SE WORKS INC (EIN 311575264) - 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

1997

Legal Domicile

Principal Officer

HOLLY WHITTLETON

Phone

5037722300

Tax Period

2024-07-01 to 2025-06-30

SE WORKS INC, founded in 1997, is a community nonprofit in the Employment sector that reported $4.0M in total revenue in fiscal year 2024. Expenses of $3.8M left a modest 6% surplus.

Mission

SE WORKS' MISSION IS TO STRENGTHEN THE ECONOMIC HEALTH AND WELL BEING OF OUR DIVERSE COMMUNITY BY FACILITATING SUCCESSFUL CONNECTIONS BETWEEN JOB SEEKERS AND EMPLOYERS.

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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 $4,023,024

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $4,023,024

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,210,613

Fundraising Expenses $40,954

Program Expenses $3,669,168

Other Expenses $1,574,113

TOTAL EXPENSES $3,784,726

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,023,024	$4,059,229	0.0%
Expenses	$3,784,726	$4,069,013	-0.1%
Net Income	$238,298	$-9,784	-25.4%

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

$279,601

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GLENN DAHL	PRESIDENT	1.00	Officer Director	$0	$0	$0
BILL WESTMORELAND	VP AND SECRETARY	1.00	Officer Director	$0	$0	$0
FRANKIE TOKAM-POWELL	FINANCE CHAIR	1.00	Officer Director	$0	$0	$0
CHARLIE DIGREGORIO	MEMBER AT LARGE	1.00	Director	$0	$0	$0
BRANDON MANNING	MEMBER AT LARGE	1.00	Director	$0	$0	$0
DAWN BUSH	DIRECTOR	1.00	Director	$0	$0	$0
BARB SMITH	DIRECTOR	1.00	Director	$0	$0	$0
HOLLY WHITTLETON	EXEC. DIRECTOR	40.00	Officer	$124,189	$311	$124,500
BILL SULLIVAN	FACILITIES AND IT	40.00	Officer	$74,694	$356	$75,050
DANIEL PIERSON	DIRECTOR OF FINANCE	40.00	Officer	$79,949	$102	$80,051

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	$4,023,024	$3,784,726	$3,112,506	$238,298
2024	$4,059,229	$4,069,013	$3,327,842	$-9,784
2023	$4,276,836	$4,471,627	$3,410,424	$-194,791
2022	$3,429,083	$3,659,660	$1,090,803	$-230,577
2021	$3,641,965	$3,407,870	$1,053,055	$234,095
2020	$3,430,762	$3,394,897	$756,703	$35,865
2019	$3,715,003	$3,722,934	$910,917	$-7,931
2018	$4,017,958	$3,933,123	$926,962	$84,835

SE WORKS INC