THE SEDONA CONFERENCE (EIN 411893658) - 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

KENNETH J WITHERS

Phone

6022584910

Tax Period

2023-07-01 to 2024-06-30

THE SEDONA CONFERENCE, founded in 1997, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.8M in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $1.6M left a modest 14% surplus.

Mission

The organization provides educational programs and develop related content for lawyers and judges in the areas of complex litigation, antitrust law, intellectual property rights, and data security and privacy laws.

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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 $413,075

Program Service Revenue $1,356,524

Investment Income $34,130

Other Revenue $13,185

TOTAL REVENUE $1,816,914

Expense Breakdown

Grants Paid $0

Salaries & Benefits $907,411

Fundraising Expenses $20,714

Program Expenses $1,447,138

Other Expenses $654,085

TOTAL EXPENSES $1,561,496

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,816,914	$1,471,049	+0.2%
Expenses	$1,561,496	$1,717,709	-0.1%
Net Income	$255,418	$-246,660	-2.0%

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

200

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

$377,880

Total Directors

$282,366

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Craig Weinlein	Chairman/Executive Director until 6/9/24	040.00	Officer Director	$250,000	$32,366	$282,366
Kenneth J Withers	Deputy Executive Director/Corporate Secretary	040.00	Officer	$63,248	$32,266	$95,514
Paul E Burns	Director	002.00	Director	$0	$0	$0
Robert G Sterne	Director	002.00	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	No data	No data	No data	No data
2024	$1,816,914	$1,561,496	$1,445,770	$255,418
2023	$1,471,049	$1,717,709	$1,335,690	$-246,660
2022	$1,448,920	$1,474,618	$1,500,439	$-25,698
2021	$1,134,543	$1,192,446	$1,624,870	$-57,903
2020	$1,324,536	$1,497,126	$1,679,821	$-172,590
2019	$1,686,502	$1,740,132	$1,545,886	$-53,630
2018	$1,567,467	$1,641,474	$1,657,974	$-74,007

THE SEDONA CONFERENCE