WINONA EDUCATION ASSOCIATION

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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

1967

Legal Domicile

Principal Officer

KELLY ALLINGTON

Phone

5073138885

Tax Period

2023-09-01 to 2024-08-31

WINONA EDUCATION ASSOCIATION, founded in 1967, is a small nonprofit in the Employment sector that reported $222K in total revenue in fiscal year 2023.

Mission

NEGOTIATE TEACHER CONTRACT, REPRESENT AND PROMOTE TEACHER RIGHTS AND PROMOTE LEADERSHIP ROLES

Program Service Accomplishments

Program 1

NEGOTIATE TEACHER CONTRACT, REPRESENT AND PROMOTE TEACHER RIGHTS AND PROMOTE LEADERSHIP ROLES.

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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 $8,749

Program Service Revenue $209,928

Investment Income $3,185

Other Revenue $0

TOTAL REVENUE $221,862

Expense Breakdown

Grants Paid $2,000

Salaries & Benefits $18,500

Fundraising Expenses $0

Other Expenses $213,478

TOTAL EXPENSES $233,978

Year-over-Year Comparison

	2023	2022	Change
Revenue	$221,862	$227,196	0.0%
Expenses	$233,978	$233,037	+0.0%
Net Income	$-12,116	$-5,841	+1.1%

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

$15,950

Total Directors

$18,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELLY ALLINGTON	CO PRESIDENT	10.00	Officer Director	$6,000	$0	$6,000
DHEADRA WANG	CO PRESIDENT	10.00	Officer Director	$6,000	$0	$6,000
TERRI SPARTZ	SECRETARY	3.00	Officer Director	$1,700	$0	$1,700
JENNA ANDERSON	TREASURER	3.00	Officer Director	$2,250	$0	$2,250
KAREN WHITNEY-THRUNE	DIRECTOR	1.00	Director	$1,300	$0	$1,300
SARAH MICKELSON	DIRECTOR	1.00	Director	$550	$0	$550
BRENDA SVENSON	DIRECTOR	1.00	Director	$400	$0	$400
CARLY HOFER	DIRECTOR	1.00	Director	$300	$0	$300

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	$221,862	$233,978	$249,980	$-12,116
2023	$227,196	$233,037	$262,096	$-5,841
2022	$224,698	$225,387	$267,937	$-689
2021	$218,406	$221,437	$268,626	$-3,031
2019	$231,326	$225,102	$261,442	$6,224