Montebello Teachers Association (EIN 951958952) - 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

1964

Legal Domicile

Principal Officer

David Navar

Phone

3237225005

Tax Period

2023-09-01 to 2024-08-31

Montebello Teachers Association, founded in 1964, is a small nonprofit that reported $682K in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $208K, a strong 30% operating margin.

Mission

TO PROMOTE THE WELFARE AND WORKING CONDITIONS OF THE ASSOCIATION'S ACTIVE AND RETIRED 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 $0

Program Service Revenue $676,520

Investment Income $4,601

Other Revenue $525

TOTAL REVENUE $681,646

Expense Breakdown

Grants Paid $0

Salaries & Benefits $338,138

Fundraising Expenses $0

Other Expenses $135,792

TOTAL EXPENSES $473,930

Year-over-Year Comparison

	2023	2022	Change
Revenue	$681,646	$780,236	-0.1%
Expenses	$473,930	$722,123	-0.3%
Net Income	$207,716	$58,113	+2.6%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Andy Shinn	Director	3.00	Director	$0	$0	$0
Alma Orta	Director	3.00	Director	$0	$0	$0
Erica Estrada	Director	3.00	Director	$0	$0	$0
Norma Gonzalez	Secretary	3.00	Officer Director	$0	$0	$0
Elizabeth Kocharian	Director	3.00	Director	$0	$0	$0
Melina Valenzuela	Director	3.00	Director	$0	$0	$0
Jeannette Alvarado	Director	3.00	Director	$0	$0	$0
Lisa Navarro-Gutierrez	Treasurer	3.00	Officer	$0	$0	$0
David Navar	President	40.00	Officer	$0	$0	$0
Jessica Zwaal	Vice President	3.00	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
2024	$681,646	$473,930	$1,195,901	$207,716
2023	$780,236	$722,123	$988,185	$58,113
2022	$726,447	$682,164	$930,072	$44,283
2021	$758,809	$588,220	$885,789	$170,589
2020	$601,898	$591,588	$715,200	$10,310
2019	$600,197	$600,083	$704,890	$114
2018	$595,294	$589,791	$704,776	$5,503

Montebello Teachers Association