NORTH MONTEREY COUNTY FEDERATION OF TEACHERS LOCAL NO 4008 (EIN 770255631) - 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

1979

Legal Domicile

Principal Officer

KELLY MOORE

Phone

8312290593

Tax Period

2024-07-01 to 2025-06-30

NORTH MONTEREY COUNTY FEDERATION OF TEACHERS LOCAL NO 4008, founded in 1979, is a small nonprofit that reported $274K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year.

Mission

TO PROVIDE COLLECTIVE BARGAINING STRENGTH FOR TEACHERS IN TERMS OF COMPENSATION AND BENEFITS.

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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 $274,319

Investment Income $2

Other Revenue $0

TOTAL REVENUE $274,321

Expense Breakdown

Grants Paid $0

Salaries & Benefits $14,176

Fundraising Expenses $0

Other Expenses $262,445

TOTAL EXPENSES $276,621

Year-over-Year Comparison

	2024	2023	Change
Revenue	$274,321	$297,264	-0.1%
Expenses	$276,621	$381,808	-0.3%
Net Income	$-2,300	$-84,544	-1.0%

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

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

$12,800

Total Directors

$12,800

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELLY MOORE	PRESIDENT	2.00	Officer Director	$6,400	$0	$6,400
SARAH TURNER	VICE PRESIDENT	2.00	Officer Director	$2,400	$0	$2,400
JENNIFER CLAYTON	TREASURER	2.00	Officer Director	$1,600	$0	$1,600
BETHSY BOBADILLA	SITE REPRESENTATIVE	1.00	Director	$0	$0	$0
CASSANDRA CUELLAR	SITE REPRESENTATIVE	1.00	Director	$0	$0	$0
VIANNA ESPINOZA	SITE REPRESENTATIVE	1.00	Director	$0	$0	$0
STEPHANIE FLETCHER	SITE REPRESENTATIVE	1.00	Director	$0	$0	$0
CAROLYN GARRISON	SITE REPRESENTATIVE	1.00	Director	$0	$0	$0
TIMOTHY GOWER	SITE REPRESENTATIVE	1.00	Director	$0	$0	$0
MICHAEL GUTIERREZ	SITE REPRESENTATIVE	1.00	Director	$0	$0	$0
ERIN GRONER-NELSEN	SITE REPRESENTATIVE	1.00	Director	$0	$0	$0
KENT JOHNSON	SITE REPRESENTATIVE	1.00	Director	$0	$0	$0
CYNTHIA LIPSIG	SITE REPRESENTATIVE	1.00	Director	$0	$0	$0
MICHAEL RICHARDSON	SITE REPRESENTATIVE	1.00	Director	$0	$0	$0
ROBERT VEACH	SITE REPRESENTATIVE	1.00	Director	$0	$0	$0
JENNIFER NEWMAN	SECRETARY	2.00	Officer Director	$2,400	$0	$2,400

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	$274,321	$276,621	$38,126	$-2,300
2024	$297,264	$381,808	$40,426	$-84,544
2023	$293,181	$223,403	$124,969	$69,778
2022	$290,259	$287,980	$55,191	$2,279
2021	$257,734	$239,745	$52,912	$17,989
2020	$267,131	$256,395	$34,923	$10,736
2019	$294,440	$286,116	$24,187	$8,324

NORTH MONTEREY COUNTY FEDERATION OF TEACHERS LOCAL NO 4008