UAW REGION 9A EDUCATION FUND (EIN 134072635) - 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

BETH HOFMEISTER

Phone

9176129132

Tax Period

2024-04-01 to 2025-03-31

UAW REGION 9A EDUCATION FUND, founded in 1999, is a small nonprofit in the Mutual Benefit sector that reported $230K in total revenue in fiscal year 2024. Revenue surged 104% from the prior year, signaling strong growth momentum. The organization ran a surplus of $127K, a strong 55% operating margin.

Mission

TO PROVIDE EDUCATION BENEFITS TO ELIGIBLE MEMBERS OR EMPLOYEES THROUGH STATE EDUCATION PROGRAMS OR DIRECTLY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $230,166

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $230,166

Expense Breakdown

Grants Paid $0

Salaries & Benefits $33,303

Fundraising Expenses $0

Other Expenses $9,027

TOTAL EXPENSES $103,577

Year-over-Year Comparison

	2024	2023	Change
Revenue	$230,166	$112,696	+1.0%
Expenses	$103,577	$55,467	+0.9%
Net Income	$126,589	$57,229	+1.2%

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

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

$29,120

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GIBB SURETTE	TRUSTEE	1.00	Director	$0	$0	$0
MAIDA ROSENSTEIN	TRUSTEE	0.00	Director	$0	$0	$0
BRIAN SCHNECK	TRUSTEE	0.00	Director	$0	$0	$0
PAM SMITH	TRUSTEE	0.00	Director	$0	$0	$0
VILMA TORRES-MULHOLLAND	TRUSTEE	0.00	Director	$0	$0	$0
LISA OHTA	TRUSTEE	0.00	Director	$0	$0	$0
TANYA WONG	TRUSTEE	0.00	Director	$0	$0	$0
BERNADETTE JENTSCH	TRUSTEE	0.00	Director	$0	$0	$0
BETH HOFMEISTER	TRUSTEE	0.00	Director	$0	$0	$0
JAMES PROVOST	DIRECTOR	14.00	Key Emp	$29,120	$0	$29,120

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	$230,166	$103,577	$396,558	$126,589

UAW REGION 9A EDUCATION FUND