Mt Diablo Education Association (EIN 941463275) - 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

1960

Legal Domicile

Phone

9256764664

Tax Period

2024-09-01 to 2025-08-31

Mt Diablo Education Association, founded in 1960, is a small nonprofit that reported $563K in total revenue in fiscal year 2024. Revenue surged 38% from the prior year, signaling strong growth momentum. The organization ran a surplus of $107K, a strong 19% operating margin.

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 (2024)

Revenue Breakdown

Contributions & Grants $539,601

Program Service Revenue $0

Investment Income $11,261

Other Revenue $12,379

TOTAL REVENUE $563,241

Expense Breakdown

Grants Paid $0

Salaries & Benefits $55,261

Fundraising Expenses $0

Other Expenses $400,606

TOTAL EXPENSES $455,867

Year-over-Year Comparison

	2024	2023	Change
Revenue	$563,241	$407,609	+0.4%
Expenses	$455,867	$419,639	+0.1%
Net Income	$107,374	$-12,030	-9.9%

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

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
Linda Ortega	President/CTA	40.00	Director	$0	$0	$0
Alissa Juarez	VP/Treas./CTA	40.00	Director	$0	$0	$0
Beverly Grafft	Secretary	5.00	Director	$0	$0	$0
Lori Shiota-Uno	Delegate	5.00	Director	$0	$0	$0
Edy Fairbanks	Delegate	5.00	Director	$0	$0	$0
Elaine Baker	Delegate	5.00	Director	$0	$0	$0
Jane Smith	Delegate	5.00	Director	$0	$0	$0
Craig Yen	Delegate	5.00	Director	$0	$0	$0
Jane Baulch-Enloe	Delegate	5.00	Director	$0	$0	$0
Sharon Simone	Delegate	5.00	Director	$0	$0	$0
Julia Jameyson	Delegate/CTA	5.00	Director	$0	$0	$0
Kipp Penovich	Delegate	5.00	Director	$0	$0	$0
Libby McDonagh	Delegate	5.00	Director	$0	$0	$0
Dan Reynolds	CTA Exec. Dir	5.00	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
2025	$563,241	$455,867	$618,482	$107,374
2024	$407,609	$419,639	$561,006	$-12,030
2023	$278,979	$414,403	$415,189	$-135,424
2022	$326,881	$334,713	$550,821	$-7,832
2021	$495,468	$431,915	$558,815	$63,553
2020	$236,838	$392,845	$495,632	$-156,007
2019	$390,913	$408,103	$652,745	$-17,190
2018	$555,492	$360,841	$670,341	$194,651

Mt Diablo Education Association