FRESNO TEACHERS ASSOCIATION (EIN 941450149) - 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

1965

Legal Domicile

Phone

5592248430

Tax Period

2024-09-01 to 2025-08-31

FRESNO TEACHERS ASSOCIATION, founded in 1965, is a community nonprofit that reported $2.8M in total revenue in fiscal year 2024. Expenses of $2.5M left a modest 13% surplus.

Mission

REPRESENTATION OF THE MEMBERS OF THE ASSOCIATION IN THEIR RELATIONS WITH THEIR EMPLOYER.

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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 $1,616,303

Investment Income $41,073

Other Revenue $1,172,870

TOTAL REVENUE $2,830,246

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,799,724

Fundraising Expenses $0

Other Expenses $674,303

TOTAL EXPENSES $2,474,027

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,830,246	$2,915,954	0.0%
Expenses	$2,474,027	$2,541,151	0.0%
Net Income	$356,219	$374,803	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

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

$410,733

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROM ORM	DIRECTOR	1.00	Director	$0	$0	$0
MARISA RODRIGUEZ	DIRECTOR	1.00	Director	$0	$0	$0
MEGHAN SCHIMMEL	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL DUNLOP	DIRECTOR	1.00	Director	$0	$0	$0
JOSE SANDOVAL	DIRECTOR	1.00	Director	$0	$0	$0
JON BATH	DIRECTOR	1.00	Director	$0	$0	$0
PETER BECK	VICE PRESIDENT	1.00	Officer	$0	$0	$0
TAMERA SMITH	TREASURER	3.00	Officer	$0	$0	$0
TRISH RENFRO	SECRETARY	1.00	Officer	$0	$0	$0
MANUEL BONILLA	PRESIDENT	45.00	Officer	$0	$0	$0
LOUIS JAMERSON	EXECUTIVE DIR.	45.00	Key Emp	$240,580	$170,153	$410,733

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	$2,830,246	$2,474,027	$5,219,873	$356,219
2024	$2,915,954	$2,541,151	$4,903,642	$374,803
2023	$2,603,939	$2,586,722	$4,596,418	$17,217
2022	$2,385,113	$1,967,396	$4,531,928	$417,717
2021	$2,321,656	$1,731,774	$4,001,068	$589,882
2020	$2,280,193	$1,566,351	$3,428,652	$713,842
2019	$2,258,219	$1,327,131	$2,663,543	$931,088
2018	$1,945,753	$2,014,237	$1,817,668	$-68,484

FRESNO TEACHERS ASSOCIATION