SOCIETY OF WOMEN ENGINEERS ENDOWMENT FUND INC (EIN 202761991) - 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

2004

Legal Domicile

Principal Officer

HOLLY TEIG

Phone

3092561969

Tax Period

2024-07-01 to 2025-06-30

SOCIETY OF WOMEN ENGINEERS ENDOWMENT FUND INC, founded in 2004, is a community nonprofit in the Community Improvement sector that reported $1.7M in total revenue in fiscal year 2024. Revenue surged 55% from the prior year, signaling strong growth momentum. The organization ran a surplus of $953K, a strong 56% operating margin.

Mission

TO PROVIDE SUPPORT FOR THE SCHOLARSHIP, AWARDS, DESIGNATED FUND AND HEADQUARTERS OPERATIONS OF THE SOCIETY OF WOMEN ENGINEERS.

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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 $500,923

Program Service Revenue $0

Investment Income $1,205,008

Other Revenue $0

TOTAL REVENUE $1,705,931

Expense Breakdown

Grants Paid $454,100

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $454,100

Other Expenses $298,534

TOTAL EXPENSES $752,634

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,705,931	$1,097,813	+0.6%
Expenses	$752,634	$665,169	+0.1%
Net Income	$953,297	$432,644	+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

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
HOLLY TEIG	TREASURER	1.00	Officer Director	$0	$0	$0
PAULA MCDONALD	TRUSTEE	1.00	Director	$0	$0	$0
LINDSEY ROBERTS MCKENZIE	TRUSTEE	1.00	Director	$0	$0	$0
JANIS MANTINI	CHAIR	1.00	Officer Director	$0	$0	$0
KIM O'ROURKE	TRUSTEE	1.00	Director	$0	$0	$0
DEBORAH STROMBERG	SECRETARY	1.00	Officer Director	$0	$0	$0
MARY STUDLICK	TRUSTEE	1.00	Director	$0	$0	$0
HEATHER DOTY	TRUSTEE	1.00	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
2025	$1,705,931	$752,634	$17,346,022	$953,297
2024	$1,097,813	$665,169	$15,777,795	$432,644
2023	$776,704	$650,387	$14,043,467	$126,317
2022	$978,863	$653,911	$12,880,425	$324,952
2021	$1,499,562	$484,392	$14,896,615	$1,015,170
2020	$648,914	$562,004	$11,561,073	$86,910
2019	$470,580	$542,160	$11,811,004	$-71,580
2018	$745,742	$522,150	$11,494,791	$223,592

SOCIETY OF WOMEN ENGINEERS ENDOWMENT FUND INC