UNIT 5 EDUCATION ASSOCIATION (EIN 371245404) - 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

1954

Legal Domicile

Principal Officer

JULIE HAGLER

Phone

3096636400

Tax Period

2023-07-01 to 2024-06-30

UNIT 5 EDUCATION ASSOCIATION, founded in 1954, is a small nonprofit that reported $379K in total revenue in fiscal year 2023. Revenue surged 1456092% from the prior year, signaling strong growth momentum. The organization ran a surplus of $276K, a strong 73% operating margin.

Mission

TO ADVANCE PUBLIC EDUCATION AND TO PROMOTE THE WELFARE OF STUDENTS AND TEACHERS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $377,808

Investment Income $772

Other Revenue $30

TOTAL REVENUE $378,610

Expense Breakdown

Grants Paid $5,110

Salaries & Benefits $11,987

Fundraising Expenses $0

Program Expenses $100,796

Other Expenses $85,817

TOTAL EXPENSES $102,914

Year-over-Year Comparison

	2023	2022	Change
Revenue	$378,610	$26	+14560.9%
Expenses	$102,914	$160,837	-0.4%
Net Income	$275,696	$-160,811	-2.7%

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

$6,596

Total Directors

$11,987

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE HAGLER	PRESIDENT	55.00	Officer Director	$4,799	$0	$4,799
DIANA VISSERING	VICE PRESIDENT	8.00	Officer Director	$599	$0	$599
GEORGE VANWINKLE	SECRETARY	2.00	Officer Director	$599	$0	$599
TARA PENDELTON	TREASURER	4.00	Officer Director	$599	$0	$599
SUSAN STEINBACH	CALENDAR	1.00	Director	$599	$0	$599
BLAIR BROKER	HOSPITALITY	1.00	Director	$599	$0	$599
ALYSSA RIED BAGWELL	NEW EDUCATOR COMMITTEE CHAIR	1.50	Director	$599	$0	$599
COREY BEIRNE	POLITICAL ACTION COMMITTE CHAIR	2.50	Director	$599	$0	$599
MAGGIE LAKEBRINK	PR	1.00	Director	$599	$0	$599
TYLER MCWHORTER	REGION 14 REP & BYLAWS	1.00	Director	$599	$0	$599
DAVID STARR	SCHOLOARSHIP	2.00	Director	$599	$0	$599
GERI KERBER	GRIEVANCE CHAIR	1.00	Director	$599	$0	$599
ASHLEY DURDAN-LEVY	MEMBERSHIP CHAIR	2.50	Director	$599	$0	$599

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
2024	$378,610	$102,914	$436,586	$275,696

UNIT 5 EDUCATION ASSOCIATION