United Teachers of Richmond (EIN 941458830) - 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

1966

Legal Domicile

Phone

5102225112

Tax Period

2023-09-01 to 2024-08-31

United Teachers of Richmond, founded in 1966, is a small nonprofit that reported $569K in total revenue in fiscal year 2023. Revenue decreased 19% compared to the prior year. Expenses of $724K exceeded revenue, resulting in a 27% operating deficit.

Mission

Labor organization for teachers.

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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 $563,902

Program Service Revenue $0

Investment Income $4,917

Other Revenue $0

TOTAL REVENUE $568,819

Expense Breakdown

Grants Paid $0

Salaries & Benefits $135,231

Fundraising Expenses $0

Other Expenses $588,759

TOTAL EXPENSES $723,990

Year-over-Year Comparison

	2023	2022	Change
Revenue	$568,819	$700,199	-0.2%
Expenses	$723,990	$854,202	-0.2%
Net Income	$-155,171	$-154,003	+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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Francisco Ortiz	President	1.00	Officer Director	$0	$0	$0
Gabby Micheletti	Vice President	1.00	Officer Director	$0	$0	$0
Juanita Flores-Mejia	Treasurer	1.00	Officer Director	$0	$0	$0
Tara Fay	Secretary	1.00	Officer Director	$0	$0	$0
Cathy Baker	Director	1.00	Director	$0	$0	$0
Brett Lackey	Director	1.00	Director	$0	$0	$0
Emilia Calderon	Director	1.00	Director	$0	$0	$0
Colleen Ballantine	Director	1.00	Director	$0	$0	$0
Jeffrey Bean	Director	1.00	Director	$0	$0	$0
Cantika Sasono	Director	1.00	Director	$0	$0	$0
Helen Kang	Director	1.00	Director	$0	$0	$0
Robert Ellis	Director	1.00	Director	$0	$0	$0
Iraida Santillan	Director	1.00	Director	$0	$0	$0
Sam Cleare	Director	1.00	Director	$0	$0	$0
Andrea Livinghouse	Director	1.00	Director	$0	$0	$0
Raka Ray	Director	1.00	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	$568,819	$723,990	$1,025,597	$-155,171
2024	$568,819	$723,990	$1,025,597	$-155,171
2023	$700,199	$854,202	$1,261,645	$-154,003
2022	$499,388	$199,769	$1,194,509	$299,619
2021	$559,293	$347,542	$894,890	$211,751
2020	$524,616	$296,140	$683,139	$228,476
2019	$334,242	$293,358	$454,663	$40,884
2018	$337,483	$375,275	$413,779	$-37,792

United Teachers of Richmond