WESTERN ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS (EIN 680380952) - 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

1996

Legal Domicile

Principal Officer

ROBERT BRADSHAW

Phone

2062095267

Tax Period

2023-01-01 to 2023-12-31

WESTERN ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS, founded in 1996, is a community nonprofit in the Education sector that reported $1.7M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

TO HELP MEMBERS DEVELOP PROFESSIONALLY AND TO EXPLORE ISSUES AND TRENDS IN HIGHER EDUCATION.

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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 $0

Program Service Revenue $1,769,565

Investment Income $-90,678

Other Revenue $0

TOTAL REVENUE $1,678,887

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,563,661

Other Expenses $1,787,438

TOTAL EXPENSES $1,787,438

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,678,887	$1,542,488	+0.1%
Expenses	$1,787,438	$1,781,201	+0.0%
Net Income	$-108,551	$-238,713	-0.5%

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
LUPE VALENCIA	PRESIDENT	8.00	Officer Director	$0	$0	$0
BRAD BACA	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
MICHAEL CLUNE	1ST VP	2.00	Officer Director	$0	$0	$0
ROBYN PENNINGTON	2ND VP	2.00	Officer Director	$0	$0	$0
LORI SEAGER	3RD VP	1.00	Officer Director	$0	$0	$0
ROBERT BRADSHAW	TREASURER	3.00	Officer Director	$0	$0	$0
CALLIE JUAREZ	SECRETARY	2.00	Officer Director	$0	$0	$0
LINDA KOSTEN	CDRIC AT LARGE	3.00	Director	$0	$0	$0
LYNN VALENTER	SMALL INSTITUTES AT LARGE	2.00	Director	$0	$0	$0
LINDA CORDIER	COMMUNITY COLLEGES AT LARGE	2.00	Director	$0	$0	$0
MONICA KANE	AT LARGE APPOINTED	2.00	Director	$0	$0	$0
DAVID TAMANAHA	AT LARGE APPOINTED	2.00	Director	$0	$0	$0
JEFF RATJE	AT LARGE APPOINTED	2.00	Director	$0	$0	$0
TERESA COSTANTINITIS	PAST PAST PRESIDENT	2.00	Director	$0	$0	$0
ROBERT BRADSHAW	FINANCE COMMITTEE CHAIR	2.00	Director	$0	$0	$0
SARA REED	PDSC CHAIR	2.00	Director	$0	$0	$0
MATT SKINNER	AUDIT COMMITTEE CHAIR	2.00	Director	$0	$0	$0
NICHOL LUOMA	BUSINESS PARTNERS STEERING COMMITTEE CHAIR	2.00	Director	$0	$0	$0
PATRICIA ANDERSON	DIVERSITY, EQUITY & INCLUSION CHAIR	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
2024	No data	No data	No data	No data
2023	$1,678,887	$1,787,438	$1,457,562	$-108,551
2022	$1,542,488	$1,781,201	$1,321,831	$-238,713
2021	$849,761	$669,129	$1,800,018	$180,632
2020	$497,127	$745,823	$1,520,967	$-248,696
2019	$1,709,341	$1,661,787	$1,628,248	$47,554
2018	$1,836,515	$1,692,238	$1,399,125	$144,277

WESTERN ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS