LA MESA-SPRING VALLEY TEACHERS ASSN

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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

1968

Legal Domicile

Principal Officer

KATHERINE SHEETS

Phone

6194603465

Tax Period

2024-09-01 to 2025-08-31

LA MESA-SPRING VALLEY TEACHERS ASSN, founded in 1968, is a small nonprofit that reported $126K in total revenue in fiscal year 2024. Expenses of $112K left a modest 12% surplus.

Mission

TO REPRESENT TEACHERS OF THE LA MESA-SPRING VALLEY SCHOOL DISTRICT.

Program Service Accomplishments

Program 1

TO REPRESENT TEACHERS OF THE LA MESA-SPRING VALLEY SCHOOL DISTRICT.

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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 $117,674

Investment Income $8,638

Other Revenue $0

TOTAL REVENUE $126,312

Expense Breakdown

Grants Paid $0

Salaries & Benefits $79,742

Fundraising Expenses $0

Other Expenses $32,020

TOTAL EXPENSES $111,762

Year-over-Year Comparison

	2024	2023	Change
Revenue	$126,312	$125,162	+0.0%
Expenses	$111,762	$115,237	0.0%
Net Income	$14,550	$9,925	+0.5%

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

N/A

Employees

Volunteers

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

$50,697

Total Directors

$75,645

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DENNIS BLEVINS	President	8.00	Officer Director	$25,433	$0	$25,433
EMILY SCHEITLIN	BARG. CHAIR/VP	8.00	Officer Director	$14,579	$0	$14,579
JENNIFER BRADFORD	GRIEVANCE CHAIR	8.00	Director	$7,630	$0	$7,630
BRITANY KOVACH	Treasurer	8.00	Officer Director	$5,884	$0	$5,884
CHRISTINE WOODING	RECORDING SEC	8.00	Officer Director	$4,801	$0	$4,801
PATTY ENGLE-LEGGETT	AREA REP	8.00	Director	$3,815	$0	$3,815
STACEY LEICHTAMER	AREA REP	8.00	Director	$3,815	$0	$3,815
SHEILA POURHASHEM	AREA REP	8.00	Director	$3,718	$0	$3,718
MATTHEW WORTHINGTON	SUPPORT REP	8.00	Director	$3,121	$0	$3,121
LISA BOLERJACK	AREA REP	8.00	Director	$2,849	$0	$2,849

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	$126,312	$111,762	$558,489	$14,550
2024	$125,162	$115,237	$543,939	$9,925
2023	$114,549	$94,511	$534,014	$20,038
2022	$109,976	$82,247	$513,976	$27,729