CTA FOUNDATION FOR TEACHING AND LEARNING (EIN 263387057) - 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

2008

Legal Domicile

Principal Officer

DAVID GOLDBERG

Phone

6506971400

Tax Period

2023-09-01 to 2024-08-31

CTA FOUNDATION FOR TEACHING AND LEARNING, founded in 2008, is a community nonprofit in the Education sector that reported $1.4M in total revenue in fiscal year 2023. Revenue fell 48% from the prior year — a significant decline worth monitoring. Expenses of $2.5M exceeded revenue, resulting in a 85% operating deficit.

Mission

SUPPORT HIGH-QUALITY TEACHING AND HIGH-QUALITY PUBLIC SCHOOLS IN CALIFORNIA

🔒

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 $1,280,478

Program Service Revenue $0

Investment Income $88,427

Other Revenue $0

TOTAL REVENUE $1,368,905

Expense Breakdown

Grants Paid $2,409,039

Salaries & Benefits $57,838

Fundraising Expenses $0

Program Expenses $2,451,409

Other Expenses $67,319

TOTAL EXPENSES $2,534,196

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,368,905	$2,643,546	-0.5%
Expenses	$2,534,196	$2,552,355	0.0%
Net Income	$-1,165,291	$91,191	-13.8%

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

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

$875,048

Total Directors

$875,048

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID B GOLDBERG	PRESIDENT	1.00	Officer Director	$0	$131,851	$360,764
LESLIE S LITTMAN	VICE PRESIDENT	1.00	Officer Director	$0	$119,485	$330,215
ERIKA L JONES	SECRETARY/TREASURER	1.00	Officer Director	$0	$63,523	$184,069
ERNEST T BOYD	FORMER PRESIDENT	0.00		$0	$123,689	$328,773

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	$1,368,905	$2,534,196	$2,589,670	$-1,165,291
2023	$2,643,546	$2,552,355	$3,858,713	$91,191
2022	$2,718,721	$2,556,819	$3,592,908	$161,902
2021	$2,789,575	$2,542,281	$3,463,095	$247,294
2020	$2,703,888	$2,509,973	$3,181,287	$193,915
2019	$2,799,232	$2,442,907	$2,855,728	$356,325
2018	$2,835,801	$2,520,374	$2,532,792	$315,427

CTA FOUNDATION FOR TEACHING AND LEARNING