Shorewood Supporters of Excellence in Educational Development (EIN 043750042) - 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

2003

Legal Domicile

Principal Officer

Melissa Nelsen

Phone

4149641842

Tax Period

2023-08-01 to 2024-07-31

Shorewood Supporters of Excellence in Educational Development, founded in 2003, is a small nonprofit in the Education sector that reported $257K in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $237K left a modest 8% surplus.

Mission

Purpose is to raise funds to support the education programs of the Shorewood School District.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $215,281

Program Service Revenue $0

Investment Income $46,046

Other Revenue $-3,895

TOTAL REVENUE $257,432

Expense Breakdown

Grants Paid $204,011

Salaries & Benefits $0

Fundraising Expenses $4,640

Program Expenses $210,068

Other Expenses $33,457

TOTAL EXPENSES $237,468

Year-over-Year Comparison

	2023	2022	Change
Revenue	$257,432	$204,486	+0.3%
Expenses	$237,468	$217,149	+0.1%
Net Income	$19,964	$-12,663	-2.6%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Melissa Nelsen	Co-President	005.00	Officer Director	$0	$0	$0
Shawn Brown-Knoernschild	Treasurer	003.00	Officer Director	$0	$0	$0
Vashti Lozier	Co-President	003.00	Officer Director	$0	$0	$0
Megann Hendrix	Secretary	003.00	Officer Director	$0	$0	$0
Ian Elfe	Board member	001.00	Director	$0	$0	$0
Carman Empey	Board member	001.00	Director	$0	$0	$0
Tracey Barrett	Board member	001.00	Director	$0	$0	$0
Erica Elia	Board member	001.00	Director	$0	$0	$0
Sarah Hammond	Board member	001.00	Director	$0	$0	$0
Sarah McEneany	Board member	001.00	Director	$0	$0	$0
Sarah Lehmann	Board member	001.00	Director	$0	$0	$0
ReShunda Stephens	Board member	001.00	Director	$0	$0	$0
Angie Price	Board member	001.00	Director	$0	$0	$0
Mandy Krueger	Board member	001.00	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
2024	$257,432	$237,468	$2,002,016	$19,964
2023	$204,486	$217,149	$1,816,145	$-12,663
2022	$216,703	$267,676	$1,727,695	$-50,973
2021	$395,427	$242,454	$1,946,325	$152,973
2020	$196,523	$369,978	$1,482,774	$-173,455

Shorewood Supporters of Excellence in Educational Development