LOS ALAMITOS EDUCATION ASSOCIATION (EIN 953618813) - 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

1999

Legal Domicile

Principal Officer

STACY SCHMITZ

Phone

5627994700

Tax Period

2019-09-01 to 2020-08-31

LOS ALAMITOS EDUCATION ASSOCIATION, founded in 1999, is a micro nonprofit that reported $60K in total revenue in fiscal year 2019. Revenue decreased 7% compared to the prior year. Expenses of $55K left a modest 8% surplus.

Mission

PROMOTE THE PROFESSIONAL AND ECONOMIC INTEREST OF ITS 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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $51,903

Investment Income $227

Other Revenue $8,118

TOTAL REVENUE $60,248

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $55,312

Other Expenses $55,312

TOTAL EXPENSES $55,312

Year-over-Year Comparison

	2019	2018	Change
Revenue	$60,248	$64,437	-0.1%
Expenses	$55,312	$57,294	0.0%
Net Income	$4,936	$7,143	-0.3%

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

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

$12,800

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACQUELINE POST	VICE PRESIDE	18.00	Officer	$1,250	$0	$1,250
JEANNE RUIZ	TREASURER	17.00	Officer	$2,150	$0	$2,150
LISA SRAGOVICZ	SECRETARY	15.00	Officer	$1,200	$0	$1,200
KRISTY HENSEL	ES DIRECTOR	15.00	Officer	$1,200	$0	$1,200
DAVID EISENBERG	HS DIRECTOR	15.00	Officer	$1,200	$0	$1,200
HEIDI PELLA-REID	SE DIRECTOR	15.00	Officer	$2,350	$0	$2,350
CHERYL SMITH	ES DIRECTOR	15.00	Officer	$1,100	$0	$1,100
MARILYN BARNETT	MS DIRECTOR	15.00	Officer	$1,100	$0	$1,100
STACY SCHMITZ	PRESIDENT	20.00	Officer	$1,250	$0	$1,250

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
2020	$60,248	$55,312	$241,417	$4,936
2019	$64,437	$57,294	$236,481	$7,143
2018	$51,718	$101,309	$229,338	$-49,591

LOS ALAMITOS EDUCATION ASSOCIATION