SANTA ROSA PROFESSIONAL EDUCATORS INC (EIN 591633164) - 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

1968

Legal Domicile

Principal Officer

DAVID GODWIN

Phone

8506235877

Tax Period

2024-09-01 to 2025-08-31

SANTA ROSA PROFESSIONAL EDUCATORS INC, founded in 1968, is a small nonprofit in the Employment sector that reported $350K in total revenue in fiscal year 2024. Expenses of $401K exceeded revenue, resulting in a 15% operating deficit.

Mission

THE SANTA ROSA PROFESSIONAL EDUCATORS IS A PROFESSIONAL ORGANIZATION DEDICATED TO SERVING THE SANTA ROSA COUNTY SCHOOL DISTRICT PERSONNEL. OUR MISSION IS TO PROVIDE CONTINUED SUPPORT TO OUR MEMBERS WHILE WORKING COHESIVELY WITH THE SANTA ROSA COUNTY SCHOOL DISTRICT

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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 $349,340

Program Service Revenue $0

Investment Income $347

Other Revenue $0

TOTAL REVENUE $349,687

Expense Breakdown

Grants Paid $3,241

Salaries & Benefits $189,432

Fundraising Expenses $0

Other Expenses $179,896

TOTAL EXPENSES $401,070

Year-over-Year Comparison

	2024	2023	Change
Revenue	$349,687	$357,030	0.0%
Expenses	$401,070	$496,138	-0.2%
Net Income	$-51,383	$-139,108	-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

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

$14,876

Total Directors

$14,876

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNA NEESE	EXECUTIVE DIRECTOR	40.00		$75,699	$0	$75,699
DANIEL NEESE	OFFICE MANAGER	40.00		$44,238	$0	$44,238
RHONDA CHAVERS	ESE/CONTRACT SPECIALIST	40.00		$40,975	$0	$40,975
DAVID GODWIN	President	0.00	Officer Director	$14,876	$0	$14,876
TIFFANY LOWRY	Director	0.00	Director	$0	$0	$0
MARIE BODI LOCKLIN	Vice President	0.00	Officer Director	$0	$0	$0
TAMELA STRICKLAND	Secretary	0.00	Officer Director	$0	$0	$0
SUSAN CRAWFORD	Treasurer	0.00	Officer Director	$0	$0	$0
JO LYNN WILEY	Director	0.00	Director	$0	$0	$0
NINA VOELKER	Director	0.00	Director	$0	$0	$0
RUTH BLACKMAN	Director	0.00	Director	$0	$0	$0
BONNITA BILLINGS	Director	0.00	Director	$0	$0	$0
LANDRA MCCRARY	Director	0.00	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	$349,687	$401,070	$271,698	$-51,383
2024	$357,030	$496,138	$335,486	$-139,108
2023	$483,251	$428,754	$469,929	$54,497
2022	$433,699	$381,960	$420,568	$51,739
2021	$432,345	$366,442	$359,651	$65,903
2021	$432,345	$351,937	$374,156	$80,408
2019	$378,470	$335,792	$229,273	$42,678

SANTA ROSA PROFESSIONAL EDUCATORS INC