PALO ALTO EDUCATORS ASSOCIATION (EIN 941567425) - 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

Legal Domicile

Phone

6502487929

Tax Period

2023-09-01 to 2024-08-31

PALO ALTO EDUCATORS ASSOCIATION is a small nonprofit that reported $264K in total revenue in fiscal year 2023. Expenses of $324K exceeded revenue, resulting in a 23% operating deficit.

Mission

To negotiate, enforce, and defend the collective bargaining agreement. To provide information and training regarding benefits and responsibilities for teachers in the union.

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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 $0

Program Service Revenue $263,685

Investment Income $68

Other Revenue $0

TOTAL REVENUE $263,753

Expense Breakdown

Grants Paid $0

Salaries & Benefits $76,249

Fundraising Expenses $0

Other Expenses $248,214

TOTAL EXPENSES $324,463

Year-over-Year Comparison

	2023	2022	Change
Revenue	$263,753	$245,206	+0.1%
Expenses	$324,463	$280,619	+0.2%
Net Income	$-60,710	$-35,413	+0.7%

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

N/A

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

$25,073

Total Directors

$25,073

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THERESA BALDWIN	President	32.00	Officer Director	$12,000	$0	$12,000
KORYNNE HEADLEY	Secretary	2.00	Officer Director	$5,099	$0	$5,099
DAVID TOMATIS	Treasurer	2.00	Officer Director	$4,000	$0	$4,000
TOM CULBERTSON	Vice President	2.00	Officer Director	$3,974	$0	$3,974

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	$263,753	$324,463	$81,808	$-60,710
2023	$245,206	$280,619	$142,518	$-35,413
2022	$222,849	$304,623	$177,931	$-81,774
2021	$222,413	$185,602	$242,185	$36,811
2020	$201,714	$231,433	$205,374	$-29,719

PALO ALTO EDUCATORS ASSOCIATION