CALIFORNIA TEACHERS ASSOCIATION (EIN 680135390) - 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

1986

Legal Domicile

Principal Officer

TRAVIS MOUGEOTTE

Phone

9165213474

Tax Period

2024-09-01 to 2025-08-31

CALIFORNIA TEACHERS ASSOCIATION, founded in 1986, is a small nonprofit that reported $213K in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $191K left a modest 11% surplus.

Mission

THE REPRESENTATION OF TEACHERS. REPRESENT THE TEACHERS IN THE ROCKLIN UNIFIED SCHOOL DISTRICT.

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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 $163,426

Program Service Revenue $0

Investment Income $0

Other Revenue $49,900

TOTAL REVENUE $213,326

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $56,948

Other Expenses $190,872

TOTAL EXPENSES $190,872

Year-over-Year Comparison

	2024	2023	Change
Revenue	$213,326	$162,492	+0.3%
Expenses	$190,872	$176,047	+0.1%
Net Income	$22,454	$-13,555	-2.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRAVIS MOUGEOTTE	PRESIDENT	4.00	Officer	$0	$0	$0
KARI USTASZEWSKI-BEGLEY	VICE PRESIDENT	4.00	Officer	$0	$0	$0
HEATHER WINTER	TREASURER	4.00	Officer	$0	$0	$0
JULIE BUDGE	SECRETARY	4.00	Officer	$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	$213,326	$190,872	$129,786	$22,454

CALIFORNIA TEACHERS ASSOCIATION