TEACHERS ANNUITY & AID ASSOCIATION C/O JAY PARKS GREATER CINTI CU (EIN 316027920) - 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

1957

Legal Domicile

Principal Officer

JAY PARKS

Phone

5135590585

Tax Period

2023-01-01 to 2023-12-31

TEACHERS ANNUITY & AID ASSOCIATION C/O JAY PARKS GREATER CINTI CU, founded in 1957, is a small nonprofit that reported $176K in total revenue in fiscal year 2023. Revenue fell 32% from the prior year — a significant decline worth monitoring. Expenses of $275K exceeded revenue, resulting in a 56% operating deficit.

Mission

TO PROVIDE TEACHERS WHO INITIALLY TEACH IN HAMILTON COUNTY WITH RETIREMENT ANNUITIES, DEATH BENEFITS AND/OR AID ANNUITIES.

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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 $6,028

Program Service Revenue $0

Investment Income $170,279

Other Revenue $0

TOTAL REVENUE $176,307

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,460

Fundraising Expenses $0

Program Expenses $227,038

Other Expenses $37,636

TOTAL EXPENSES $275,134

Year-over-Year Comparison

	2023	2022	Change
Revenue	$176,307	$258,798	-0.3%
Expenses	$275,134	$271,366	+0.0%
Net Income	$-98,827	$-12,568	+6.9%

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

$9,600

Total Directors

$9,600

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DORI MARTZ	PRESIDENT	1.00	Officer Director	$0	$0	$0
DONNA WUERDEMAN	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
JAY PARKS	FINANCE SECR	1.00	Officer Director	$3,200	$0	$3,200
JERRY SUIT	RECORDING SE	1.00	Officer Director	$3,200	$0	$3,200
MARIE KALB	TREASURER	1.00	Officer Director	$3,200	$0	$3,200
JUDY MEIERING	TRUSTEE	1.00	Director	$0	$0	$0
TINA CANDELARESI	TRUSTEE	1.00	Director	$0	$0	$0
CEAIR BAGGETT	TRUSTEE	1.00	Director	$0	$0	$0
DENNIS MILES	TRUSTEE	1.00	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	No data	No data	No data	No data
2023	$176,307	$275,134	$5,591,182	$-98,827
2022	$258,798	$271,366	$5,325,002	$-12,568
2021	$548,042	$277,884	$6,046,226	$270,158
2020	$237,045	$276,528	$5,677,115	$-39,483
2019	$231,199	$273,356	$5,474,105	$-42,157
2018	$258,829	$278,092	$4,875,131	$-19,263

TEACHERS ANNUITY & AID ASSOCIATION C/O JAY PARKS GREATER CINTI CU