SCHOOL EQUITY CAUCUS

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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

1987

Legal Domicile

Principal Officer

DIRK WEELDREYER

Phone

5172270774

Tax Period

2021-07-01 to 2022-06-30

SCHOOL EQUITY CAUCUS, founded in 1987, is a small nonprofit that reported $161K in total revenue in fiscal year 2021. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $141K left a modest 12% surplus.

Mission

DEDICATED TO ASSURING ADEQUATE AND EQUITABLE OPPORTUNITY FOR K-12 PUBLIC SCHOOLS. INFORM MEMBERSHIP REGARDING LEGISLATION. WORK TO INITIATE APPROPRIATE POLICIES FOR SUCH.

Program Service Accomplishments

Program 1

Expenses: $141,480 Revenue: $4,045

DEVELOP MONTHLY NEWSLETTERS FOR MEMBERSHIP. DEVELOP POSITION PAPERS AND COLLECT DATA FROM STATE AGENCIES.

Program 2

DISSEMINATE INFORMATION BY SPEAKING AT CONFERENCES AND MEETINGS TO K-12 PUBLIC SCHOOL SUPERINTENDENTS WHO ARE MEMBERS OR POTENTIAL MEMBERS ABOUT OUR ORGANIZATION AND WHAT IS GOING ON REGARDING...

DISSEMINATE INFORMATION BY SPEAKING AT CONFERENCES AND MEETINGS TO K-12 PUBLIC SCHOOL SUPERINTENDENTS WHO ARE MEMBERS OR POTENTIAL MEMBERS ABOUT OUR ORGANIZATION AND WHAT IS GOING ON REGARDING LEGISLATION AFFECTING K-12 SCHOOLS.

Program 3

REPRESENTED MANY PUBLIC SCHOOL DISTRICTS REGARDING SCHOOL AID AND SCHOOL FUNDING REFORM WITH STATE LEGISLATURE AND ADMINISTRATION.

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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 (2021)

Revenue Breakdown

Contributions & Grants $156,304

Program Service Revenue $4,045

Investment Income $466

Other Revenue $0

TOTAL REVENUE $160,815

Expense Breakdown

Grants Paid $0

Salaries & Benefits $73,400

Fundraising Expenses $0

Program Expenses $141,480

Other Expenses $68,080

TOTAL EXPENSES $141,480

Year-over-Year Comparison

	2021	2020	Change
Revenue	$160,815	$141,173	+0.1%
Expenses	$141,480	$133,010	+0.1%
Net Income	$19,335	$8,163	+1.4%

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

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

$73,400

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIRK WEELDREYER	EXECUTIVE DI	32.00	Officer	$73,400	$0	$73,400
TERESA BELOTE	REPRESENTATI	1.50	Director	$0	$0	$0
MATT CAIRY	REPRESENTATI	1.50	Director	$0	$0	$0
JOE CANDELA	REPRESENTATI	1.50	Director	$0	$0	$0
CATHERINE ERICKSON	REPRESENTATI	1.50	Director	$0	$0	$0
MARK HAAG	PRESIDENT	1.50	Officer Director	$0	$0	$0
JAMIE HUBER	REPRESENTATI	1.50	Director	$0	$0	$0
PETER KUDLAK	SECRETARY	1.50	Officer Director	$0	$0	$0
ANGIE MCARTHUR	REPRESENTATI	1.50	Director	$0	$0	$0
DAVID SCHULTE	TREASURER	1.50	Officer Director	$0	$0	$0
MATT SHASTAL	REPRESENTATI	1.50	Director	$0	$0	$0
SCOTT SMITH	REPRESENTATI	1.50	Director	$0	$0	$0
TERRY WHELAN	VICE PRESIDE	1.50	Officer 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
2022	$160,815	$141,480	$193,993	$19,335
2021	$141,173	$133,010	$174,658	$8,163
2020	$149,033	$138,714	$166,495	$10,319
2019	$155,720	$138,751	$156,176	$16,969