CALIFORNIA TEACHERS ASSOCIATION TEMECULA VALLEY EDUCATORS ASSOCIATION (EIN 510161770) - 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

EDGAR DIAZ

Phone

9516999970

Tax Period

2024-09-01 to 2025-08-31

CALIFORNIA TEACHERS ASSOCIATION TEMECULA VALLEY EDUCATORS ASSOCIATION, founded in 1976, is a small nonprofit that reported $447K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $406K left a modest 9% surplus.

Mission

THE MISSION OF TVEA IS TO REPRESENT ITS MEMBERS WITH THEIR EMPLOYERS, AND TO BE THE EXCLUSIVE REPRESENTATIVE OF APPROPRIATE BARGAINING UNITS OF SCHOOL EMPLOYEES OF THE TEMECULA UNIFIED SCHOOL DISTRICT IN ALL MATTERS RELATED TO EMPLOYMENT CONDITIONS/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 (2024)

Revenue Breakdown

Contributions & Grants $13,800

Program Service Revenue $420,352

Investment Income $13,269

Other Revenue $0

TOTAL REVENUE $447,421

Expense Breakdown

Grants Paid $0

Salaries & Benefits $109,120

Fundraising Expenses $0

Program Expenses $337,159

Other Expenses $297,178

TOTAL EXPENSES $406,298

Year-over-Year Comparison

	2024	2023	Change
Revenue	$447,421	$393,114	+0.1%
Expenses	$406,298	$392,741	+0.0%
Net Income	$41,123	$373	+109.2%

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

$5,400

Total Directors

$10,272

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EDGAR DIAZ	PRESIDENT	40.00	Officer Director	$0	$0	$0
KERRI BODEMER	DIRECTOR	1.00	Director	$1,000	$0	$1,000
CYNTHIA LOPEZ	VICE PRESIDENT	2.00	Officer Director	$2,400	$0	$2,400
AMBER KOTT	TREASURER	2.00	Officer Director	$2,000	$0	$2,000
SUZI STOCK	DIRECTOR	1.00	Director	$1,000	$0	$1,000
DEREK HEID	DIRECTOR- OUTGOING	1.00	Director	$1,000	$0	$1,000
TINA MEY	DIRECTOR	1.00	Director	$0	$0	$0
CLAUDIA CANDRAY	DIRECTOR	1.00	Director	$1,000	$0	$1,000
JAMIE VAUGHN	SECRETARY	2.00	Officer Director	$1,000	$0	$1,000
JENNIFER CATALANO	DIRECTOR	1.00	Director	$250	$0	$250
SHANNON HUGHES	DIRECTOR	1.00	Director	$243	$0	$243
JENNEE SCHARF	DIRECTOR	1.00	Director	$142	$0	$142
STEVIE COLLINS	DIRECTOR - INCOMING	1.00	Director	$237	$0	$237

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	$447,421	$406,298	$513,952	$41,123
2024	$393,114	$392,741	$466,123	$373
2023	$343,605	$361,444	$465,385	$-17,839
2022	$298,382	$293,615	$483,441	$4,767
2022	$298,382	$298,869	$485,568	$-487
2021	$323,139	$261,570	$477,460	$61,569
2020	$317,904	$266,518	$416,829	$51,386
2019	$328,456	$247,741	$386,343	$80,715

CALIFORNIA TEACHERS ASSOCIATION TEMECULA VALLEY EDUCATORS ASSOCIATION