UNITED TEACHERS OF SANTA CLARA (EIN 941624553) - 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

1966

Legal Domicile

Principal Officer

RYAN AOTO

Phone

4083209137

Tax Period

2024-09-01 to 2025-08-31

UNITED TEACHERS OF SANTA CLARA, founded in 1966, is a small nonprofit that reported $283K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $100K, a strong 35% operating margin.

Mission

PROVIDE UNION REPRESENTATION FOR CERTIFICATED SCHOOL TEACHERS.

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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 $266,175

Investment Income $17,081

Other Revenue $0

TOTAL REVENUE $283,256

Expense Breakdown

Grants Paid $8,584

Salaries & Benefits $64,745

Fundraising Expenses $0

Other Expenses $109,743

TOTAL EXPENSES $183,072

Year-over-Year Comparison

	2024	2023	Change
Revenue	$283,256	$256,051	+0.1%
Expenses	$183,072	$354,853	-0.5%
Net Income	$100,184	$-98,802	-2.0%

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

$13,900

Total Directors

$30,225

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARGIE WYSOCKI	President	5.00	Officer Director	$6,600	$0	$6,600
IAN JACKSON	Vice President	1.00	Officer Director	$5,000	$0	$5,000
LESLIE ANGULO	CLUSTER DIRECTO	1.00	Director	$2,800	$0	$2,800
MYDZUNG BUI	CLUSTER DIRECTO	1.00	Director	$1,900	$0	$1,900
ARLEEN LLANES	CLUSTER DIRECTO	1.00	Director	$1,800	$0	$1,800
ANN-MARIE SIERRA	BARGANING CHAIR	1.00	Director	$1,667	$0	$1,667
DEMETRIUS ASEKOMEH	STATE COUNCIL	1.00	Director	$1,629	$0	$1,629
ANGELA ALFEROS	STATE COUNCIL	1.00	Director	$1,629	$0	$1,629
LINDA BERGER	CLUSTER DIRECTO	1.00	Officer Director	$1,300	$0	$1,300
MICHELE HOPPER	CLUSTER DIRECTO	1.00	Director	$1,300	$0	$1,300
FERNANDO TREJO-LOZANO	CLUSTER DIRECTO	1.00	Director	$1,300	$0	$1,300
DAVID BORZILLO	CLUSTER DIRECTO	1.00	Director	$1,300	$0	$1,300
LAURIN LAROCCA	Secretary	5.00	Director	$1,000	$0	$1,000
RYAN AOTO	Treasurer	1.00	Officer Director	$1,000	$0	$1,000
JEFFERY BRYANT	Cluster directr	1.00	Director	$0	$0	$0
DANIEL SKAPINSKY	CLUSTER DIRECTO	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	$283,256	$183,072	$907,117	$100,184
2024	$256,051	$354,853	$807,202	$-98,802
2023	$264,168	$215,261	$905,805	$48,907
2022	$246,486	$244,303	$857,164	$2,183
2021	$264,102	$228,860	$854,961	$35,242
2020	$353,327	$196,925	$819,403	$156,402
2019	$267,226	$183,763	$663,001	$83,463
2018	$299,700	$144,573	$579,538	$155,127

UNITED TEACHERS OF SANTA CLARA