Southeastern Association of

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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

1985

Legal Domicile

Phone

2516269644

Tax Period

2025-01-01 to 2025-12-31

Southeastern Association of, founded in 1985, is a small nonprofit in the Community Improvement sector that reported $276K in total revenue in fiscal year 2025.

Mission

Provide Education and Training to Multiple State Community Action Agencies

Program Service Accomplishments

Program 1

Expenses: $303,077 Revenue: $275,895

Certifications,Education, Training Programs for multistate Community Action Agencies including an educational annual conference

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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 (2025)

Revenue Breakdown

Contributions & Grants $79,500

Program Service Revenue $188,429

Investment Income $7,966

Other Revenue $0

TOTAL REVENUE $275,895

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $303,077

Other Expenses $303,077

TOTAL EXPENSES $303,077

Year-over-Year Comparison

	2025	2024	Change
Revenue	$275,895	$288,151	0.0%
Expenses	$303,077	$274,652	+0.1%
Net Income	$-27,182	$13,499	-3.0%

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

N/A

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
Catrena Bowman	Director	1.00	Director	$0	$0	$0
James Williams	President	5.00	Officer Director	$0	$0	$0
Dr Ericka Whitaker	Treasurer	5.00	Officer Director	$0	$0	$0
Patricia Beier	Vice President	5.00	Officer Director	$0	$0	$0
Tim Thraser	Director	1.00	Director	$0	$0	$0
Karienne Simmons	Director	1.00	Director	$0	$0	$0
Cynthia Simpson	Director	1.00	Director	$0	$0	$0
Stephanie Keith	Secretary	5.00	Officer Director	$0	$0	$0
Tres Hamilton	Director	1.00	Director	$0	$0	$0
Brenda Dalin	Director	1.00	Director	$0	$0	$0
Consuela Thompson	Director	1.00	Director	$0	$0	$0
Belva Dorsey-Mott	Director	1.00	Director	$0	$0	$0
James Lowe	Director	1.00	Director	$0	$0	$0
Arlene Dobison	Director	1.00	Director	$0	$0	$0
Nacole Guyton	Director	1.00	Director	$0	$0	$0
Pattye Sawyer	Director	1.00	Director	$0	$0	$0
Paul Doyle	Director	1.00	Director	$0	$0	$0
Troy Roberts	Director	1.00	Director	$0	$0	$0
Rick Baker	Director	1.00	Director	$0	$0	$0
Elnora Littleton	Director	1.00	Director	$0	$0	$0
Sheletta Buckley	Director	1.00	Director	$0	$0	$0
Steve Gaines	Director	1.00	Director	$0	$0	$0
Diann Payne	Director	1.00	Director	$0	$0	$0
Catissa Head	Director	1.00	Director	$0	$0	$0
Patsy Davis	Director	1.00	Director	$0	$0	$0
Darrick Horton	Director	1.00	Director	$0	$0	$0
Sharon Goodson	Director	1.00	Director	$0	$0	$0
Jessica McMoore	Director	1.00	Director	$0	$0	$0
James Palsey	Director	1.00	Director	$0	$0	$0
Tim Jaynes	Director	1.00	Director	$0	$0	$0
Mike Smith	Director	1.00	Director	$0	$0	$0
Jason Stewart	Director	1.00	Director	$0	$0	$0
Demetrius Ramsey	Director	1.00	Director	$0	$0	$0
Delores Mastin	Director	1.00	Director	$0	$0	$0
Pamela Sims	Director	1.00	Director	$0	$0	$0
Karen Brackett-Browning	Director	1.00	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	$275,895	$303,077	$155,622	$-27,182
2024	$288,151	$274,652	$181,217	$13,499
2023	$233,273	$344,621	$169,305	$-111,348
2022	$194,352	$192,397	$282,654	$1,955
2021	$190,231	$182,693	$258,949	$7,538
2020	$106,382	$100,482	$209,501	$5,900
2019	$247,423	$186,555	$203,601	$60,868