Vista Teachers Association

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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

1967

Legal Domicile

Principal Officer

Keri Avila

Phone

7607582690

Tax Period

2020-09-01 to 2021-08-31

Vista Teachers Association, founded in 1967, is a small nonprofit in the Employment sector that reported $309K in total revenue in fiscal year 2020. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $293K left a modest 5% surplus.

Mission

Protect and promote well being of members and advance public education.

Program Service Accomplishments

Program 1

Expenses: $235,287 Revenue: $308,901

To be the exclusive representative of appropriate bargaining units of school employees of the Vista Unified School District in all matters related to employment conditions and employer-employee...

To be the exclusive representative of appropriate bargaining units of school employees of the Vista Unified School District in all matters related to employment conditions and employer-employee relations including, but not limited to, wages, hours and other terms and conditions of employment and other specific purposes. At year end the Association has approximately 1,100 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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $308,901

Investment Income $94

Other Revenue $0

TOTAL REVENUE $308,995

Expense Breakdown

Grants Paid $0

Salaries & Benefits $73,271

Fundraising Expenses $0

Program Expenses $235,287

Other Expenses $219,660

TOTAL EXPENSES $292,931

Year-over-Year Comparison

	2020	2019	Change
Revenue	$308,995	$269,836	+0.1%
Expenses	$292,931	$285,869	+0.0%
Net Income	$16,064	$-16,033	-2.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tod Critchlow	President	40.00	Officer Director	$0	$0	$0
Keri Avila	Vice President	10.00	Officer Director	$0	$0	$0
Debi Wheelock	Treasurer	10.00	Officer Director	$0	$0	$0
Valerie Robinson	Secretary	10.00	Officer Director	$0	$0	$0
Kay Peterson	Director	2.00	Director	$0	$0	$0
Carisa Froelich	Director	2.00	Director	$0	$0	$0
Todd Mehrer	Director	2.00	Director	$0	$0	$0
Megan Bishop	Director	2.00	Director	$0	$0	$0
Marcelo Kim	Director	2.00	Director	$0	$0	$0
Reed Monson	Director	2.00	Director	$0	$0	$0
Terry Hastings	Director	2.00	Director	$0	$0	$0
Kathy Rallings	Director	2.00	Director	$0	$0	$0
Reagan Duncan	Director	2.00	Director	$0	$0	$0
Patrick Emaus	Director	2.00	Director	$0	$0	$0
Valerie Holseth	Director	2.00	Director	$0	$0	$0
Laurie Kania	Director	2.00	Director	$0	$0	$0
Erin Dayus	Director	2.00	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
2021	$308,995	$292,931	$133,978	$16,064
2020	$269,836	$285,869	$130,823	$-16,033
2019	$243,534	$314,952	$148,094	$-71,418
2018	$288,681	$308,029	$207,443	$-19,348