SOCIETY OF WOMEN ENGINEERS

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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

1950

Legal Domicile

Principal Officer

KAREN HORTING

Phone

3125965230

Tax Period

2023-07-01 to 2024-06-30

SOCIETY OF WOMEN ENGINEERS, founded in 1950, is a mid-sized nonprofit in the Community Improvement sector that reported $19.7M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

THE SOCIETY'S MISSION IS TO STIMULATE WOMEN TO ACHIEVE FULL POTENTIAL IN CAREERS AS ENGINEERS AND LEADERS, EXPAND THE IMAGE OF THE ENGINEERING PROFESSION AS A POSITIVE FORCE IN IMPROVING THE QUALITY OF LIFE, AND DEMONSTRATE THE VALUE OF DIVERSITY.

Program Service Accomplishments

Program 1

Expenses: $4,375,881 Revenue: $2,934,178

YOUNG WOMAN ARE ENCOURAGED TO ENTER THE ENGINEERING FIELD. SCHOLARSHIPS WERE AWARDED TO FEMALE STUDENTS.

Program 2

Expenses: $6,365,434 Revenue: $11,291,381

SWE ANNUAL CONFERENCE IS THE LARGEST PROFESSIONAL DEVELOPMENT PROGRAM FOR FEMALE ENGINEERING STUDENTS AND ENGINEERS.

Program 3

Expenses: $416,415 Revenue: $300,916

SWE MAGAZINE IS PUBLISHED BY THE SOCIETY OF WOMEN ENGINEERS FIVE TIMES PER YEAR AND MADE AVAILABLE TO ALL MEMBERS AND OTHER INTERESTED PARTIES.

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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 $4,877,339

Program Service Revenue $14,606,177

Investment Income $145,788

Other Revenue $22,823

TOTAL REVENUE $19,652,127

Expense Breakdown

Grants Paid $62,565

Salaries & Benefits $6,966,871

Fundraising Expenses $731,938

Program Expenses $16,764,659

Other Expenses $14,157,142

TOTAL EXPENSES $21,186,578

Year-over-Year Comparison

	2023	2022	Change
Revenue	$19,652,127	$17,638,809	+0.1%
Expenses	$21,186,578	$17,576,889	+0.2%
Net Income	$-1,534,451	$61,920	-25.8%

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

1500

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

$806,078

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALEXIS MCKITTRICK	PRESIDENT	5.00	Officer Director	$0	$0	$0
SILVIA KARLSSON	DIRECTOR	5.00	Director	$0	$0	$0
KAITLYN BUNKER	SECRETARY	5.00	Officer Director	$0	$0	$0
DIANNE BEEVER	TREASURER	5.00	Officer Director	$0	$0	$0
KAREN ROTH	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
INAAS DURAT	DIRECTOR	1.00	Director	$0	$0	$0
BIANCA MCCARRT	DIRECTOR	1.00	Director	$0	$0	$0
KAREN IDEM	DIRECTOR	1.00	Director	$0	$0	$0
VIDHYA THIYAGARAJAN	DIRECTOR	1.00	Director	$0	$0	$0
KRISTINE BARNES	DIRECTOR	1.00	Director	$0	$0	$0
KAREN HORTING	EXECUTIVE DIRECTOR & CEO	40.00	Officer	$401,172	$43,331	$444,503
PHILIP THAKADIYIL	CFO	40.00	Officer	$323,356	$38,219	$361,575
PATRICIA KOLAR	DIRECTOR	40.00	Highest	$150,157	$30,475	$180,632
JENNIFER SCOTT	VICE PRESIDENT	40.00	Highest	$216,670	$34,331	$251,001
HONNA GEORGE	DIRECTOR OF DEVELOPMENT	40.00	Highest	$209,627	$11,602	$221,229
ROBERTA RINCON	DIRECTOR	40.00	Highest	$141,509	$18,605	$160,114
LARRY GUTHRIE	DIRECTOR	40.00	Highest	$102,754	$18,359	$121,113
EMILY BURNETT	DIRECTOR	40.00	Highest	$117,003	$29,158	$146,161
ANNE M PERUSEK	DIRECTOR	40.00	Highest	$112,037	$34,616	$146,653

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	$19,652,127	$21,186,578	$18,844,859	$-1,534,451
2023	$17,638,809	$17,576,889	$18,055,499	$61,920
2022	$13,468,546	$11,942,201	$14,023,444	$1,526,345
2021	$13,563,128	$11,051,226	$12,828,747	$2,511,902
2020	$14,805,429	$14,100,136	$11,455,924	$705,293
2019	$13,698,925	$13,992,812	$12,245,256	$-293,887
2018	$12,072,813	$12,899,296	$12,226,193	$-826,483