HACIENDA LA PUENTE TEACHERS ASSOC

EIN: 952585181 Employment

CITY OF INDUSTRY, CA

Total Revenue
$231,021
Total Expenses
$224,511
Total Assets
$539,065
Net Assets
$539,065
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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
CA
Principal Officer
BILLIE JOE WRIGHT
Phone
6269121508
Tax Period
2024-09-01 to 2025-08-31

HACIENDA LA PUENTE TEACHERS ASSOC, founded in 1968, is a small nonprofit in the Employment sector that reported $231K in total revenue in fiscal year 2024. Net assets of $539K represent 28 months of operating reserves.

Mission

TEACHER REPRESENTATION

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $217,775
Investment Income $415
Other Revenue $12,831
TOTAL REVENUE $231,021

Expense Breakdown

Grants Paid $0
Salaries & Benefits $26,124
Fundraising Expenses $0
Other Expenses $198,387
TOTAL EXPENSES $224,511

Year-over-Year Comparison

2024 2023 Change
Revenue $231,021 $217,068 +0.1%
Expenses $224,511 $175,071 +0.3%
Net Income $6,510 $41,997 -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

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Governance

Voting Members
12
Independent Members
12
Employees
2
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
3
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DANI TUCKER PRESIDENT 40.00
Officer
$0 $0 $0
AMANDA BENAVIDES VICE PRESIDENT 4.00
Officer
$0 $0 $0
CARRIE TRAD SECRETARY-TREASURER 4.00
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
2025 $231,021 $224,511 $539,065 $6,510
2024 $217,068 $175,071 $532,555 $41,997
2020 $251,068 $209,105 $201,844 $41,963
2019 $215,292 $217,127 $160,383 $-1,835
2018 $209,775 $221,804 $162,412 $-12,029
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