SANTA ANA EDUCATORS' ASSOCIATION (EIN 953157006) - 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

1978

Legal Domicile

Principal Officer

SONTA GARNER-MARCELO

Phone

7145426758

Tax Period

2024-09-01 to 2025-08-31

SANTA ANA EDUCATORS' ASSOCIATION, founded in 1978, is a small nonprofit that reported $741K in total revenue in fiscal year 2024. Expenses of $718K left a modest 3% surplus.

Mission

TO PROMOTE THE WELFARE AND INTERESTS OF SANTA ANA UNIFIED SCHOOL DISTRICT'S EMPLOYEES AND 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 $735,728

Investment Income $4,173

Other Revenue $1,248

TOTAL REVENUE $741,149

Expense Breakdown

Grants Paid $0

Salaries & Benefits $169,353

Fundraising Expenses $0

Program Expenses $718,037

Other Expenses $548,684

TOTAL EXPENSES $718,037

Year-over-Year Comparison

	2024	2023	Change
Revenue	$741,149	$694,845	+0.1%
Expenses	$718,037	$640,147	+0.1%
Net Income	$23,112	$54,698	-0.6%

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

N/A

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
SONTA GARNER-MARCELO	PRESIDENT	40.00	Officer	$0	$0	$0
STEPHANIE STOTELMEYER	VICE PRESIDE	3.00	Officer	$0	$0	$0
JOHN MCGUINNESS	VICE PRESIDE	3.00	Officer	$0	$0	$0
LINDSAY REILLY	SECRETARY	2.00	Officer	$0	$0	$0
CARLOS MACIAS	TREASURER	5.00	Officer	$0	$0	$0
MINDY BARRON	DH SEGMENT D	2.00	Director	$0	$0	$0
WALTER NIXON	HS SEGMENT D	2.00	Director	$0	$0	$0
MIKE RODRIGUEZ	HS SEGMENT D	2.00	Director	$0	$0	$0
JOSE TAPIA	INT SEGMENT	2.00	Director	$0	$0	$0
LAURIE TRISTAN	INT SEGMENT	2.00	Director	$0	$0	$0
NOEMI ALVARADO	ELEM SEGMENT	2.00	Director	$0	$0	$0
JESSICA CHAPMAN	ELEM SEGMENT	2.00	Director	$0	$0	$0
BRIGETTE GARTNER	ELEM SEGMENT	2.00	Director	$0	$0	$0
TERESA LEE	ELEM SEGMENT	2.00	Director	$0	$0	$0
DAMARIS SANDOVAL	ELEM SEGMENT	2.00	Director	$0	$0	$0
AIDA ESPINOZA	AT-LARGE DIR	2.00	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	$741,149	$718,037	$2,601,241	$23,112
2024	$694,845	$640,147	$2,450,589	$54,698
2023	$731,979	$697,733	$2,570,981	$34,246
2022	$625,518	$538,122	$2,249,273	$87,396
2021	$629,810	$533,001	$2,048,454	$96,809
2020	$618,449	$480,352	$2,071,525	$138,097
2019	$610,921	$233,220	$1,951,339	$377,701
2018	$620,085	$486,648	$1,706,235	$133,437

SANTA ANA EDUCATORS' ASSOCIATION