ORANGE UNIFIED EDUCATION ASSOCIATION (EIN 952377605) - 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

KARIN BARONE

Phone

7142881288

Tax Period

2023-09-01 to 2024-08-31

ORANGE UNIFIED EDUCATION ASSOCIATION, founded in 1964, is a small nonprofit that reported $399K in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $372K left a modest 7% surplus.

Mission

SERVE ITS TEACHER MEMBERS THROUGH BARGAINING AND NEGOTIATIONS

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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 $390,377

Investment Income $8,264

Other Revenue $0

TOTAL REVENUE $398,641

Expense Breakdown

Grants Paid $0

Salaries & Benefits $135,524

Fundraising Expenses $0

Other Expenses $236,966

TOTAL EXPENSES $372,490

Year-over-Year Comparison

	2023	2022	Change
Revenue	$398,641	$335,300	+0.2%
Expenses	$372,490	$320,482	+0.2%
Net Income	$26,151	$14,818	+0.8%

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

$12,700

Total Directors

$3,905

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREG GOODLANDER	PRESIDENT	30.00	Officer	$10,000	$0	$10,000
KARIN BARONE	VICE PRESIDENT	5.00	Officer	$2,000	$0	$2,000
JENNIFER GREENWALT	SECRETARY	5.00	Officer	$0	$0	$0
GARY SCHLOSSNAGLE	TREASURER	5.00	Officer	$700	$0	$700
MARY ANN BALLESTERO	DIRECTOR	5.00	Director	$770	$0	$770
SHARON MCALEER	DIRECTOR	5.00	Director	$700	$0	$700
MARY MCCULLOUGH	DIRECTOR	5.00	Director	$315	$0	$315
HEATHER CHAPMAN	DIRECTOR	5.00	Director	$1,770	$0	$1,770
ANITA OLSON	DIRECTOR	5.00	Director	$350	$0	$350

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	$398,641	$372,490	$461,640	$26,151
2023	$335,300	$320,482	$434,104	$14,818
2022	$336,803	$284,571	$425,842	$52,232
2021	$275,206	$358,037	$372,790	$-82,831
2020	$282,599	$423,174	$457,541	$-140,575
2019	$295,005	$350,672	$606,553	$-55,667
2018	$296,467	$332,491	$648,549	$-36,024

ORANGE UNIFIED EDUCATION ASSOCIATION