BRISTOL WARREN EDUCATION ASSOCIATION (EIN 050479424) - 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

1994

Legal Domicile

Principal Officer

THOMAS DELSANTO JR

Tax Period

2023-09-01 to 2024-08-31

BRISTOL WARREN EDUCATION ASSOCIATION, founded in 1994, is a small nonprofit that reported $271K in total revenue in fiscal year 2023. Expenses of $253K left a modest 7% surplus.

Mission

TO UNIFY AND STRENGHTEN THE TEACHING PROFESSION AND TO SECURE AND MAINTAIN THE SALARIES, RETIREMENT, TENURE, PROFESSIONAL AND SICK LEAVE AND OTHER WORKING CONDITIONS NECESSARY TO SUPPORT TEACHING AS A PROFESSION.

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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 $270,507

Program Service Revenue $0

Investment Income $13

Other Revenue $0

TOTAL REVENUE $270,520

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $244,941

Other Expenses $252,878

TOTAL EXPENSES $252,878

Year-over-Year Comparison

	2023	2022	Change
Revenue	$270,520	$264,073	+0.0%
Expenses	$252,878	$252,878	N/A
Net Income	$17,642	$11,195	+0.6%

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

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

$26,250

Total Directors

$11,250

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARAH STRINGER	PRESIDENT	002.00	Officer	$6,500	$0	$6,500
JEN SAARMEN	PRESIDENT	002.00	Officer	$6,500	$0	$6,500
BRIAN CHIDESTER	VICE PRESIDENT	002.00	Officer	$5,500	$0	$5,500
DAYNA ACHILLI	RECORD SECRETARY	002.00	Officer	$4,000	$0	$4,000
JILLIAN SCHUEDER	GRIEV CHRM	002.00	Director	$3,750	$0	$3,750
JON LAWSON	GRIEV CHRM	002.00	Director	$3,750	$0	$3,750
JEN MCDONALD	GRIEV CHRM	002.00	Director	$3,750	$0	$3,750
THOMAS DELSANTO JR	TREASURER	002.00	Officer	$3,750	$0	$3,750

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	$270,520	$252,878	$71,123	$17,642
2023	$264,073	$252,878	$53,480	$11,195
2022	$259,331	$283,774	$42,285	$-24,443
2021	$256,279	$279,007	$66,728	$-22,728
2020	$231,529	$249,211	$89,456	$-17,682

BRISTOL WARREN EDUCATION ASSOCIATION