295,293	$236,835	$484,076	$58,458

TUSTIN EDUCATORS ASSOCIATION