ALUM ROCK EDUCATORS ASSOCIATION (EIN 510159373) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1975

Legal Domicile

Principal Officer

SANDRA RIVERA

Phone

4082096181

Tax Period

2022-09-01 to 2023-08-31

ALUM ROCK EDUCATORS ASSOCIATION, founded in 1975, is a small nonprofit that reported $217K in total revenue in fiscal year 2022. The organization ran a surplus of $70K, a strong 32% operating margin.

Mission

TO PROVIDE UNION REPRESENTATION FOR CERTIFIED SCHOOL TEACHERS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $217,406

Investment Income $59

Other Revenue $0

TOTAL REVENUE $217,465

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $147,907

TOTAL EXPENSES $147,907

Year-over-Year Comparison

	2022	2021	Change
Revenue	$217,465	$203,567	+0.1%
Expenses	$147,907	$178,095	-0.2%
Net Income	$69,558	$25,472	+1.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
JOCELYN MERZ	Past President	40.00	Officer Director	$0	$0	$0
SANDRA RIVERA	President	40.00	Officer Director	$0	$0	$0
JOHN FITZHUGH	Past Treasurer	1.00	Officer Director	$0	$0	$0
EMILY MCCHRISTIAN	Secretary	1.00	Officer Director	$0	$0	$0
TOBI NIELSON	CORRESP. SEC.	1.00	Officer Director	$0	$0	$0
DANIELLE LETTS	Treasurer	1.00	Officer Director	$0	$0	$0
ADDIE VANE	DIRECTOR	1.00	Director	$0	$0	$0
Teodalinda Mendoza	DIRECTOR	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
2023	$217,465	$147,907	$398,288	$69,558
2022	$203,567	$178,095	$328,730	$25,472
2021	$220,084	$162,986	$306,258	$57,098
2020	$213,379	$177,294	$246,160	$36,085
2019	$244,979	$178,434	$210,075	$66,545
2018	$270,733	$164,478	$174,193	$106,255

ALUM ROCK EDUCATORS ASSOCIATION