SOUTHWESTERN COMMUNITY COLLEGE EDUCATION FOUNDATION (EIN 421197894) - 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

1981

Legal Domicile

Principal Officer

CAITLYN MAITLEN

Phone

6417827081

Tax Period

2024-04-01 to 2025-03-31

SOUTHWESTERN COMMUNITY COLLEGE EDUCATION FOUNDATION, founded in 1981, is a small nonprofit that reported $945K in total revenue in fiscal year 2024. Revenue surged 50% from the prior year, signaling strong growth momentum. The organization ran a surplus of $283K, a strong 30% operating margin.

Mission

TO PROVIDE SCHOLARSHIPS TO STUDENTS OF SOUTHWESTERN COMMUNITY COLLEGE

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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 $700,886

Program Service Revenue $0

Investment Income $205,986

Other Revenue $37,903

TOTAL REVENUE $944,775

Expense Breakdown

Grants Paid $627,832

Salaries & Benefits $0

Fundraising Expenses $14,900

Program Expenses $627,832

Other Expenses $33,779

TOTAL EXPENSES $661,611

Year-over-Year Comparison

	2024	2023	Change
Revenue	$944,775	$629,990	+0.5%
Expenses	$661,611	$610,636	+0.1%
Net Income	$283,164	$19,354	+13.6%

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

$171,357

Total Directors

$221,720

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDSAY STOAKS	DIRECTOR	1.00	Director	$0	$41,133	$221,720
ALLEN POHREN	PRESIDENT	0.00	Officer Director	$0	$0	$0
RICK OSHEL	VICE PRESIDENT	0.00	Officer Director	$0	$0	$0
JULIE LANNING	DIRECTOR	0.00	Director	$0	$0	$0
AMY HOOK	DIRECTOR	0.00	Director	$0	$0	$0
KEVIN BRITTEN	DIRECTOR	0.00	Director	$0	$0	$0
ALEC TURNER	DIRECTOR	0.00	Director	$0	$0	$0
BRANDI SHAY	TREASURER	2.00	Officer	$0	$0	$116,157
CAITLYN MAITLEN	SECRETARY	40.00	Officer	$0	$0	$55,200
DR MARJORIE MCGUIRE-WELCH	FORMER DIRECTOR	0.00		$0	$21,204	$298,121

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	$944,775	$661,611	$4,516,936	$283,164
2024	$629,990	$610,636	$4,233,772	$19,354
2023	$816,445	$487,132	$4,214,418	$329,313
2022	$492,386	$377,688	$3,885,105	$114,698
2021	$1,102,086	$410,113	$3,771,200	$691,973

SOUTHWESTERN COMMUNITY COLLEGE EDUCATION FOUNDATION