CUPERTINO EDUCATION ASSOCIATION

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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

1964

Legal Domicile

Principal Officer

KATHERINE LEE

Phone

4082572122

Tax Period

2024-09-01 to 2025-08-31

CUPERTINO EDUCATION ASSOCIATION, founded in 1964, is a small nonprofit that reported $314K in total revenue in fiscal year 2024. Revenue surged 61% from the prior year, signaling strong growth momentum. The organization ran a surplus of $107K, a strong 34% operating margin.

Mission

PROVIDE UNION REPRESENTATION FOR CERTIFICATED SCHOOL TEACHERS.

Program Service Accomplishments

Program 1

THE ORGANIZATION IS THE UNION FOR CERTIFICATED TEACHERS IN THE CUPERTINO UNION SCHOOL DISTRICT. IT NEGOTIATES TEACHER CONTRACTS AND DISSEMINATES INFORMATION TO THE MEMBERS.

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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 $188,315

Investment Income $125,480

Other Revenue $200

TOTAL REVENUE $313,995

Expense Breakdown

Grants Paid $0

Salaries & Benefits $114,832

Fundraising Expenses $0

Other Expenses $91,913

TOTAL EXPENSES $206,745

Year-over-Year Comparison

	2024	2023	Change
Revenue	$313,995	$195,302	+0.6%
Expenses	$206,745	$213,179	0.0%
Net Income	$107,250	$-17,877	-7.0%

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

$5,530

Total Directors

$6,490

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATE LEE	President	40.00	Officer Director	$2,800	$0	$2,800
MARC KULLA	Vice President	1.00	Officer Director	$1,100	$0	$1,100
MARY ANN CUNNINGHAM	3-5 Director	1.00	Director	$960	$0	$960
SUSAN HANSEN	Treasurer	2.00	Officer Director	$960	$0	$960
KIM JAMES	Secretary	1.00	Officer Director	$670	$0	$670
CHRIS ROELS	TK-2 DIRECTOR	1.00	Director	$0	$0	$0
JOCELYN SU	WELFARE COMM	1.00	Director	$0	$0	$0
MICHELLE MANDEVILLE	MID SCHL DIRECT	1.00	Director	$0	$0	$0
MELISSA HICKMAN	HEALTH COMM	1.00	Director	$0	$0	$0
HELEN SUNG	SPEC ED DIRECTR	1.00	Director	$0	$0	$0
MICHELLE MOMII	COMM DIRECTOR	1.00	Director	$0	$0	$0
WAYNE YEUNG	COMM DIRECTOR	1.00	Director	$0	$0	$0
STEVEN GREENFIELD	PAC CHAIR	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
2025	$313,995	$206,745	$940,320	$107,250
2024	$195,302	$213,179	$893,498	$-17,877
2023	$209,033	$222,651	$847,863	$-13,618
2022	$211,321	$216,604	$864,468	$-5,283
2021	$238,834	$220,329	$964,867	$18,505
2020	$222,845	$219,134	$892,089	$3,711
2019	$243,743	$250,018	$825,679	$-6,275
2018	$246,232	$258,366	$838,569	$-12,134