CALIFORNIA TEACHERS ASSOCIATION (EIN 940362310) - 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

1907

Legal Domicile

Principal Officer

DAVID GOLDBERG

Phone

6506971400

Tax Period

2023-09-01 to 2024-08-31

CALIFORNIA TEACHERS ASSOCIATION, founded in 1907, is a major nonprofit that reported $238.6M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $213.8M left a modest 10% surplus.

Mission

THE CALIFORNIA TEACHERS ASSOCIATION EXISTS TO PROTECT AND PROMOTE THE WELL-BEING OF ITS MEMBERS; TO IMPROVE THE CONDITIONS OF TEACHING AND LEARNING; TO ADVANCE THE CAUSE OF FREE, UNIVERSAL, AND QUALITY PUBLIC EDUCATION FOR ALL STUDENTS; TO ENSURE THAT THE HUMAN DIGNITY AND CIVIL RIGHTS OF ALL CHILDREN, YOUTH, AND ADULTS ARE PROTECTED; AND TO SECURE A MORE JUST, EQUITABLE, AND DEMOCRATIC SOCIETY.

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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 $0

Program Service Revenue $217,980,320

Investment Income $18,445,352

Other Revenue $2,210,321

TOTAL REVENUE $238,635,993

Expense Breakdown

Grants Paid $0

Salaries & Benefits $111,471,004

Fundraising Expenses $0

Other Expenses $102,300,679

TOTAL EXPENSES $213,771,683

Year-over-Year Comparison

	2023	2022	Change
Revenue	$238,635,993	$220,695,080	+0.1%
Expenses	$213,771,683	$195,860,668	+0.1%
Net Income	$24,864,310	$24,834,412	+0.0%

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

482

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

$875,048

Total Directors

$1,868,385

Key Employees

$984,596

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID B GOLDBERG	PRESIDENT	40.00	Officer Director	$228,913	$131,851	$360,764
LESLIE S LITTMAN	VICE PRESIDENT	40.00	Officer Director	$210,730	$119,485	$330,215
ERIKA L JONES	SECRETARY/TREASURER	40.00	Officer Director	$120,546	$63,523	$184,069
TAUNYA JACO	DIRECTOR (TO 6/25/24)	40.00	Director	$49,355	$6,294	$55,649
DENISE M BRADFORD	DIRECTOR	40.00	Director	$47,561	$6,077	$53,638
DEWAYNE T SHEAFFER	DIRECTOR	40.00	Director	$46,079	$7,146	$53,225
EVANGELINA RUIZ	DIRECTOR	40.00	Director	$46,556	$6,497	$53,053
JOSEPH A BARTELL	DIRECTOR	40.00	Director	$45,667	$7,146	$52,813
GREGORY T ABT	DIRECTOR	40.00	Director	$46,149	$6,497	$52,646
MARGARET GRANADO	DIRECTOR	40.00	Director	$45,602	$6,077	$51,679
JESSE M AGUILAR	DIRECTOR	40.00	Director	$44,918	$6,497	$51,415
MICHAEL A PATTERSON	DIRECTOR	40.00	Director	$44,335	$6,726	$51,061
CHRISTOPHER E BUSHEE	DIRECTOR	40.00	Director	$44,707	$6,272	$50,979
GREGORY E BONACCORSI	DIRECTOR (TO 6/25/24)	40.00	Director	$44,335	$6,497	$50,832
SHELLY Y GUPTON	DIRECTOR	40.00	Director	$44,335	$6,077	$50,412
ANGELA K NORMAND	DIRECTOR	40.00	Director	$43,918	$6,077	$49,995
KISHA BORDEN	DIRECTOR	40.00	Director	$43,144	$6,272	$49,416
ROBERT D ELLIS	DIRECTOR	40.00	Director	$43,185	$6,077	$49,262
VANCEDRIC WILLIAMS	DIRECTOR	40.00	Director	$42,186	$6,509	$48,695
ANGELA DER RAMOS	DIRECTOR	40.00	Director	$42,348	$5,786	$48,134
WENDY ECCLES	DIRECTOR	40.00	Director	$38,577	$4,839	$43,416
GRANT SCHUSTER	DIRECTOR	40.00	Director	$35,438	$3,766	$39,204
MELANIE A HOUSE	DIRECTOR	40.00	Director	$34,275	$3,538	$37,813
MARITZA AVILA	DIRECTOR (FROM 6/26/24)	40.00	Director	$0	$0	$0
MARIPAZ BERLIN	DIRECTOR (FROM 6/26/24)	40.00	Director	$0	$0	$0
WALTER J BOYD	EXECUTIVE DIRECTOR (TO 3/3/24)	40.00	Key Emp	$306,891	$228,925	$535,816
JEFFERY GOOD	EXECUTIVE DIRECTOR (FROM 3/4/24)	40.00	Key Emp	$253,351	$195,429	$448,780
WEI PAN	ASSOCIATE EXEC. DIR. / CONTROLLER	40.00	Highest	$309,650	$219,313	$528,963
REBECCA A ZOGLMAN	ASSOCIATE EXECUTIVE DIRECTOR	40.00	Highest	$307,438	$219,594	$527,032
JESUS QUINONEZ	LEGAL DIRECTOR (TO 10/2/23)	40.00	Highest	$307,558	$217,473	$525,031
LAURA P JURAN	ASSOCIATE EXEC. DIR. / CHIEF COUNSEL	40.00	Highest	$304,379	$217,719	$522,098
TERESA G HOLOMAN	ASSOCIATE EXECUTIVE DIRECTOR	40.00	Highest	$301,720	$216,913	$518,633
SERGIO MARTINEZ	FORMER DIRECTOR	0.00		$14,350	$4,565	$18,915
ROBERTA KREITZ	FORMER DIRECTOR	0.00		$11,360	$5,051	$16,411
ERNEST T BOYD	FORMER PRESIDENT	0.00		$205,084	$123,689	$328,773

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
2024	$238,635,993	$213,771,683	$588,311,039	$24,864,310
2023	$220,695,080	$195,860,668	$516,933,765	$24,834,412
2022	$224,210,575	$177,571,133	$471,653,266	$46,639,442
2021	$221,973,651	$182,799,550	$484,207,521	$39,174,101
2020	$212,287,334	$180,316,760	$412,870,368	$31,970,574
2019	$211,597,899	$179,501,547	$358,560,360	$32,096,352
2018	$209,018,052	$174,698,889	$334,494,349	$34,319,163

CALIFORNIA TEACHERS ASSOCIATION