CALIFORNIA RETIRED TEACHERS ASSOCIATION GLENDALE-FOOTHILL DIVISION 11 (EIN 510196919) - 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

1940

Legal Domicile

Principal Officer

JANET EDBERG

Phone

8187902900

Tax Period

2023-07-01 to 2024-06-30

CALIFORNIA RETIRED TEACHERS ASSOCIATION GLENDALE-FOOTHILL DIVISION 11, founded in 1940, is a micro nonprofit that reported $17K in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum. Expenses of $49K exceeded revenue, resulting in a 188% operating deficit.

Mission

TO PROTECT AND ADVOCATE FOR RETIRED AND ACTIVE EDUCATORS' PENSIONS AND OTHER RETIREMENT BENEFITS, AND TO SUPPORT EDUCATION IN OUR COMMUNITIES.SIGNIFICANT ACTIVITIES ARE TO PROVIDE SCHOLARSHIPS FOR STUDENTS GOING INTO TEACHING; AWARD TEACHER GRANTS FOR CLASSROOM SUPPLIES AND MATERIALS; AND ANNUALLY PROVIDE NEEDY STUDENTS WITH SCHOOL MATERIALS AND SUPPLIES.

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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 $6,562

Program Service Revenue $0

Investment Income $10,324

Other Revenue $0

TOTAL REVENUE $16,886

Expense Breakdown

Grants Paid $26,050

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $48,642

Other Expenses $22,592

TOTAL EXPENSES $48,642

Year-over-Year Comparison

	2023	2022	Change
Revenue	$16,886	$13,095	+0.3%
Expenses	$48,642	$36,095	+0.3%
Net Income	$-31,756	$-23,000	+0.4%

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
SUE WHEELER-AYRES	PRESIDENT	4.00	Officer Director	$0	$0	$0
JANET EDBERG	TREASURER	4.00	Officer Director	$0	$0	$0
LYNN CLOUD BACKUS	2ND VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
PRISCILLA GARCIA	DIRECTOR	1.00	Director	$0	$0	$0
SHIRLEY DETTLAFF	DIRECTOR	1.00	Director	$0	$0	$0
NIEVA O'TOOLE	DIRECTOR	1.00	Director	$0	$0	$0
BONNIE BECKEN	DIRECTOR	2.00	Director	$0	$0	$0
JAN MCCREERY	DIRECTOR	2.00	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
2025	No data	No data	No data	No data
2024	$16,886	$48,642	$435,019	$-31,756
2023	$13,095	$36,095	$466,775	$-23,000
2022	$77,090	$37,193	$489,774	$39,897
2021	$8,649	$21,744	$449,877	$-13,095
2020	$308,686	$13,214	$462,972	$295,472

CALIFORNIA RETIRED TEACHERS ASSOCIATION GLENDALE-FOOTHILL DIVISION 11