San Jose Teachers Association (EIN 941491317) - 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

1956

Legal Domicile

Phone

4082670411

Tax Period

2023-09-01 to 2024-08-31

San Jose Teachers Association, founded in 1956, is a small nonprofit that reported $654K in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. Net assets of $1.6M represent 29 months of operating reserves.

Mission

Dedicated to advancing the employment rights and professional interests of the teachers and other professional employees in the San Jos Unified School District.

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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 $93,937

Program Service Revenue $520,511

Investment Income $26,878

Other Revenue $12,220

TOTAL REVENUE $653,546

Expense Breakdown

Grants Paid $0

Salaries & Benefits $125,998

Fundraising Expenses $0

Program Expenses $551,949

Other Expenses $568,646

TOTAL EXPENSES $694,644

Year-over-Year Comparison

	2023	2022	Change
Revenue	$653,546	$541,371	+0.2%
Expenses	$694,644	$569,643	+0.2%
Net Income	$-41,098	$-28,272	+0.5%

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

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

$15,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Renata Sanchez	President	40.00	Officer	$15,000	$0	$15,000
Melissa Urbain	Vice President	5.00	Officer	$0	$0	$0
Allison Medlin	Secretary	5.00	Officer	$0	$0	$0
Yolanda Guerra	Director	5.00	Officer	$0	$0	$0
Christopher Eikenberry	Director	5.00	Officer	$0	$0	$0
Erin McGauley Hebard	Director	5.00	Officer	$0	$0	$0
Susan Seyan	Director	5.00	Officer	$0	$0	$0
Veena Naveen	Executive Dir.	5.00	Officer	$0	$0	$0
Joanne Ayar	Director	5.00	Officer	$0	$0	$0
Wendy Savinar-Espinoza	Director	5.00	Officer	$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	$653,546	$694,644	$1,606,137	$-41,098
2023	$541,371	$569,643	$1,621,253	$-28,272
2022	$500,640	$580,477	$1,657,721	$-79,837
2021	$503,367	$476,874	$1,964,515	$26,493
2020	$493,119	$569,214	$1,890,051	$-76,095
2019	$499,656	$612,347	$1,942,156	$-112,691
2018	$487,828	$572,318	$2,111,763	$-84,490

San Jose Teachers Association