BALDWIN PARK EDUCATION ASSOCATION INC (EIN 952628936) - 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

1971

Legal Domicile

Principal Officer

MARGARITA MILNES

Phone

6263377814

Tax Period

2018-09-01 to 2019-08-31

BALDWIN PARK EDUCATION ASSOCATION INC, founded in 1971, is a small nonprofit that reported $214K in total revenue in fiscal year 2018. The organization ran a surplus of $36K, a strong 17% operating margin.

Mission

TO REPRESENT MEMBERS INDIVIDUALLY AND COLLECTIVELY IN MATTERS ARISING FROM INTERPRETATIONS AND APPLICATIONS OF POLICIES AND REGULATIONS BEFORE BALDWIN PARK SCHOOLS.

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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 (2018)

Revenue Breakdown

Contributions & Grants $207,131

Program Service Revenue $0

Investment Income $0

Other Revenue $7,095

TOTAL REVENUE $214,226

Expense Breakdown

Grants Paid $1,500

Salaries & Benefits $21,435

Fundraising Expenses $0

Program Expenses $178,322

Other Expenses $155,387

TOTAL EXPENSES $178,322

Year-over-Year Comparison

	2018	2017	Change
Revenue	$214,226	N/A	N/A
Expenses	$178,322	N/A	N/A
Net Income	$35,904	$0	N/A

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

$15,050

Total Directors

$21,435

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EDUWIGES NAVARRO	SECRETARY	2.00	Officer Director	$1,850	$0	$1,850
JEFF HEHIR	DIRECTOR	1.00	Director	$300	$0	$300
JENNY TORRES	DIRECTOR	1.00	Director	$920	$0	$920
MARY ALISON WEINTRAUB	DIRECTOR	1.00	Director	$480	$0	$480
MELODY JAMES	DIRECTOR	1.00	Director	$1,150	$0	$1,150
RICARDO GARCIA	DIRECTOR	1.00	Director	$375	$0	$375
ANDREA GRIMM-RICO	PRESIDENT	2.00	Officer Director	$5,500	$0	$5,500
ARTHUR MARQUEZ-EDDY	DIRECTOR	1.00	Director	$950	$0	$950
CANDACE GOBLE	PRESIDENT	2.00	Officer Director	$1,850	$0	$1,850
ISELA MACIAS	VICE PRESIDENT	2.00	Officer Director	$3,350	$0	$3,350
KAREN CALIXTO	DIRECTOR	1.00	Director	$1,880	$0	$1,880
LORENA GARCIA	DIRECTOR	1.00	Director	$330	$0	$330
MARGARITA MILNES	TREASURER	2.00	Officer Director	$2,500	$0	$2,500

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
2019	$214,226	$178,322	$207,997	$35,904
2018	$221,147	$169,944	$172,093	$51,203

BALDWIN PARK EDUCATION ASSOCATION INC