IRVINETUSTIN TEACHERS UNISERV (EIN 330478433) - 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

Legal Domicile

Principal Officer

LISA HICKMAN

Phone

7145056365

Tax Period

2023-09-01 to 2024-08-31

IRVINETUSTIN TEACHERS UNISERV is a small nonprofit that reported $516K in total revenue in fiscal year 2023. Revenue surged 36% from the prior year, signaling strong growth momentum. Expenses of $486K left a modest 6% surplus.

Mission

TO PROVIDE OFFICE AND ADMINISTRATIVE SERVICES FOR THE TWO PARTICIPATING LOCAL TEACHERS ASSOCIATIONS

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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 $512,335

Investment Income $2,119

Other Revenue $1,200

TOTAL REVENUE $515,654

Expense Breakdown

Grants Paid $0

Salaries & Benefits $300,402

Fundraising Expenses $0

Program Expenses $453,090

Other Expenses $185,591

TOTAL EXPENSES $485,993

Year-over-Year Comparison

	2023	2022	Change
Revenue	$515,654	$380,530	+0.4%
Expenses	$485,993	$420,226	+0.2%
Net Income	$29,661	$-39,696	-1.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JES BRACKEN	MEMBER	1.00	Officer	$0	$0	$0
DANIELLA GORMAN	TREASURER	2.00	Officer	$0	$0	$0
LISA HICKMAN	CHAIRPERSON	2.00	Officer	$0	$0	$0
SONIA KEARNEY	VICE CHAIRPE	2.00	Officer	$0	$0	$0
KYRSTEN KOOPS	SECRETARY	1.00	Officer	$0	$0	$0
MICHAEL STONE	EXECUTIVE DI	1.00	Officer	$0	$0	$0
PAUL TSCHIDA	MEMBER	1.00	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
2024	$515,654	$485,993	$609,670	$29,661
2023	$380,530	$420,226	$670,231	$-39,696
2022	$385,086	$371,028	$433,101	$14,058
2021	$464,534	$333,705	$422,414	$130,829
2020	$339,352	$332,326	$290,684	$7,026
2019	$326,942	$385,126	$342,149	$-58,184
2018	$336,794	$375,176	$410,554	$-38,382

IRVINETUSTIN TEACHERS UNISERV