CALIFORNIA TEACHERS ASSOCIATION SOUTHWEST TEACHERS ASSOCIATION (EIN 952681336) - 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

VANESSA BARRERA

Tax Period

2023-09-01 to 2024-08-31

CALIFORNIA TEACHERS ASSOCIATION SOUTHWEST TEACHERS ASSOCIATION, founded in 1971, is a small nonprofit that reported $425K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $408K left a modest 4% surplus.

Mission

TO IMPROVE ITS MEMBERS ABILITIES, SALARIES, AND WORKING CONDITIONS BY SPONSORING SEMINARS, PROVIDING COLLECTIVE BARGAINING SERVICES, AND PROCESSING GRIEVANCES.

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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 $6,364

Program Service Revenue $417,766

Investment Income $0

Other Revenue $635

TOTAL REVENUE $424,765

Expense Breakdown

Grants Paid $0

Salaries & Benefits $17,441

Fundraising Expenses $0

Other Expenses $390,989

TOTAL EXPENSES $408,430

Year-over-Year Comparison

	2023	2022	Change
Revenue	$424,765	$367,058	+0.2%
Expenses	$408,430	$392,104	+0.0%
Net Income	$16,335	$-25,046	-1.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SKYE JOLLIE	REP-AT-LARGE	N/A	Director	$0	$0	$0
KAYNE KUENZI	REP-AT-LARGE	N/A	Director	$0	$0	$0
SHERRY STEAGAIL	REP-AT-LARGE	N/A	Director	$0	$0	$0
KELLY SULLIVAN	REP-AT-LARGE	N/A	Director	$0	$0	$0
VANESSA BARRERA	PRESIDENT	N/A	Officer	$0	$0	$0
MICHELLE GATES	SECRETARY	N/A	Officer	$0	$0	$0
NOEMI FLORES SALCEDO	TREASURER	N/A	Officer	$0	$0	$0
ROSE SALDANA	VICE PRESIDE	N/A	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	$424,765	$408,430	$155,341	$16,335
2023	$367,058	$392,104	$139,008	$-25,046
2022	$492,586	$383,582	$159,054	$109,004
2021	$343,043	$390,300	$50,050	$-47,257
2020	$369,969	$344,835	$97,307	$25,134
2019	$352,547	$325,630	$72,173	$26,917
2018	$451,947	$422,163	$50,256	$29,784

CALIFORNIA TEACHERS ASSOCIATION SOUTHWEST TEACHERS ASSOCIATION