California Teachers Association-SM… - 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

1974

Legal Domicile

Principal Officer

Craig Childress

Phone

6506389690

Tax Period

2023-09-01 to 2024-08-31

California Teachers Association-SMUHSDTA San Mateo Union HS District Teachers Ass, founded in 1974, is a small nonprofit that reported $335K in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $51K, a strong 15% operating margin.

Mission

Labor union

Program Service Accomplishments

Program 1

Expenses: $284,235 Revenue: $334,803

Negotiate annual teacher's contract, represent members with work related contract problems and communicate with members regarding all aspects of their work related responsibilities.

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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 $322,320

Investment Income $1,877

Other Revenue $10,606

TOTAL REVENUE $334,803

Expense Breakdown

Grants Paid $0

Salaries & Benefits $50,048

Fundraising Expenses $0

Program Expenses $284,235

Other Expenses $234,187

TOTAL EXPENSES $284,235

Year-over-Year Comparison

	2023	2022	Change
Revenue	$334,803	$260,522	+0.3%
Expenses	$284,235	$164,111	+0.7%
Net Income	$50,568	$96,411	-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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Craig Childress	President	10.00	Officer	$0	$0	$0
Rachel Lauderdale	VP/Treasurer	10.00	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
2025	No data	No data	No data	No data
2024	$334,803	$284,235	$755,631	$50,568
2023	$260,522	$164,111	$705,063	$96,411
2022	$290,443	$191,040	$608,652	$99,403
2021	$277,774	$274,221	$509,249	$3,553
2020	$258,392	$130,463	$505,696	$127,929
2019	$262,903	$176,273	No data	$86,630
2018	$217,115	$232,208	$304,664	$-15,093

California Teachers Association-SMUHSDTA San Mateo Union HS District Teachers Ass