SAN JUAN TEACHERS ASSOCIATION (EIN 941498717) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1962

Legal Domicile

Principal Officer

BARRY ROTH

Tax Period

2023-09-01 to 2024-08-31

SAN JUAN TEACHERS ASSOCIATION, founded in 1962, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $1.1M left a modest 4% surplus.

Mission

REPRESENT MEMBERS IN EMPLOYER/EMPLOYEE RELATIONS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,143,454

Program Service Revenue $0

Investment Income $35,421

Other Revenue $13,317

TOTAL REVENUE $1,192,192

Expense Breakdown

Grants Paid $0

Salaries & Benefits $846,634

Fundraising Expenses $0

Program Expenses $804,029

Other Expenses $295,686

TOTAL EXPENSES $1,142,320

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,192,192	$1,102,237	+0.1%
Expenses	$1,142,320	$1,171,409	0.0%
Net Income	$49,872	$-69,172	-1.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✓ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

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

$388,821

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHANNAN BROWN	EXECUTIVE DIRECTOR	40.00	Key Emp	$203,080	$0	$203,080
EDWARD BURGESS IX	ASSOC EXEC DIRECTOR	40.00	Key Emp	$185,741	$0	$185,741
MONICA BURLANDO	SECRETARYTREASURER	5.00	Officer	$0	$0	$0
BARRY ROTH	PRESIDENT	10.00	Officer	$0	$0	$0
ANGELA LUNA	VICE PRESIDENT	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	$1,192,192	$1,142,320	$1,952,615	$49,872
2023	$1,102,237	$1,171,409	$1,856,167	$-69,172
2022	$1,077,701	$1,031,987	$1,933,453	$45,714
2021	$1,076,995	$1,027,998	$1,862,951	$48,997
2020	$1,056,259	$904,886	$1,883,594	$151,373

SAN JUAN TEACHERS ASSOCIATION