SADDLEBACK VALLEY EDUCATORS ASSOCI… - Form 990 Financial Data

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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

1973

Legal Domicile

Principal Officer

MANDY DEGROOTE

Phone

9499515373

Tax Period

2024-09-01 to 2025-08-31

SADDLEBACK VALLEY EDUCATORS ASSOCIATION, founded in 1973, is a small nonprofit that reported $327K in total revenue in fiscal year 2024. Expenses of $314K left a modest 4% surplus.

Mission

TO PROMOTE THE WELFARE AND ECONOMIC INTERESTS OF THE EMPLOYEES OF THE SADDLEBACK VALLEY SCHOOL DISTRICT

Program Service Accomplishments

Program 1

Expenses: $187,023 Revenue: $320,148

TO PROMOTE THE WELFARE AND ECONOMIC INTERESTS OF THE EMPLOYEES OF THE SADDLEBACK VALLEY SCHOOL DISTRICT

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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 $0

Program Service Revenue $320,148

Investment Income $2,409

Other Revenue $4,537

TOTAL REVENUE $327,094

Expense Breakdown

Grants Paid $0

Salaries & Benefits $75,206

Fundraising Expenses $0

Program Expenses $187,023

Other Expenses $238,427

TOTAL EXPENSES $313,633

Year-over-Year Comparison

	2024	2023	Change
Revenue	$327,094	$321,265	+0.0%
Expenses	$313,633	$238,734	+0.3%
Net Income	$13,461	$82,531	-0.8%

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

$14,319

Total Directors

$29,915

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRACY ROSS	BARGAINING TEAM	3.00	Director	$0	$0	$0
BETH ANDERSON	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
BRITTANY CASE	CTA STATE COUNCIL REP	2.00	Director	$0	$0	$0
COREY MURPHY	CTA STATE COUNCIL REP	2.00	Director	$0	$0	$0
TINA MARTIN	BARGAINING TEAM	3.00	Director	$0	$0	$0
GRETCHEN SITES	BARGAINING TEAM	3.00	Director	$0	$0	$0
JESSICA HOKERSON	CTA STATE COUNCIL REP	2.00	Director	$0	$0	$0
KERRY NAHAS	CTA STATE COUNCIL REP	2.00	Director	$0	$0	$0
STACEY GARDUNO	BARGAINING TEAM	3.00	Director	$346	$0	$346
MIKE BARTETZKO	CTA STATE COUNCIL REP	2.00	Director	$2,563	$0	$2,563
ANDI SUTER	BARGAINING CHAIR	3.00	Director	$3,460	$0	$3,460
KATHRYN JARONCZYK	CTA STATE COUNCIL REP	2.00	Director	$3,460	$0	$3,460
ERIN MAGUIRE	SECRETARY	3.00	Officer Director	$3,845	$0	$3,845
MANDY DE GROOTE	PRESIDENT	8.00	Officer Director	$4,272	$0	$4,272
JULI STOWERS	CTA STATE COUNCIL REP	2.00	Director	$5,767	$0	$5,767
TONI FIELDS	TREASURER	3.00	Officer Director	$6,202	$0	$6,202
FRANK OPPEDISANO	EXECUTIVE DIRECTOR	40.00	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	$327,094	$313,633	$746,830	$13,461
2024	$321,265	$238,734	$788,778	$82,531
2023	$294,383	$214,326	$760,798	$80,057
2022	$279,571	$313,028	$456,517	$-33,457
2021	$272,714	$283,923	$471,507	$-11,209
2020	$283,969	$355,490	$537,444	$-71,521
2018	$347,682	$297,365	$605,054	$50,317

SADDLEBACK VALLEY EDUCATORS ASSOCIATION