San Diego Education Association (EIN 951185804) - 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

1951

Legal Domicile

Principal Officer

Kyle Weinberg

Phone

6192834411

Tax Period

2024-09-01 to 2025-08-31

San Diego Education Association, founded in 1951, is a community nonprofit that reported $4.7M in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.5M, a strong 31% operating margin.

Mission

Represent Union 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $3,654,098

Investment Income $159,717

Other Revenue $910,120

TOTAL REVENUE $4,723,935

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,698,874

Fundraising Expenses $0

Program Expenses $2,823,210

Other Expenses $539,494

TOTAL EXPENSES $3,238,368

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,723,935	$4,022,214	+0.2%
Expenses	$3,238,368	$3,148,404	+0.0%
Net Income	$1,485,567	$873,810	+0.7%

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

$12,865

Total Directors

$12,865

Key Employees

$308,089

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kyle Weinberg	President	40.00	Officer Director	$4,260	$0	$4,260
Monique Barret	Vice President	40.00	Officer Director	$1,775	$0	$1,775
Sarah Darr	Secretary	5.00	Officer Director	$2,270	$0	$2,270
Lisa Morris	Treasurer	5.00	Officer Director	$4,560	$0	$4,560
Jessica Arreguin	Director	2.00	Director	$0	$0	$0
Amy Childs	Director	2.00	Director	$0	$0	$0
Allison Paredes	Director	2.00	Director	$0	$0	$0
David C Hickenbottom	Director	2.00	Director	$0	$0	$0
Mary Belmontez	Director	2.00	Director	$0	$0	$0
Matthew Schneck	Director	2.00	Director	$0	$0	$0
Molley Beth Stewart	Director	2.00	Director	$0	$0	$0
Amy Thomas	Director	2.00	Director	$0	$0	$0
Jessica Moore	Director	2.00	Director	$0	$0	$0
Samantha Cruz	Director	2.00	Director	$0	$0	$0
Kimberly Allard	Director	2.00	Director	$0	$0	$0
Anthony Saavedra	Executive Director	40.00	Officer	$0	$0	$0
Morgan Thornberry	UFO	40.00	Key Emp	$170,108	$137,981	$308,089
Jonathon Mello	UFO	40.00	Highest	$118,564	$86,969	$205,533
Michael Devries	UFO	40.00	Highest	$131,882	$108,054	$239,936
Eva Reyes	Controller	40.00	Highest	$115,877	$93,354	$209,231
Sara Holerud	UFO	40.00	Highest	$146,665	$126,705	$273,370
Rafal Dobrowolski	UFO	40.00	Highest	$105,965	$105,615	$211,580

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	$4,723,935	$3,238,368	$6,595,849	$1,485,567
2024	$4,022,214	$3,148,404	$5,935,234	$873,810
2023	$3,397,793	$3,038,843	$4,298,664	$358,950
2022	$2,995,523	$2,830,243	$3,000,891	$165,280
2021	$2,906,309	$2,844,127	$2,939,961	$62,182
2020	$3,132,270	$2,695,970	$2,844,770	$436,300
2019	$2,820,367	$2,744,222	$2,441,998	$76,145
2018	$3,205,548	$2,927,473	$2,352,546	$278,075

San Diego Education Association