WASHINGTON EDUCATIONAL RESEARCH ASSOCIATION (EIN 237432622) - 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

1966

Legal Domicile

Principal Officer

Dr Kenneth Olden

Phone

3609366110

Tax Period

2024-09-01 to 2025-08-31

WASHINGTON EDUCATIONAL RESEARCH ASSOCIATION, founded in 1966, is a small nonprofit that reported $329K in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $87K, a strong 26% operating margin.

Mission

To provide forums for discussion, promote, improve, disseminate educational research

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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 $196,710

Program Service Revenue $124,650

Investment Income $7,410

Other Revenue $0

TOTAL REVENUE $328,770

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $241,812

Other Expenses $241,812

TOTAL EXPENSES $241,812

Year-over-Year Comparison

	2024	2023	Change
Revenue	$328,770	$280,457	+0.2%
Expenses	$241,812	$226,871	+0.1%
Net Income	$86,958	$53,586	+0.6%

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

408

Independent Members

408

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
Almai Malit	Past-President	1	Officer	$0	$0	$0
Shannon Calderone	President	1	Officer	$0	$0	$0
Kenneth Olden	President-Elect	1	Officer	$0	$0	$0
Bonnie Nelson	Director	1	Officer	$0	$0	$0
Shelby Cooley	Director	0	Officer	$0	$0	$0
Stephanie Thomas	Director	1	Officer	$0	$0	$0
Ashley Birkeland	Director	1	Officer	$0	$0	$0
Maria Flores	Director	1	Officer	$0	$0	$0
John Steach	Director	1	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	$328,770	$241,812	$260,558	$86,958
2024	$280,457	$226,871	$173,600	$53,586
2023	$160,805	$144,316	$120,014	$16,489
2022	$48,455	$41,352	$97,134	$7,103
2021	$58,566	$36,697	$88,204	$21,869
2020	$234,225	$215,531	$66,335	$18,694
2019	$197,097	$228,113	$47,641	$-31,016
2018	$282,544	$316,313	$78,657	$-33,769

WASHINGTON EDUCATIONAL RESEARCH ASSOCIATION