Thompson 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

1975

Legal Domicile

Tax Period

2023-09-01 to 2024-08-31

Thompson Education Association, founded in 1975, is a small nonprofit that reported $366K in total revenue in fiscal year 2023.

Mission

The Organization represents about 650 Teachers & other Educational Professionals in the implementing, improving and coordinating programs of the profession.

Program Service Accomplishments

Program 1

Expenses: $278,455

Negoiations, Crystl Apple Committee, Read Across American Committe, Insurance, CEA Delegate Assembly, NEA Representation Assembly, Leadership and Professional Development

Program 2

Expenses: $95,471

(400,401)Membership(1200-1202) Member Rights & Partners in Advocacy(1900-1904) Conferences Conventions & Meetings(1701) Professional Development

Program 3

Expenses: $23,867

(012) Donations Income(200) Scholarships(2405) Charitable Expenses

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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 $360,485

Program Service Revenue $0

Investment Income $171

Other Revenue $4,950

TOTAL REVENUE $365,606

Expense Breakdown

Grants Paid $0

Salaries & Benefits $59,967

Fundraising Expenses $0

Program Expenses $397,793

Other Expenses $337,826

TOTAL EXPENSES $397,793

Year-over-Year Comparison

	2023	2022	Change
Revenue	$365,606	$345,910	+0.1%
Expenses	$397,793	$360,021	+0.1%
Net Income	$-32,187	$-14,111	+1.3%

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
Todd Bessey	Treasurer	5.00	Officer Director	$0	$0	$0
Lindy Jones	Membership	3.00	Officer Director	$0	$0	$0
Kayla Steele	Vice President	10.00	Officer Director	$0	$0	$0
Tawni Wilder	Communications Chair	5.00	Officer Director	$0	$0	$0
Sue Teumer	President	50.00	Officer Director	$0	$0	$0
Jill Date	Secretary	3.00	Officer Director	$0	$0	$0
Richy Lynn	Member Rights	3.00	Officer 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	$365,606	$397,793	$346,810	$-32,187
2023	$345,910	$360,021	$378,997	$-14,111
2022	$320,028	$254,150	$393,108	$65,878
2021	$305,795	$306,084	$326,941	$-289
2020	$254,094	$270,058	$327,230	$-15,964