Escondido Elementary Educators Assn (EIN 952668013) - 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

Phone

7607461438

Tax Period

2023-09-01 to 2024-08-31

Escondido Elementary Educators Assn, founded in 1971, is a small nonprofit that reported $256K in total revenue in fiscal year 2023. Revenue surged 35% from the prior year, signaling strong growth momentum.

Mission

Local Teachers Union

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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 $252,377

Program Service Revenue $0

Investment Income $3,812

Other Revenue $0

TOTAL REVENUE $256,189

Expense Breakdown

Grants Paid $0

Salaries & Benefits $105,405

Fundraising Expenses $0

Program Expenses $265,123

Other Expenses $159,718

TOTAL EXPENSES $265,123

Year-over-Year Comparison

	2023	2022	Change
Revenue	$256,189	$189,632	+0.4%
Expenses	$265,123	$200,599	+0.3%
Net Income	$-8,934	$-10,967	-0.2%

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

$2,500

Total Directors

$9,750

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Josie Horton	Treasurer	Director	$2,750	$0	$2,750
Andrea Sima	Vice President	Officer Director	$2,500	$0	$2,500
Gordon Walker	Bargain Chair	Director	$1,500	$0	$1,500
Gwen Smith	Secretary	Director	$1,500	$0	$1,500
Mike Brinkley	2nd VP	Director	$1,500	$0	$1,500
Sonya Shaffer	At Large 1	Director	$0	$0	$0
Amber Brinkley	At Large 2	Director	$0	$0	$0
Brandi Krepps	President	Officer 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
2024	$256,189	$265,123	$401,209	$-8,934
2022	$202,413	$187,165	$427,551	$15,248
2020	$222,138	$147,655	$391,307	$74,483
2019	$202,128	$188,342	$319,362	$13,786

Escondido Elementary Educators Assn