SCHOOL OF ECONOMICS INC

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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

1994

Legal Domicile

Phone

8162248171

Tax Period

2023-08-01 to 2024-07-31

SCHOOL OF ECONOMICS INC, founded in 1994, is a small nonprofit that reported $605K in total revenue in fiscal year 2023. Expenses of $814K exceeded revenue, resulting in a 35% operating deficit.

Mission

Our mission is to engage students through real world learning to promote lifelong financial capabilities.

Program Service Accomplishments

Program 1

Expenses: $484,487 Revenue: $193,858

SOE Market and Mini-Town are programs that provide hands-on learning experience where students operate their own economy and experience real world demands that businesses and individuals encounter...

SOE Market and Mini-Town are programs that provide hands-on learning experience where students operate their own economy and experience real world demands that businesses and individuals encounter. skills and knowledge learned in the class room are put into action.

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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 $396,377

Program Service Revenue $193,858

Investment Income $1,901

Other Revenue $12,874

TOTAL REVENUE $605,010

Expense Breakdown

Grants Paid $0

Salaries & Benefits $437,529

Fundraising Expenses $91,906

Program Expenses $484,487

Other Expenses $376,847

TOTAL EXPENSES $814,376

Year-over-Year Comparison

	2023	2022	Change
Revenue	$605,010	$572,817	+0.1%
Expenses	$814,376	$701,928	+0.2%
Net Income	$-209,366	$-129,111	+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

Volunteers

2897

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

Total Directors

Key Employees

$98,961

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jamie Batschke	Executive Director	40.00	Key Emp Highest	$98,961	$0	$98,961
Zack Geuriin	Board President	2.00	Officer Director	$0	$0	$0
Lynn Anderson	Vice President and Secretary	2.00	Officer Director	$0	$0	$0
Tujuania Scott	Treasurer	2.00	Officer Director	$0	$0	$0
Jennifer Matney	Vice Treasurer	2.00	Officer Director	$0	$0	$0
Lydia Jeter	Board Member	2.00	Director	$0	$0	$0
Ryan HeidenReich	Board Member	2.00	Director	$0	$0	$0
Uzo Nwonwu	Board Member	2.00	Director	$0	$0	$0
Angela Allen	Board Member	2.00	Director	$0	$0	$0
Sandra Lenzmeier	Board Member	2.00	Director	$0	$0	$0
Jamison Bosch	Board Member	2.00	Director	$0	$0	$0
Heather Kenney	Board Member	2.00	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	$605,010	$814,376	$1,151,875	$-209,366
2023	$572,817	$701,928	$1,157,778	$-129,111
2022	$505,697	$654,547	$1,404,016	$-148,850
2021	$513,947	$436,837	$1,587,277	$77,110
2019	$494,279	$478,190	$170,845	$16,089