LAKE ELSINORE TEACHERS ASSOCIATION (EIN 330774499) - 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

1976

Legal Domicile

Principal Officer

MARIO MONTANO

Phone

9512450446

Tax Period

2023-09-01 to 2024-08-31

LAKE ELSINORE TEACHERS ASSOCIATION, founded in 1976, is a small nonprofit that reported $263K in total revenue in fiscal year 2023.

Mission

THE MISSION OF LETA IS TO REPRESENT ITS MEMBERS WITH THEIR EMPLOYERS, AND TO BE THE EXCLUSIVE REPRESENTATIVE OF APPROPRIATE BARGAINING UNITS OF SCHOOL EMPLOYEES OF THE LAKE ELSINORE UNIFIED SCHOOL DISTRICT IN ALL MATTERS RELATED TO EMPLOYMENT CONDITIONS AND RELATIONS.

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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 $263,313

Investment Income $66

Other Revenue $0

TOTAL REVENUE $263,379

Expense Breakdown

Grants Paid $0

Salaries & Benefits $60,033

Fundraising Expenses $0

Program Expenses $184,449

Other Expenses $198,402

TOTAL EXPENSES $258,435

Year-over-Year Comparison

	2023	2022	Change
Revenue	$263,379	$244,296	+0.1%
Expenses	$258,435	$255,702	+0.0%
Net Income	$4,944	$-11,406	-1.4%

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

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
MARIO MONTANO	PRESIDENT	20.00	Officer Director	$0	$0	$0
YOLANDA DIAZ	FIRST VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JAMIE KIRK-WARNER	2ND VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
SONIA JIMENEZ	TREASURER - OUTGOING	2.00	Officer Director	$0	$0	$0
JANICE DEL PILAR	SECRETARY	2.00	Officer Director	$0	$0	$0
SANDRA DIAZ	DIRECTOR	1.00	Director	$0	$0	$0
LAINIE PETERS	DIRECTOR	1.00	Director	$0	$0	$0
DANYELLE HODGE	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA SMITH	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY BERKEY	TREASURER - INCOMING	2.00	Director	$0	$0	$0
OLUBUNMI ADELEKE	DIRECTOR	1.00	Director	$0	$0	$0
CELESTE SOLOMON	DIRECTOR	1.00	Director	$0	$0	$0
GRACE HODGES	DIRECTOR	1.00	Director	$0	$0	$0
ERICK CASTANEDA CALZADA	DIRECTOR - INCOMING	1.00	Director	$0	$0	$0
AMBER TOLLAR	DIRECTOR - INCOMING	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	$263,379	$258,435	$449,396	$4,944
2023	$244,296	$255,702	$439,655	$-11,406
2022	$231,538	$225,153	$449,758	$6,385
2021	$237,331	$175,781	$444,864	$61,550
2020	$250,604	$220,087	$395,510	$30,517
2019	$259,655	$200,459	$401,830	$59,196

LAKE ELSINORE TEACHERS ASSOCIATION