APPLE VALLEY UNIFIED TEACHERS ASSOCIATION (EIN 330313124) - 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

1987

Legal Domicile

Principal Officer

KRISTY CROFT

Phone

7609857011

Tax Period

2020-09-01 to 2021-08-31

APPLE VALLEY UNIFIED TEACHERS ASSOCIATION, founded in 1987, is a small nonprofit that reported $724K in total revenue in fiscal year 2020.

Mission

PROVIDE REPRESENTATION TO TEACHER MEMEBERS WHO ARE SUBJECT TO THE COLLECTIVE BARGAINING

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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 (2020)

Revenue Breakdown

Contributions & Grants $724,132

Program Service Revenue $0

Investment Income $13

Other Revenue $0

TOTAL REVENUE $724,145

Expense Breakdown

Grants Paid $0

Salaries & Benefits $77,323

Fundraising Expenses $0

Program Expenses $716,156

Other Expenses $691,021

TOTAL EXPENSES $768,344

Year-over-Year Comparison

	2020	2019	Change
Revenue	$724,145	$724,834	0.0%
Expenses	$768,344	$749,544	+0.0%
Net Income	$-44,199	$-24,710	+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

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

$20,400

Total Directors

$4,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTY CROFT	PRESIDENT	010.00	Officer	$8,000	$0	$8,000
TERRI REY	VICE PRESIDENT	005.00	Officer	$4,200	$0	$4,200
KOREN MATHIS	TREASURER	005.00	Officer	$4,200	$0	$4,200
MEGAN BARBA	CORRESPONDING SECRETARY	005.00	Officer	$4,000	$0	$4,000
JESSICA COOLEY	DIRECTOR	001.00	Director	$1,000	$0	$1,000
MARTHA LOPEZ	DIRECTOR	001.00	Director	$1,000	$0	$1,000
SHANNON SOVERN	DIRECTOR	001.00	Director	$1,000	$0	$1,000
WENDY KELLY	DIRECTOR	001.00	Director	$1,000	$0	$1,000

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
2021	$724,145	$768,344	$43,822	$-44,199
2020	$724,834	$749,544	$88,021	$-24,710
2019	$678,084	$726,114	$112,731	$-48,030
2018	$677,306	$611,265	$160,761	$66,041

APPLE VALLEY UNIFIED TEACHERS ASSOCIATION