LODI EDUCATION 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

1966

Legal Domicile

Principal Officer

LISA WILKINS

Phone

2093662460

Tax Period

2024-09-01 to 2025-08-31

LODI EDUCATION ASSOCIATION, founded in 1966, is a small nonprofit that reported $262K in total revenue in fiscal year 2024. Expenses of $241K left a modest 8% surplus.

Mission

TEACHER'S LABOR BARGAINING ASSOCIATION; NEGOTIATES TEACHER'S CONTRACTS AND BENEFITS, AND PROVIDES EDUCATIONAL STRUCTURE AND WORKSHOPS FOR TRAINING OF TEACHERS.

Program Service Accomplishments

Program 1

THE PURPOSE OF THE ORGANIZATION IS TO PROMOTE AND IMPROVE THE WELFARE AND WORKING CONDITIONS OF MEMBERS AND FURTHERING THE EDUCATIONAL INTEREST OF THE COMMUNITY, STATE AND NATION.

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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 $22,592

Program Service Revenue $236,821

Investment Income $2,034

Other Revenue $215

TOTAL REVENUE $261,662

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,995

Fundraising Expenses $0

Other Expenses $229,777

TOTAL EXPENSES $240,772

Year-over-Year Comparison

	2024	2023	Change
Revenue	$261,662	$254,554	+0.0%
Expenses	$240,772	$255,202	-0.1%
Net Income	$20,890	$-648	-33.2%

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

N/A

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

$14,195

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA WILKINS	PRESIDENT	40.00	Officer	$3,095	$0	$3,095
ANNE SWEHLA-GARCIA	VICE PRESIDENT	10.00	Officer	$2,700	$0	$2,700
REBECCA PISANO	SECRETARY	10.00	Officer	$3,100	$0	$3,100
CINDY BROWNELL	TREASURER/NBTC COORDINATOR	15.00	Officer	$5,300	$0	$5,300

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	$261,662	$240,772	$587,501	$20,890
2024	$254,554	$255,202	$564,533	$-648
2023	$243,792	$202,347	$567,562	$41,445
2023	$243,792	$202,347	No data	$41,445
2022	$249,876	$250,342	$523,589	$-466
2021	$259,505	$216,936	$524,055	$42,569
2020	$264,593	$253,593	$481,486	$11,000
2019	$274,070	$285,592	$475,204	$-11,522
2018	$264,757	$285,560	$485,953	$-20,803