SOUTHEASTERN ASSOCIATION OF SCHOOL BUSINESS OFFICIALS (EIN 352391966) - 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

2010

Legal Domicile

Principal Officer

SANDRA HALLIWELL

Phone

6019415747

Tax Period

2024-07-01 to 2025-06-30

SOUTHEASTERN ASSOCIATION OF SCHOOL BUSINESS OFFICIALS, founded in 2010, is a small nonprofit in the Education sector that reported $672K in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. Expenses of $624K left a modest 7% surplus.

Mission

TO PROMOTE NETWORKING & PROFESSIONAL DEVELOPMENT OF SCHOOL BUSINESS ADMINISTRATIVE PERSONNEL

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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 $46,495

Program Service Revenue $473,009

Investment Income $27,508

Other Revenue $125,286

TOTAL REVENUE $672,298

Expense Breakdown

Grants Paid $0

Salaries & Benefits $99,450

Fundraising Expenses $0

Program Expenses $513,519

Other Expenses $524,738

TOTAL EXPENSES $624,188

Year-over-Year Comparison

	2024	2023	Change
Revenue	$672,298	$516,604	+0.3%
Expenses	$624,188	$401,617	+0.6%
Net Income	$48,110	$114,987	-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

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

$98,475

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SANDRA HALLIWELL	EXEC DIR	30.00	Officer	$98,475	$0	$98,475
ROBERT ARD	ASSOCIATE ME	1.00	Director	$0	$0	$0
SUSAN BARKLEY	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINA BERTA	DIRECTOR	1.00	Director	$0	$0	$0
LYNN BUCH	DIRECTOR	1.00	Director	$0	$0	$0
TJ BURLESON	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS CAMPBELL	DIRECTOR	1.00	Director	$0	$0	$0
JEFF DAVIS	PRESIDENT	5.00	Officer Director	$0	$0	$0
LIZ DOMITE	DIRECTOR	1.00	Director	$0	$0	$0
BRANDI GIST	DIRECTOR	1.00	Director	$0	$0	$0
MIKE HEWETT	DIRECTOR	1.00	Director	$0	$0	$0
STACY HOPKINS	DIRECTOR	1.00	Director	$0	$0	$0
HEIDI KERNS	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS LATIMER	DIRECTOR	1.00	Director	$0	$0	$0
TODD MANNING	ASSOCIATE ME	1.00	Director	$0	$0	$0
JOEL MCKENZIE	ASSOCIATE ME	1.00	Director	$0	$0	$0
ANYA RANDLE	PRESIDENT EL	5.00	Officer Director	$0	$0	$0
SCOTT RHEA	DIRECTOR	1.00	Director	$0	$0	$0
ADAM STEELE	PAST PRESIDE	5.00	Officer Director	$0	$0	$0
DAVID STOKES	VICE PRESIDE	5.00	Director	$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	$672,298	$624,188	$773,776	$48,110
2024	$516,604	$401,617	$726,167	$114,987
2023	$388,149	$367,755	$610,679	$20,394
2022	$422,390	$304,564	$594,035	$117,826
2021	$298,330	$256,347	$472,959	$41,983
2020	$171,529	$206,382	$430,476	$-34,853
2019	$394,838	$340,726	$465,329	$54,112

SOUTHEASTERN ASSOCIATION OF SCHOOL BUSINESS OFFICIALS