SOUTHWESTERN ASSOCIATION OF EPISCO… - Form 990 Financial Data

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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

1957

Legal Domicile

Principal Officer

ROB DEVLIN

Phone

8066552400

Tax Period

2024-07-01 to 2025-06-30

SOUTHWESTERN ASSOCIATION OF EPISCOPAL SCHOOLS, founded in 1957, is a small nonprofit in the Education sector that reported $900K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $771K left a modest 14% surplus.

Mission

TO LEAD, TO NURTURE, AND TO UNIFY EPISCOPAL SCHOOLS IN ORDER TO ADVANCE EDUCATIONAL EXCELLENCE WITHIN THE FAITH COMMUNITY OF THE EPISCOPAL CHURCH.

Program Service Accomplishments

Program 1

Expenses: $612,406 Revenue: $787,836

TO PROMOTE HIGH STANDARDS OF EDUCATION AMONG APPROXIMATELY 101 MEMBER SCHOOLS THROUGH MEMBERSHIP, ACCREDITATION, POLICIES, WORKSHOPS, MEETINGS, AND PUBLICATIONS.

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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 $61,350

Program Service Revenue $696,815

Investment Income $141,665

Other Revenue $0

TOTAL REVENUE $899,830

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $547,206

Fundraising Expenses $0

Program Expenses $612,406

Other Expenses $214,246

TOTAL EXPENSES $771,452

Year-over-Year Comparison

	2024	2023	Change
Revenue	$899,830	$973,662	-0.1%
Expenses	$771,452	$717,030	+0.1%
Net Income	$128,378	$256,632	-0.5%

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

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

$237,542

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CATHERINE CLARK	PRESIDENT	1.00	Officer Director	$0	$0	$0
NATHAN SHELDON	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
BRYAN DENNEY	TREASURER	1.00	Officer Director	$0	$0	$0
THE REV MILES R BRANDON II	VICAR CHAPLAIN	1.00	Officer Director	$0	$0	$0
RICK KELLOGG JR	FMR TREASURER,DIRECTOR	1.00	Director	$0	$0	$0
NETRA FIZGERALD	DIRECTOR	1.00	Director	$0	$0	$0
EMMA WHITMAN	SECRETARY	1.00	Officer Director	$0	$0	$0
CHELSEA COLLINS	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA GRUBB	DIRECTOR	1.00	Director	$0	$0	$0
REV SCOTT BROWN	DIRECTOR	1.00	Director	$0	$0	$0
CARRIE STEAKLEY	DIRECTOR	1.00	Director	$0	$0	$0
JAMIE GRIFFIN	DIRECTOR	1.00	Director	$0	$0	$0
PAGE RACE	DIRECTOR	1.00	Director	$0	$0	$0
GARHETT WAGERS	DIRECTOR	1.00	Director	$0	$0	$0
CATHERINE BOHOT	DIRECTOR	1.00	Director	$0	$0	$0
MATT RUSH	DIRECTOR	1.00	Director	$0	$0	$0
WHITNEY DRENNEN	DIRECTOR	1.00	Director	$0	$0	$0
THOR KVANDE	DIRECTOR	1.00	Director	$0	$0	$0
ROB DEVLIN	EXECUTIVE DIRECTOR	40.00	Key Emp	$237,542	$0	$237,542

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	$899,830	$771,452	$1,649,637	$128,378
2024	$973,662	$717,030	$1,461,324	$256,632
2023	$573,953	$637,522	$1,006,848	$-63,569
2022	$619,323	$658,140	$1,045,776	$-38,817
2021	$509,397	$531,621	$1,305,850	$-22,224
2020	$778,509	$659,125	$1,131,328	$119,384

SOUTHWESTERN ASSOCIATION OF EPISCOPAL SCHOOLS