TEACHERS ASSOCIATION OF LONG BEACH (EIN 950627635) - 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

1948

Legal Domicile

Principal Officer

GERRY MORRISON

Phone

5624266433

Tax Period

2023-09-01 to 2024-08-31

TEACHERS ASSOCIATION OF LONG BEACH, founded in 1948, is a community nonprofit in the Employment sector that reported $1.7M in total revenue in fiscal year 2023.

Mission

PROTECTING TEACHERS' INTERESTS & IMPROVING TEACHERS WORKING CONDITIONS IN ORDER TO IMPROVE STUDENTS' LEARNING CONDITIONS THROUGH AGGRESSIVE ADVOCACY & PROVIDING INFORMATION AND TRAINING TO ITS MEMBERS.

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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 $1,656,982

Program Service Revenue $0

Investment Income $7,052

Other Revenue $296

TOTAL REVENUE $1,664,330

Expense Breakdown

Grants Paid $22,164

Salaries & Benefits $643,821

Fundraising Expenses $0

Program Expenses $1,810,223

Other Expenses $1,144,238

TOTAL EXPENSES $1,810,223

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,664,330	$1,591,051	+0.0%
Expenses	$1,810,223	$1,471,560	+0.2%
Net Income	$-145,893	$119,491	-2.2%

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

$359,443

Total Directors

$179,638

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GERRY MORRISON	PRESIDENT	40.00	Officer Director	$179,638	$0	$179,638
TERRENCE M BOOTH	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
JOHN SOLOMON	SECRETARY	5.00	Officer Director	$0	$0	$0
JOHN OLGIN	TREASURER	5.00	Officer Director	$0	$0	$0
MELODY HENRY	DIRECTOR	5.00	Director	$0	$0	$0
RACHEL BARAONA	DIRECTOR	5.00	Director	$0	$0	$0
ROBIN CREASON	DIRECTOR	5.00	Director	$0	$0	$0
RENEE BROWN	DIRECTOR	5.00	Director	$0	$0	$0
BERNICE BANARES	DIRECTOR	5.00	Director	$0	$0	$0
PEDER LARSEN	DIRECTOR	5.00	Director	$0	$0	$0
JASON GOLDFISCHER	DIRECTOR	5.00	Director	$0	$0	$0
MIMI KAO	DIRECTOR	5.00	Director	$0	$0	$0
WENDY EULO	DIRECTOR	5.00	Director	$0	$0	$0
ANNETTE QUINTERO	DIRECTOR	5.00	Director	$0	$0	$0
GRACE CASTRO	DIRECTOR	5.00	Director	$0	$0	$0
ROBERT RIGNEY	DIRECTOR	5.00	Director	$0	$0	$0
DONNA MANSELL	DIRECTOR	5.00	Director	$0	$0	$0
CHRIS CALLOPY	EXECUTIVE DIRECTOR	40.00	Officer	$179,805	$0	$179,805

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	$1,664,330	$1,810,223	$2,517,818	$-145,893
2023	$1,591,051	$1,471,560	$2,660,858	$119,491
2022	$1,562,987	$1,291,470	$2,522,188	$271,517
2021	$1,500,655	$1,302,380	$2,265,113	$198,275
2020	$1,462,109	$1,247,272	$2,026,098	$214,837
2019	$1,469,177	$1,324,142	$1,865,498	$145,035
2018	$1,522,444	$1,325,881	$1,686,292	$196,563

TEACHERS ASSOCIATION OF LONG BEACH