IRVINE TEACHERS ASSOCIATION (EIN 237329458) - 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

1973

Legal Domicile

Principal Officer

SONIA KEARNEY

Phone

7145056365

Tax Period

2023-09-01 to 2024-08-31

IRVINE TEACHERS ASSOCIATION, founded in 1973, is a small nonprofit that reported $367K in total revenue in fiscal year 2023. Expenses of $510K exceeded revenue, resulting in a 39% operating deficit.

Mission

TO PROMOTE WELFARE AND INTERESTS OF TEACHERS AT THE IRVINE 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $350,030

Investment Income $16,727

Other Revenue $600

TOTAL REVENUE $367,357

Expense Breakdown

Grants Paid $13,098

Salaries & Benefits $50,810

Fundraising Expenses $0

Program Expenses $435,264

Other Expenses $445,705

TOTAL EXPENSES $509,613

Year-over-Year Comparison

	2023	2022	Change
Revenue	$367,357	$345,863	+0.1%
Expenses	$509,613	$378,219	+0.3%
Net Income	$-142,256	$-32,356	+3.4%

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

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

$23,306

Total Directors

$23,094

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SONIA KEARNEY	PRESIDENT	40.00	Officer	$14,282	$0	$14,282
JESSICA BRACKEN	VICE PRESIDE	10.00	Officer	$4,596	$0	$4,596
KRISTY CHAO	STATE COUNCI	3.00	Director	$0	$3,796	$3,796
ADRIENNE MIYADI	STATE COUNCI	3.00	Director	$0	$3,796	$3,796
ZANE PANG	STATE COUNCI	3.00	Director	$0	$3,796	$3,796
KARI TUBBS	STATE COUNCI	3.00	Director	$0	$3,796	$3,796
AZITA GHADERIFARD	TREASURER	5.00	Officer	$2,530	$0	$2,530
KIM HOWELL	SECRETARY	30.00	Officer	$1,898	$0	$1,898
SHELLIE BITTNER	ELEME REP AT	1.00	Director	$0	$1,582	$1,582
TRACY JANKOWSKI	ELEM REP AT	1.00	Director	$0	$1,582	$1,582
JON PANG	REP AT LARGE	3.00	Director	$0	$1,582	$1,582
GRACE PANKAU	M.S REP AT L	3.00	Director	$0	$1,582	$1,582
KATIE WI	H.S REP AT L	3.00	Director	$0	$1,582	$1,582
MICHAEL STONE	EXECUTIVE DI	3.00	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
2024	$367,357	$509,613	$490,199	$-142,256
2023	$345,863	$378,219	$629,813	$-32,356
2022	$347,577	$343,490	$668,777	$4,087
2021	$334,459	$291,651	$674,873	$42,808
2020	$334,191	$311,750	$637,530	$22,441
2019	$357,465	$316,860	$614,933	$40,605
2018	$370,156	$294,256	$554,028	$75,900

IRVINE TEACHERS ASSOCIATION