UTICA EDUCATION ASSOCIATION

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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

1969

Legal Domicile

Principal Officer

DANIELLE BERNIER-CAFUK

Phone

5869788852

Tax Period

2024-09-01 to 2025-08-31

UTICA EDUCATION ASSOCIATION, founded in 1969, is a small nonprofit that reported $296K in total revenue in fiscal year 2024. Expenses of $263K left a modest 11% surplus.

Mission

THE OBJECTIVE OF THIS ASSOCIATION SHALL BE THE IMPROVEMENT OF EDUCATION, THE ADVANCEMENT OF THE INTERESTS OF EDUCATIONS AND OF EDUCATORS, THE PROMOTION OF THE PROFESSIONAL GROWTH OF ITS MEMBERS, THE IMPROVEMENT AND PROTECTION OF ITS MEMBERS CONTRACTUAL RIGHTS, AND SOLIDARITY WITH OTHER MEA AND NEA AFFILIATES FOR THE BENEFIT OF ALL.

Program Service Accomplishments

Program 1

Expenses: $64,412

MEMBERSHIP SERVICES EVENTS PUBLIC RELATIONS

Program 2

Expenses: $62,812

PRESDIENT RELEASE TIME SALARY - THE ASSOCIATION REIMBURSES THE PRESDIENTS EMPLOYER

Program 3

Expenses: $31,177

ASSOCIATION RELEASE TIME

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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 (2024)

Revenue Breakdown

Contributions & Grants $279,519

Program Service Revenue $0

Investment Income $16,381

Other Revenue $0

TOTAL REVENUE $295,900

Expense Breakdown

Grants Paid $0

Salaries & Benefits $13,700

Fundraising Expenses $0

Program Expenses $215,742

Other Expenses $248,988

TOTAL EXPENSES $262,688

Year-over-Year Comparison

	2024	2023	Change
Revenue	$295,900	N/A	N/A
Expenses	$262,688	N/A	N/A
Net Income	$33,212	N/A	N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID RUDZINSKI	DIRECTOR	001.00	Director	$0	$0	$0
CHRIS BROWN	DIRECTOR	001.00	Director	$0	$0	$0
PAMELA GRADY	DIRECTOR	001.00	Director	$0	$0	$0
BRIAN BURAK	DIRECTOR	001.00	Director	$0	$0	$0
LELAND COX	DIRECTOR	001.00	Director	$0	$0	$0
MARY MURPHY	DIRECTOR	001.00	Director	$0	$0	$0
DOROTHY RICE	DIRECTOR	001.00	Director	$0	$0	$0
BRIAN CECIL	PRESIDENT	004.00	Officer	$0	$0	$0
CHRISTINA VERSELE	VICE-PRESIDENT	002.00	Officer	$0	$0	$0
DANIELLE BERNIER-CAFUK	TREASURER	002.00	Officer	$0	$0	$0
MELISSA GRONZO	SECRETARY	002.00	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
2025	$295,900	$262,688	$637,732	$33,212
2023	$291,811	$230,084	$549,758	$61,727
2022	$283,984	$191,464	$488,031	$92,520
2021	$284,165	$171,611	$395,511	$112,554
2020	$301,148	$370,561	$282,957	$-69,413
2019	$293,991	$346,467	$352,370	$-52,476
2018	$288,366	$258,869	$404,846	$29,497