CALIF TEACHERS ASSNMONTEREY BAY TE… - Form 990 Financial Data

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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

1977

Legal Domicile

Principal Officer

ROSALYN BOOK HOFFMANN

Tax Period

2021-09-01 to 2022-08-31

CALIF TEACHERS ASSNMONTEREY BAY TEACHERS, founded in 1977, is a small nonprofit that reported $190K in total revenue in fiscal year 2021. Revenue decreased 14% compared to the prior year. Expenses of $174K left a modest 8% surplus.

Mission

Represent the interest of teachers employed by the Monterey Peninsula Unified School District

Program Service Accomplishments

Program 1

Expenses: $174,042 Revenue: $189,683

1. Provided social activities for teachers and awardthose who are active in the Association. Also awarded scholarships to students who are dependents of members or students who plan to become...

1. Provided social activities for teachers and awardthose who are active in the Association. Also awarded scholarships to students who are dependents of members or students who plan to become teachers.2. Reimbursed members for out of pocket expenses incurred while representing the association.3. Paid accounting, audit, and other professional fees.4. Paid for Presidents full-time release from teaching to represent the teachers of MPUSD.

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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 (2021)

Revenue Breakdown

Contributions & Grants $177,512

Program Service Revenue $0

Investment Income $12,172

Other Revenue $0

TOTAL REVENUE $189,684

Expense Breakdown

Grants Paid $0

Salaries & Benefits $118,656

Fundraising Expenses $0

Program Expenses $174,042

Other Expenses $55,386

TOTAL EXPENSES $174,042

Year-over-Year Comparison

	2021	2020	Change
Revenue	$189,684	$219,929	-0.1%
Expenses	$174,042	$189,623	-0.1%
Net Income	$15,642	$30,306	-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

100

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
TOM GRYCH	PAST PRESIDENT	2.00	Officer	$0	$0	$0
NICOLA WILLIAMS	PRESIDENT	50.00	Officer	$0	$0	$0
ROSALYN BOOK HOFFMANN	SECRETARYTREASURER	4.00	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
2022	$189,684	$174,042	$277,363	$15,642
2021	$219,929	$189,623	$288,954	$30,306
2020	$172,738	$193,394	$260,872	$-20,656
2019	$167,550	$209,458	$280,205	$-41,908

CALIF TEACHERS ASSNMONTEREY BAY TEACHERS