TEACHERS ASSOCIATION OF LEE COUNTY (EIN 510225127) - 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

2011

Legal Domicile

Principal Officer

SHAY PEARSON

Phone

2392758252

Tax Period

2024-09-01 to 2025-08-31

TEACHERS ASSOCIATION OF LEE COUNTY, founded in 2011, is a small nonprofit in the Education sector that reported $268K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $238K left a modest 11% surplus.

Mission

LABOR UNION SERVING THE TEACHERS OF LEE COUNTY FLORIDA.

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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 $0

Program Service Revenue $257,607

Investment Income $9,933

Other Revenue $0

TOTAL REVENUE $267,540

Expense Breakdown

Grants Paid $0

Salaries & Benefits $142,359

Fundraising Expenses $0

Program Expenses $238,238

Other Expenses $95,879

TOTAL EXPENSES $238,238

Year-over-Year Comparison

	2024	2023	Change
Revenue	$267,540	$233,694	+0.1%
Expenses	$238,238	$251,519	-0.1%
Net Income	$29,302	$-17,825	-2.6%

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

Employees

N/A

Volunteers

100

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

$7,797

Total Directors

$7,797

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEVIN DALY	PRESIDENT	40.00	Officer Director	$0	$0	$0
JILL CASTELLANO	VICE PRESIDENT	5.00	Officer Director	$2,099	$0	$2,099
LATONYA STARKS	VICE PRESIDENT OF MEMBERSH	5.00	Officer Director	$1,500	$0	$1,500
ANNA JAYE WHITTEN	SECRETARY	5.00	Officer Director	$2,099	$0	$2,099
SHAY PEARSON	TREASURER	5.00	Officer Director	$2,099	$0	$2,099
SEAN GRIFFIN	AREA COORDINATOR	5.00	Director	$0	$0	$0
HEATHER RODRIGUEZ-WIBBELS	AREA COORDINATOR	5.00	Director	$0	$0	$0
JOLENE REYNOLDS	AREA COORDINATOR	5.00	Director	$0	$0	$0
LISA DUBRAVA	AREA COORDINATOR	5.00	Director	$0	$0	$0
KARIE RATHBURN	AREA COORDINATOR	5.00	Director	$0	$0	$0
ROBERT DANIELS	AREA COORDINATOR	5.00	Director	$0	$0	$0
CHARLA FOX	AREA COORDINATOR	5.00	Director	$0	$0	$0
BEN ANDERSEN	AREA COORDINATOR	5.00	Director	$0	$0	$0
CHRISTY MOORE	AREA COORDINATOR	5.00	Director	$0	$0	$0
ROB MOOR	AREA COORDINATOR	5.00	Director	$0	$0	$0
LYNETTE RODRIGUEZ WIBBLES	AREA COORDINATOR	5.00	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	$267,540	$238,238	$574,874	$29,302
2024	$233,694	$251,519	$624,521	$-17,825
2023	$359,592	$229,227	$642,346	$130,365
2022	$228,643	$190,023	$511,981	$38,620
2021	$272,682	$173,833	$473,361	$98,849
2020	$304,318	$170,039	$374,512	$134,279
2019	$279,188	$207,883	$284,111	$71,305
2018	$233,315	$187,011	$212,806	$46,304

TEACHERS ASSOCIATION OF LEE COUNTY