United States of America Transactional Analysis Association

EIN: 943017723 501(c)(3)

GILROY, CA

Total Revenue
$65,913
Total Expenses
$41,822
Total Assets
$329,576
Net Assets
$328,825
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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
1986
Legal Domicile
CA
Principal Officer
Lucy Freedman
Phone
4088482293
Tax Period
2023-01-01 to 2023-12-31

United States of America Transactional Analysis Association, founded in 1986, is a micro nonprofit that reported $66K in total revenue in fiscal year 2023. Revenue surged 135% from the prior year, signaling strong growth momentum. The organization ran a surplus of $24K, a strong 37% operating margin.

Mission

Education, Training, Social Activities

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $6,995
Program Service Revenue $27,551
Investment Income $31,367
Other Revenue $0
TOTAL REVENUE $65,913

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $19,113
Other Expenses $41,822
TOTAL EXPENSES $41,822

Year-over-Year Comparison

2023 2022 Change
Revenue $65,913 $28,092 +1.3%
Expenses $41,822 $55,758 -0.2%
Net Income $24,091 $-27,666 -1.9%
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

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Governance

Voting Members
11
Independent Members
11
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
2
$0
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Catherine O'Brien President 008.00
Officer Director
$0 $0 $0
N/A Treasurer 008.00
Officer 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
2024 No data No data No data No data
2023 $65,913 $41,822 $329,576 $24,091
2022 $28,092 $55,758 $316,725 $-27,666
2021 $68,354 $16,164 $337,400 $52,190
2020 $63,802 $33,887 $285,210 $29,915
2019 $151,705 $136,777 $274,180 $14,928
2018 $31,984 $18,580 $229,760 $13,404
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