CALIFORNIA TEACHERS ASSOCIATION BAKERSFIELD ELEMENTARY TEACHERS ASSN (EIN 953530943) - 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

Phone

6613270234

Tax Period

2023-09-01 to 2024-08-31

CALIFORNIA TEACHERS ASSOCIATION BAKERSFIELD ELEMENTARY TEACHERS ASSN, founded in 1971, is a community nonprofit that reported $2.1M in total revenue in fiscal year 2023.

Mission

EXCLUSIVE REPRESENTATION OF MEMBERS

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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 $0

Program Service Revenue $2,058,280

Investment Income $8,885

Other Revenue $0

TOTAL REVENUE $2,067,165

Expense Breakdown

Grants Paid $0

Salaries & Benefits $135,369

Fundraising Expenses $0

Program Expenses $1,736,202

Other Expenses $1,992,303

TOTAL EXPENSES $2,127,672

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,067,165	$1,991,824	+0.0%
Expenses	$2,127,672	$2,002,661	+0.1%
Net Income	$-60,507	$-10,837	+4.6%

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

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

$22,365

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVEN COMSTOCK JR	PRESIDENT	40.00	Officer	$22,365	$0	$22,365
SHANNON BARNES	VICE PRESIDENT	2.00	Officer	$0	$0	$0
JOHN PETERSON	VICE PRESIDENT	2.00	Officer	$0	$0	$0
LAFLEASHA OWENS	SECRETARY	2.00	Officer	$0	$0	$0
TANISHA ROSS	TREASURER	2.00	Officer	$0	$0	$0
JENNIFER SUTTER	AREA 1 DIRECTOR	2.00	Director	$0	$0	$0
VERONICA SANCHEZ	AREA 2 DIRECTOR	2.00	Director	$0	$0	$0
DIANE HIGUERIA	AREA 3 DIRECTOR	2.00	Director	$0	$0	$0
KATHLEEN KOZLOWSKI	AREA 4 DIRECTOR	2.00	Director	$0	$0	$0
AMANDA MEHCIZ	AREA 5 DIRECTOR	2.00	Director	$0	$0	$0
GABRIEL BARRON	AREA 6 DIRECTOR	2.00	Director	$0	$0	$0
HEATHER MATA	AREA 7 DIRECTOR	2.00	Director	$0	$0	$0
CASSANDRA HOBBS	AREA 8 DIRECTOR	2.00	Director	$0	$0	$0
LANCE JACOBS	AREA 9 DIRECTOR	2.00	Director	$0	$0	$0
ED DELAVEGA JR	ETHNIC MINORITY AT LARGE	2.00	Director	$0	$0	$0
SANDRA SKAY MEDINA	SPECIAL ED AT LARGE	2.00	Director	$0	$0	$0
MARTA BARRIENTOS	PRE-K AT LARGE	2.00	Director	$0	$0	$0
JERICA BURNETTE	STATE COUNCIL	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	No data	No data	No data	No data
2024	$2,067,165	$2,127,672	$1,450,241	$-60,507
2023	$1,991,824	$2,002,661	$1,479,031	$-10,837
2022	$1,964,305	$1,945,589	$1,489,868	$18,716
2021	$1,983,481	$1,886,664	$1,471,152	$96,817
2020	$2,108,586	$1,980,454	$1,374,335	$128,132
2019	$1,908,459	$1,871,074	$1,246,203	$37,385
2018	$1,986,339	$1,860,039	$1,208,818	$126,300

CALIFORNIA TEACHERS ASSOCIATION BAKERSFIELD ELEMENTARY TEACHERS ASSN