Association of Placentia - Linda Educators (EIN 952975343) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1989

Legal Domicile

Principal Officer

Gloria Johnson

Phone

7149703700

Tax Period

2024-09-01 to 2025-08-31

Association of Placentia - Linda Educators, founded in 1989, is a small nonprofit that reported $296K in total revenue in fiscal year 2024. Expenses of $262K left a modest 12% surplus.

Mission

To represent its members with their employers, and to be the exclusive representative of appropriate bargaining units of school employees of the Placentia-Yorba Linda Unified School District in all matters related to employment conditions and employer-employee relations. At year end the Association had approximately 1,070 members.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $295,345

Investment Income $1,079

Other Revenue $0

TOTAL REVENUE $296,424

Expense Breakdown

Grants Paid $0

Salaries & Benefits $89,050

Fundraising Expenses $0

Program Expenses $214,536

Other Expenses $173,061

TOTAL EXPENSES $262,111

Year-over-Year Comparison

	2024	2023	Change
Revenue	$296,424	$285,153	+0.0%
Expenses	$262,111	$255,187	+0.0%
Net Income	$34,313	$29,966	+0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$5,800

Total Directors

$6,800

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Linda Manion	President	20.00	Officer Director	$4,800	$0	$4,800
Jeremy Kelly	Vice President	3.00	Officer Director	$1,000	$0	$1,000
Christina Holton	Secretary	3.00	Officer Director	$0	$0	$0
Kim Peck	Treasurer	5.00	Officer Director	$0	$0	$0
Janeen Hill	ELEMENTARY SCHOOL DIRECTOR	2.00	Director	$0	$0	$0
Elvira Bermudez	ELEMENTARY SCHOOL DIRECTOR	2.00	Director	$0	$0	$0
Karla Jones	Middle School Director	2.00	Director	$0	$0	$0
Mike Sayre	HIGH SCHOOL DIRECTOR	2.00	Director	$0	$0	$0
Leslie Kirui	DIRECTOR AT LARGE	2.00	Director	$0	$0	$0
Gloria Johnson	STATE COUNCIL REP	2.00	Director	$0	$0	$0
Karen Aleksic	STATE COUNCIL REP	2.00	Director	$1,000	$0	$1,000
Jessica Zunigabravo	STATE COUNCIL REP	2.00	Director	$0	$0	$0
Frank Jahn	Ex. Board Liason	2.00	Director	$0	$0	$0
Peggy Sitar	Ex. Board Liason	2.00	Director	$0	$0	$0
Clifford Schuster	Executive Director	40.00	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	$296,424	$262,111	$631,265	$34,313
2024	$285,153	$255,187	$672,292	$29,966
2023	$297,551	$280,466	$718,282	$17,085
2022	$312,931	$237,851	$477,311	$75,080
2021	$223,751	$243,191	$402,231	$-19,440
2020	$241,444	$233,794	$422,294	$7,650
2019	$293,393	$231,824	$415,261	$61,569
2018	$259,115	$266,117	$352,697	$-7,002

Association of Placentia - Linda Educators