North Orange County United Teachers (EIN 953069746) - 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

1976

Legal Domicile

Principal Officer

Darlene Naslund

Phone

7142569900

Tax Period

2024-09-01 to 2025-08-31

North Orange County United Teachers, founded in 1976, is a small nonprofit that reported $416K in total revenue in fiscal year 2024. Expenses of $384K left a modest 8% surplus.

Mission

Providing services to several local teacher associations in the North Orange County area.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $412,658

Investment Income $2,297

Other Revenue $1,258

TOTAL REVENUE $416,213

Expense Breakdown

Grants Paid $0

Salaries & Benefits $244,755

Fundraising Expenses $0

Program Expenses $90,793

Other Expenses $139,586

TOTAL EXPENSES $384,341

Year-over-Year Comparison

	2024	2023	Change
Revenue	$416,213	$399,177	+0.0%
Expenses	$384,341	$478,492	-0.2%
Net Income	$31,872	$-79,315	-1.4%

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

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

$2,400

Total Directors

$2,400

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Glenda Bartell	President	4.00	Officer Director	$2,400	$0	$2,400
Shannon Belknap	Vice President	4.00	Officer Director	$0	$0	$0
Amanda Gieser	Secretary	2.00	Officer Director	$0	$0	$0
Bellerieve Dean	Treasurer	4.00	Officer Director	$0	$0	$0
Carol Bright	Director	1.00	Director	$0	$0	$0
Darlene Naslund	Director	1.00	Director	$0	$0	$0
Angie Cencak	Director	1.00	Director	$0	$0	$0
Jodie Wackerman	Director	1.00	Director	$0	$0	$0
Shelley Behrns	Director	1.00	Director	$0	$0	$0
Michelle Atkinson	Director	1.00	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
2025	$416,213	$384,341	$1,178,279	$31,872
2024	$399,177	$478,492	$1,182,169	$-79,315
2023	$412,641	$464,546	$1,262,249	$-51,905
2022	$464,557	$460,799	$1,291,404	$3,758
2021	$466,181	$429,432	$1,462,057	$36,749
2020	$461,315	$400,512	$1,592,340	$60,803
2019	$458,035	$453,321	$1,702,682	$4,714
2018	$450,513	$460,680	$1,757,219	$-10,167

North Orange County United Teachers