INDIANA STATE TEACHERS ASSOCIATION (EIN 351148612) - 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

1968

Legal Domicile

Principal Officer

DIANA REED

Phone

3172633400

Tax Period

2023-09-01 to 2024-08-31

INDIANA STATE TEACHERS ASSOCIATION, founded in 1968, is a mid-sized nonprofit in the Employment sector that reported $22.2M in total revenue in fiscal year 2023. Expenses of $19.1M left a modest 14% surplus.

Mission

INDIANA STATE TEACHERS ASSOCIATION (ISTA) IS A PROFESSIONAL ASSOCIATION WHOSE GOALS ARE THE CONTINUED IMPROVEMENT OF EDUCATIONAL OPPORTUNITIES FOR THE YOUTH OF INDIANA AND TO IMPROVE THE PROFESSIONAL STATUS OF SCHOOL EMPLOYEES.

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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 $16,579,370

Program Service Revenue $1,905,797

Investment Income $1,592,819

Other Revenue $2,101,454

TOTAL REVENUE $22,179,440

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,468,266

Fundraising Expenses $0

Other Expenses $7,678,829

TOTAL EXPENSES $19,147,095

Year-over-Year Comparison

	2023	2022	Change
Revenue	$22,179,440	$21,017,229	+0.1%
Expenses	$19,147,095	$19,818,569	0.0%
Net Income	$3,032,345	$1,198,660	+1.5%

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

10000

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

$661,854

Total Directors

$311,575

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEITH GAMBILL	PRESIDENT	50.00	Officer Director	$222,255	$75,220	$297,475
DIANA REED	TREASURER	20.00	Officer Director	$0	$0	$0
KRISTINA SHULTZ	DIRECTOR	2.50	Director	$0	$0	$0
DENNIS STERRETT	DIRECTOR	2.50	Director	$0	$0	$0
CHARLES FOSTER	DIRECTOR	2.50	Director	$0	$0	$0
LINDA LUCY	DIRECTOR	2.50	Director	$0	$0	$0
SHAWN HILL	DIRECTOR	2.50	Director	$0	$0	$0
SHANTAE FERGUSON	DIRECTOR (5/14/24-8/31/24)	2.50	Director	$0	$0	$0
REBECCA KNIGHT	DIRECTOR	2.50	Director	$0	$0	$0
JESSICA FARLOW	DIRECTOR	2.50	Director	$0	$0	$0
BEVERLY DOUGHTY	DIRECTOR	2.50	Director	$0	$0	$0
KIMBERLY PATTERSON	DIRECTOR (9/1/23-7/14/24)	2.50	Director	$0	$0	$0
PHILLIP WARD	DIRECTOR	2.50	Director	$0	$0	$0
ANTHONY DEAN	DIRECTOR	2.50	Director	$0	$0	$0
CONNER MCNEELY	DIRECTOR	2.50	Director	$0	$0	$0
ROSA VASQUEZ	DIRECTOR	2.50	Director	$0	$0	$0
ROBERT STEVENS	DIRECTOR (4/27/24-8/31/24)	2.50	Director	$0	$0	$0
TIAUNA WASHINGTON	DIRECTOR	2.50	Director	$0	$0	$0
JENNIFER SMITH-MARGRAF	VICE PRESIDENT	20.00	Officer Director	$0	$0	$0
JENNIFER LAUGHLIN	DIRECTOR	2.50	Director	$7,050	$0	$7,050
RANDALL STUDT	DIRECTOR	2.50	Director	$0	$0	$0
PAUL FARMER	DIRECTOR (9/1/23-7/14/24)	2.50	Director	$0	$0	$0
LACY HAWKINS	DIRECTOR	2.50	Director	$0	$0	$0
RAEANN WINTIN	DIRECTOR (9/1/23-7/14/24)	2.50	Director	$0	$0	$0
SHELBY PHELPS	DIRECTOR	2.50	Director	$0	$0	$0
ALISON THOMPSON	DIRECTOR	2.50	Director	$0	$0	$0
TERESA COLLIER	DIRECTOR (9/1/23-7/14/24)	2.50	Director	$0	$0	$0
TIM WHITAKER	DIRECTOR (9/1/23-7/14/24)	2.50	Director	$0	$0	$0
LISA LOCK-MCINTYRE	DIRECTOR	2.50	Director	$0	$0	$0
AMY MITCHELL	DIRECTOR	2.50	Director	$0	$0	$0
BETTY BATLINER 9123-71424	DIRECTOR (ESP)	2.50	Director	$0	$0	$0
DUSTIN BAILEY 9123-71424	DIRECTOR (HIGHER EDUCATION	2.50	Director	$0	$0	$0
GINGER CALHOUN	DIRECTOR (RETIRED)	2.50	Director	$0	$0	$0
KAREN WARBLE	DIRECTOR (RETIRED)	2.50	Director	$0	$0	$0
JOHN MCLAUGHLIN 9123-71424	DIRECTOR (NEA BOARD OF DIR	2.50	Director	$0	$0	$0
ROSILAND JACKSON	DIRECTOR (MINORITY AT-LARG	2.50	Director	$0	$0	$0
SHAINA LIV LESCANO	DIRECTOR (MINORITY AT-LARG	2.50	Director	$0	$0	$0
GIANNA MIROWSKI	DIRECTOR (MINORITY AT-LARG	2.50	Director	$0	$0	$0
JESSICA RAMIREZ	DIRECTOR (NEA BOARD OF DIR	2.50	Director	$0	$0	$0
DOUG TAYLOR	FORMER VICE PRESIDENT	20.00	Officer Director	$7,050	$0	$7,050
NICOLE HARRIS	DIRECTOR (9/1/23-5/31/24)	2.50	Director	$0	$0	$0
ERICK MARTINEZ	DIRECTOR (8/31/24)	2.50	Director	$0	$0	$0
SHANE MATLOCK	DIRECTOR (7/15/24-8/31/24)	2.50	Director	$0	$0	$0
DEWAYNE RICHMOND	DIRECTOR (9/1/23-3/31/24)	2.50	Director	$0	$0	$0
MICHELLE HAYS	DIRECTOR (7/15/24-8/31/24)	2.50	Director	$0	$0	$0
JESSICA COLLIER	DIRECTOR (7/15/24-8/31/24)	2.50	Director	$0	$0	$0
ALLISON ANDREWS	DIRECTOR (7/15/24-8/31/24)	2.50	Director	$0	$0	$0
CHARLES WARD 71524-83124	DIRECTOR (ESP)	2.50	Director	$0	$0	$0
LESLIE MARLATT 71524-83124	DIRECTOR (HIGHER EDUCATION)	2.50	Director	$0	$0	$0
HANNAH NIX	DIRECTOR (9/1/23-5/31/24)	2.50	Director	$0	$0	$0
WAFA SAFI-HASSAN 71524-83124	DIRECTOR(NEA BOARD OF DIRECTOR)	2.50	Director	$0	$0	$0
SHERYL MATHIS	INTERIM EXEC DIR (9/2023-5/2024)	50.00	Officer	$86,937	$0	$86,937
JENNIFER CLUTTER	CFO	50.00	Officer	$178,025	$92,367	$270,392
KIM CLEMENTS-JOHNSON	MANAGER	50.00	Highest	$180,748	$92,729	$273,477
SANDRA STEELE	MANAGER	50.00	Highest	$179,841	$76,105	$255,946
COREY KERN	MANAGER	50.00	Highest	$181,335	$92,729	$274,064
STEVEN BRACE	PSO	50.00	Highest	$158,025	$32,444	$190,469
JERELL BLAKELEY	MANAGER	50.00	Highest	$164,155	$51,955	$216,110

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	$22,179,440	$19,147,095	$44,392,731	$3,032,345
2023	$21,017,229	$19,818,569	$39,328,223	$1,198,660
2022	$22,473,562	$17,907,718	$36,026,795	$4,565,844
2021	$21,212,278	$17,081,919	$36,647,628	$4,130,359
2020	$20,891,600	$16,804,322	$31,201,942	$4,087,278
2019	$21,445,616	$17,180,787	$27,972,920	$4,264,829
2018	$20,724,151	$16,091,435	$25,704,913	$4,632,716

INDIANA STATE TEACHERS ASSOCIATION