NATIONAL EDUCATION ASSOCIATION-JURUPA (EIN 952668078) - 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

DAVID O'RAFFERTY

Phone

9096817997

Tax Period

2023-09-01 to 2024-08-31

NATIONAL EDUCATION ASSOCIATION-JURUPA, founded in 1971, is a small nonprofit that reported $235K in total revenue in fiscal year 2023. Expenses of $277K exceeded revenue, resulting in a 18% operating deficit.

Mission

SERVE ITS TEACHER MEMBERS DURING CONTRACT NEGOTIATIONS AND GRIEVANCE PROCEEDINGS. PROMOTE COMMUNITY AND TEACHER INVOLVEMENT

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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 $18,000

Program Service Revenue $213,620

Investment Income $291

Other Revenue $2,710

TOTAL REVENUE $234,621

Expense Breakdown

Grants Paid $0

Salaries & Benefits $150,088

Fundraising Expenses $0

Other Expenses $127,389

TOTAL EXPENSES $277,477

Year-over-Year Comparison

	2023	2022	Change
Revenue	$234,621	$231,396	+0.0%
Expenses	$277,477	$281,421	0.0%
Net Income	$-42,856	$-50,025	-0.1%

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
DAVID O'RAFFERTY	PRESIDENT	40.00	Officer	$0	$0	$0
JOSEFINA CASTRO	VICE PRESIDENT	4.00	Officer	$0	$0	$0
MAURICE CASTRO	TREASURER	4.00	Officer	$0	$0	$0
ANDY ELLIOTT	SECRETARY	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
2024	$234,621	$277,477	$462,175	$-42,856
2023	$231,396	$281,421	$506,367	$-50,025
2022	$217,689	$239,354	$557,288	$-21,665
2021	$236,145	$240,555	$591,496	$-4,410
2020	$223,244	$205,362	$594,118	$17,882
2019	$217,513	$234,345	$592,629	$-16,832
2018	$225,239	$203,907	$580,180	$21,332

NATIONAL EDUCATION ASSOCIATION-JURUPA