Western Psychological Association (EIN 237059021) - 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

1921

Legal Domicile

Principal Officer

KELLY ANN BENNION

Phone

6265131992

Tax Period

2024-07-01 to 2025-06-30

Western Psychological Association, founded in 1921, is a small nonprofit in the Mental Health sector that reported $904K in total revenue in fiscal year 2024. Revenue surged 160% from the prior year, signaling strong growth momentum. The organization ran a surplus of $583K, a strong 64% operating margin.

Mission

WPAs purpose is to stimulate the exchange of scientific and professional ideas in psychology by enhancing interest, research and scholarship in the discipline. This is accomplished through an annual research conference, as well as our website and newsletter.

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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 $580,651

Program Service Revenue $298,145

Investment Income $25,575

Other Revenue $0

TOTAL REVENUE $904,371

Expense Breakdown

Grants Paid $14,000

Salaries & Benefits $100,000

Fundraising Expenses $0

Program Expenses $248,851

Other Expenses $207,685

TOTAL EXPENSES $321,685

Year-over-Year Comparison

	2024	2023	Change
Revenue	$904,371	$348,287	+1.6%
Expenses	$321,685	$387,993	-0.2%
Net Income	$582,686	$-39,706	-15.7%

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
JODIE ULLMAN	EXECUTIVE DIRECTOR	20.00		$65,000	$0	$65,000
LORI BARKER	Past President	1.00	Director	$0	$0	$0
GREGORY FEIST	President Elect	1.00	Director	$0	$0	$0
MARK COSTANZO	President	1.00	Officer Director	$0	$0	$0
KELLY ANN BENNION	Secretary/Treas	1.00	Officer Director	$0	$0	$0
MATTHEW JACKSON	Director	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	$904,371	$321,685	$1,256,739	$582,686
2024	No data	No data	No data	No data
2023	$391,016	$358,313	$637,623	$32,703
2022	$330,066	$317,757	$593,648	$12,309
2021	$309,412	$360,321	$658,356	$-50,909
2020	$194,699	$239,322	$619,222	$-44,623
2019	$360,677	$256,864	$723,626	$103,813

Western Psychological Association