SOUTHWESTERN OHIO EDUCATION ASSN

EIN: 310597998

CINCINNATI, OH

Total Revenue
$334,052
Total Expenses
$223,825
Total Assets
$1,617,978
Net Assets
$1,617,978
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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
1974
Legal Domicile
OH
Principal Officer
MICHAEL FORTMAN
Phone
5132893863
Tax Period
2024-09-01 to 2025-08-31

SOUTHWESTERN OHIO EDUCATION ASSN, founded in 1974, is a small nonprofit that reported $334K in total revenue in fiscal year 2024. The organization ran a surplus of $110K, a strong 33% operating margin.

Mission

REPRESENT MEMBERS AND THEIR CONCERNS THROUGH LABOR UNION ADVOCACY AND TRAINING.

Program Service Accomplishments

Program 1
Expenses: $113,461

THE ASSOCIATION PROVIDES SERVICES TO FURTHER EDUCATE AND SERVE ITS MEMBERS. THIS INCLUDES LEADERSHIP AND EDUCATION OPPORTUNITIES.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $305,095
Program Service Revenue $0
Investment Income $28,957
Other Revenue $0
TOTAL REVENUE $334,052

Expense Breakdown

Grants Paid $17,480
Salaries & Benefits $50,180
Fundraising Expenses $0
Program Expenses $113,461
Other Expenses $156,165
TOTAL EXPENSES $223,825

Year-over-Year Comparison

2024 2023 Change
Revenue $334,052 $334,519 0.0%
Expenses $223,825 $216,833 +0.0%
Net Income $110,227 $117,686 -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

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Governance

Voting Members
20
Independent Members
20
Employees
1
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
3
$18,814
Total Directors
3
$18,814
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MICHAEL FORTMAN PRESIDENT 25.00
Officer Director
$0 $960 $6,960
LORI HARRISON TREASURER 20.00
Officer Director
$5,000 $963 $5,963
DEBORAH JACKSON VICE PRESIDE 20.00
Officer Director
$5,000 $891 $5,891
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 $334,052 $223,825 $1,617,978 $110,227
2024 $334,519 $216,833 $1,507,751 $117,686
2023 $298,038 $213,277 $1,390,065 $84,761
2022 $290,814 $196,242 $1,305,304 $94,572
2021 $287,426 $172,373 $1,210,732 $115,053
2020 $297,767 $159,478 $1,095,679 $138,289
2019 $295,528 $160,469 $957,390 $135,059
2018 $262,430 $149,177 $884,524 $113,253
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