SOUTHEASTERN REGIONAL ASSOCIATION OF PHY PLANT ADMINISTRATORS (EIN 237001063) - 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

Legal Domicile

Principal Officer

JEFFREY BENJAMIN

Phone

6623257205

Tax Period

2024-04-01 to 2025-03-31

SOUTHEASTERN REGIONAL ASSOCIATION OF PHY PLANT ADMINISTRATORS is a small nonprofit that reported $282K in total revenue in fiscal year 2024. The organization ran a surplus of $76K, a strong 27% operating margin.

Mission

PROMOTE COMMON INTEREST IN THE CONSTRUCTION, CARE, AND OPERATION OF PHYSICAL PLANTS USED BY HIGHER EDUCATION FACILITIES IN REGION BY PROVIDING EDUCATIONAL PROGRAMS.

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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 $0

Program Service Revenue $281,901

Investment Income $23

Other Revenue $0

TOTAL REVENUE $281,924

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $186,558

Other Expenses $206,408

TOTAL EXPENSES $206,408

Year-over-Year Comparison

	2024	2023	Change
Revenue	$281,924	$265,702	+0.1%
Expenses	$206,408	$197,839	+0.0%
Net Income	$75,516	$67,863	+0.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID MAHARREY	TREASURER	N/A	Officer	$0	$0	$0
GREGG CLARKE	PAST-PRESIDE	N/A	Officer	$0	$0	$0
SOLOMON FRANKLIN	1ST VICE PRE	N/A	Officer	$0	$0	$0
JEFFREY BENJAMIN	PRESIDENT	N/A	Officer	$0	$0	$0
COLLIN SEWELL	PRESIDENNT-E	N/A	Officer	$0	$0	$0
DAVID VAN HOOK	VP CHAPTER A	N/A	Officer	$0	$0	$0
PRITI BHATIA	VP FOR EDUCA	N/A	Officer	$0	$0	$0
THOMAS JONES	VP FOR CONFE	N/A	Officer	$0	$0	$0
DAN WHATLEY	APPA REGIONA	N/A	Officer	$0	$0	$0
TOM OWENBY	K-12/COM.COL	N/A	Officer	$0	$0	$0
DAVID ULMER	APPA LIAISON	N/A	Officer	$0	$0	$0
JOHN SHENETTE	BUS. PART. L	N/A	Officer	$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	$281,924	$206,408	$687,864	$75,516
2024	$265,702	$197,839	$612,348	$67,863
2023	$118,025	$85,770	$512,379	$32,255
2022	$65,139	$112,470	$480,124	$-47,331
2021	$35,767	$82,906	$527,455	$-47,139
2020	$191,275	$281,247	$574,594	$-89,972
2019	$475,962	$267,968	$664,566	$207,994

SOUTHEASTERN REGIONAL ASSOCIATION OF PHY PLANT ADMINISTRATORS