Santa Maria Elementary Education Assoc (EIN 953125753) - 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

1974

Legal Domicile

Tax Period

2023-09-01 to 2024-08-31

Santa Maria Elementary Education Assoc, founded in 1974, is a small nonprofit that reported $302K in total revenue in fiscal year 2023.

Mission

Union representation of teachers through the California Teachers Association; awarding of scholarships to both students and teachers.

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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 $269,589

Program Service Revenue $0

Investment Income $4,952

Other Revenue $27,662

TOTAL REVENUE $302,203

Expense Breakdown

Grants Paid $36,833

Salaries & Benefits $29,340

Fundraising Expenses $0

Program Expenses $317,151

Other Expenses $258,134

TOTAL EXPENSES $324,307

Year-over-Year Comparison

	2023	2022	Change
Revenue	$302,203	$282,847	+0.1%
Expenses	$324,307	$306,144	+0.1%
Net Income	$-22,104	$-23,297	-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

550

Independent Members

N/A

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

$20,940

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jose Segura	President	30.00		$6,000	$0	$6,000
Alison Alpaugh	Treasurer	8.00	Officer	$5,940	$0	$5,940
Yvonne Duran	Secretary	4.00	Officer	$3,600	$0	$3,600
Marissa Philley	2rd Vice President	4.00	Officer	$3,600	$0	$3,600
Jose Rodriguez	3rd Vice President	4.00	Officer	$3,600	$0	$3,600
Kristen Lohr	President	30.00	Officer	$3,000	$0	$3,000
Kristen Lohr	1st Vice President	4.00		$2,400	$0	$2,400
Luke Laurie	1st Vice President	4.00	Officer	$1,200	$0	$1,200

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	$302,203	$324,307	$189,480	$-22,104
2023	$282,847	$306,144	$211,584	$-23,297
2022	$231,079	$264,504	$234,881	$-33,425
2021	$216,107	$216,957	$268,306	$-850
2020	$197,645	$206,546	$269,156	$-8,901
2019	$213,730	$191,577	$278,057	$22,153

Santa Maria Elementary Education Assoc