California Teachers Association-SMETA San Mateo Elementary Teachers Assoc (EIN 941650848) - 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

1978

Legal Domicile

Principal Officer

Katherine Pratt

Phone

6505589690

Tax Period

2023-09-01 to 2024-08-31

California Teachers Association-SMETA San Mateo Elementary Teachers Assoc, founded in 1978, is a small nonprofit that reported $219K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $53K, a strong 24% operating margin.

Mission

Labor 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 $5,180

Program Service Revenue $203,764

Investment Income $847

Other Revenue $9,358

TOTAL REVENUE $219,149

Expense Breakdown

Grants Paid $3,380

Salaries & Benefits $62,119

Fundraising Expenses $0

Program Expenses $166,310

Other Expenses $100,811

TOTAL EXPENSES $166,310

Year-over-Year Comparison

	2023	2022	Change
Revenue	$219,149	$188,183	+0.2%
Expenses	$166,310	$160,275	+0.0%
Net Income	$52,839	$27,908	+0.9%

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

$8,811

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Katherine Pratt	President	10.00	Officer	$6,119	$0	$6,119
Lisa Fahey	Vice President	10.00	Officer	$1,958	$0	$1,958
Anya Wasko	Treasurer	10.00	Officer	$734	$0	$734

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	$219,149	$166,310	$430,908	$52,839
2022	$212,857	$164,850	$350,961	$48,007
2021	$226,414	$172,566	$302,954	$53,848
2020	$211,522	$169,772	$254,106	$41,750
2019	$200,857	$117,414	No data	$83,443

California Teachers Association-SMETA San Mateo Elementary Teachers Assoc