Oakland Education Association (EIN 941330958) - 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

1921

Legal Domicile

Phone

5107634020

Tax Period

2023-09-01 to 2024-08-31

Oakland Education Association, founded in 1921, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2023. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $374K, a strong 27% operating margin.

Mission

The Oakland Education Association represents 2800 teachers, counselors, nurses, psychologists, librarians, speech pathologists, social workers and substitute teachers in K-12, Early Childhood and Adult Education.

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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 $249,439

Program Service Revenue $1,006,445

Investment Income $3,072

Other Revenue $124,824

TOTAL REVENUE $1,383,780

Expense Breakdown

Grants Paid $0

Salaries & Benefits $53,759

Fundraising Expenses $0

Other Expenses $956,285

TOTAL EXPENSES $1,010,044

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,383,780	$1,067,042	+0.3%
Expenses	$1,010,044	$1,486,762	-0.3%
Net Income	$373,736	$-419,720	-1.9%

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

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
Ismael Armendariz	President	60.00	Director	$0	$0	$0
Olivia Udovic	1st Vice Pres.	60.00	Director	$0	$0	$0
Kampala Taiz-Rancifer	2nd Vice Pres.	60.00	Director	$0	$0	$0
Vilma Serrano	Treasurer	20.00	Director	$0	$0	$0
Carrie Anderson	Secretary	20.00	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
2024	$1,383,780	$1,010,044	$953,216	$373,736
2023	$1,067,042	$1,486,762	$845,603	$-419,720
2022	$1,233,770	$1,084,504	$1,104,659	$149,266
2021	$966,286	$975,663	$1,087,512	$-9,377
2020	$812,685	$897,701	$1,207,770	$-85,016
2019	$919,357	$1,289,205	$1,098,885	$-369,848
2019	$919,357	$1,289,205	$1,098,885	$-369,848
2019	$919,648	$1,210,054	$1,107,232	$-290,406
2018	$625,808	$659,880	$1,394,363	$-34,072

Oakland Education Association