SUNNYVALE EMPLOYEES 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

2003

Legal Domicile

Principal Officer

EDITH ALANIS

Phone

4088961500

Tax Period

2020-07-01 to 2021-06-30

SUNNYVALE EMPLOYEES ASSOCIATION, founded in 2003, is a micro nonprofit in the Employment sector that reported $4K in total revenue in fiscal year 2020. Revenue surged 43% from the prior year, signaling strong growth momentum. Expenses of $27K exceeded revenue, resulting in a 665% operating deficit.

Mission

REPRESENT EMPLOYEES OF THE CITY OF SUNNYVALE, NEGOTIATE TO IMPROVE WORKING CONDITIONS AND BENEFITS FOR WORKERS WELFARE.

Program Service Accomplishments

Program 1

THE MAJOR SOURCE OF REVENUE IS SUPPORTS FROM THE MEMBERS.

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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 $3,150

Program Service Revenue $0

Investment Income $382

Other Revenue $0

TOTAL REVENUE $3,532

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $6,840

TOTAL EXPENSES $27,019

Year-over-Year Comparison

	2020	2019	Change
Revenue	$3,532	$2,462	+0.4%
Expenses	$27,019	$11,336	+1.4%
Net Income	$-23,487	$-8,874	+1.6%

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

N/A

Volunteers

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
EDITH ALANIS	President	2.00	Officer Director	$0	$0	$0
MARTIN SCHMIDT	Vice President	2.00	Officer Director	$0	$0	$0
MICHELE-BRIDGET RAGSDALE	Treasurer	2.00	Officer Director	$0	$0	$0
MARY LINDMUTH	Secretary	2.00	Officer Director	$0	$0	$0
BARBARA SMITH	AREA REPRESENT	1.00	Director	$0	$0	$0
PATRICIA RICHARDS	AREA REPRESENT	1.00	Director	$0	$0	$0
INGRID CHRISTIANSEN	AREA REPRESENT	1.00	Director	$0	$0	$0
JOHN SIMONTACCHI	AREA REPRESENT	1.00	Director	$0	$0	$0
ADAM LERIOS	AREA REPRESENT	1.00	Director	$0	$0	$0
JAMES LEMASTERS	AREA REPRESENT	1.00	Director	$0	$0	$0
RICHARD WOO	AREA REPRESENT	1.00	Director	$0	$0	$0
PAMELA DUNN	AREA REPRESENT	1.00	Director	$0	$0	$0
LORI GIARRIZZO	AREA REPRESENT	1.00	Director	$0	$0	$0
CRAIG HARTLEY	AREA REPRESENT	1.00	Director	$0	$0	$0
GENA RODRIGUEZ	AREA REPRESENT	1.00	Director	$0	$0	$0
GERALDO CADENAS	AREA REPRESENT	1.00	Director	$0	$0	$0
JUSTIN DRISCOLL	AREA REPRESENT	1.00	Director	$0	$0	$0
LAUREN SAGUN	AREA REPRESENT	1.00	Director	$0	$0	$0
MARKUS BRACAMONTE	AREA REPRESENT	1.00	Director	$0	$0	$0
PHILLIP LANIDES	AREA REPRESENT	1.00	Director	$0	$0	$0
ROMANDHA CELESTIN	IFPTE/L21 REP	1.00	Director	$0	$0	$0
STEVE FRIAS	AREA REPRESENT	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
2021	$3,532	$27,019	$516,618	$-23,487
2020	$2,462	$11,336	$540,105	$-8,874
2019	$1,937	$27,804	$548,979	$-25,867
2018	$19,287	$33,488	$574,846	$-14,201