Southeastern Assoc of Educational Opportunity Program Personnel Inc (EIN 581373533) - 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

1982

Legal Domicile

Phone

4708234976

Tax Period

2023-10-01 to 2024-09-30

Southeastern Assoc of Educational Opportunity Program Personnel Inc, founded in 1982, is a community nonprofit in the Education sector that reported $1.1M in total revenue in fiscal year 2023. Expenses of $1.1M left a modest 3% surplus.

Mission

To promote and support equal education opportunity and access to postsecondary education. Through professional development, networking, research and advocacy, SAEOPP provides TRIO

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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 $394,733

Program Service Revenue $651,013

Investment Income $95

Other Revenue $42,487

TOTAL REVENUE $1,088,328

Expense Breakdown

Grants Paid $0

Salaries & Benefits $96,512

Fundraising Expenses $0

Program Expenses $818,130

Other Expenses $954,583

TOTAL EXPENSES $1,051,095

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,088,328	$1,054,650	+0.0%
Expenses	$1,051,095	$1,118,321	-0.1%
Net Income	$37,233	$-63,671	-1.6%

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

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Senovia Williams	Director	5.00	Director	$0	$0	$0
Jwan Jackson	Director	5.00	Director	$0	$0	$0
Matthew Donovan	Director	5.00	Director	$0	$0	$0
Mitchell Sheers	Director	5.00	Director	$0	$0	$0
Elaine Tilley	Director	5.00	Director	$0	$0	$0
Rik Tate	Director	5.00	Director	$0	$0	$0
Maurice Mathis	Director	5.00	Director	$0	$0	$0
Ashley Robinson	Director	5.00	Director	$0	$0	$0
Sherontae Maxwell	President	30.00	Officer Director	$0	$0	$0
Holly Lawrence	Vice Pres.	10.00	Officer Director	$0	$0	$0
Michael Harrison	Treasurer	20.00	Officer Director	$0	$0	$0
Melissa Towe	Secretary	10.00	Officer Director	$0	$0	$0
Raymond Cabrera	Immediate Past Pres.	5.00	Officer Director	$0	$0	$0
Dr Dr Ronnie D Gross	Parliamentarian	10.00	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
2024	$1,088,328	$1,051,095	$178,890	$37,233
2023	$1,054,650	$1,118,321	$141,152	$-63,671
2022	$2,019,230	$2,311,081	$187,114	$-291,851
2021	$2,079,133	$1,845,744	$475,397	$233,389
2020	$1,172,399	$1,143,332	$236,206	$29,067
2019	$1,678,769	$1,667,596	$207,139	$11,173
2018	$1,809,472	$1,777,498	$195,962	$31,974

Southeastern Assoc of Educational Opportunity Program Personnel Inc