American Association of University Women Special Projects Fund (EIN 680463071) - 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

2001

Legal Domicile

Principal Officer

Sue Cochran

Phone

9164487795

Tax Period

2023-01-01 to 2023-12-31

American Association of University Women Special Projects Fund, founded in 2001, is a small nonprofit in the Education sector that reported $835K in total revenue in fiscal year 2023. Revenue surged 61% from the prior year, signaling strong growth momentum. Net assets of $1.7M represent 24 months of operating reserves.

Mission

The AAUW California Special Projects Fund receives and distributes funds for programs and projects that further education and equity for all women and girls in California communities.

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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 $774,792

Program Service Revenue $0

Investment Income $59,517

Other Revenue $500

TOTAL REVENUE $834,809

Expense Breakdown

Grants Paid $54,642

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $854,168

Other Expenses $860,069

TOTAL EXPENSES $914,711

Year-over-Year Comparison

	2023	2022	Change
Revenue	$834,809	$518,476	+0.6%
Expenses	$914,711	$722,377	+0.3%
Net Income	$-79,902	$-203,901	-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

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
Terri Clark	Vice President	5.00	Officer Director	$0	$0	$0
Mary Morrison	Treasurer	5.00	Officer Director	$0	$0	$0
Kathy Schmidt	Director	1.00	Director	$0	$0	$0
Linda Slater	Secretary	5.00	Officer Director	$0	$0	$0
Susan Negrete	Director	1.00	Director	$0	$0	$0
Sharon Westafer	Director	1.00	Director	$0	$0	$0
Sue Cochran	President	5.00	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	No data	No data	No data	No data
2023	$834,809	$914,711	$1,719,487	$-79,902
2022	$518,476	$722,377	$1,746,970	$-203,901
2021	$457,490	$391,952	$2,132,236	$65,538
2020	$627,241	$167,649	$2,071,020	$459,592
2019	$1,062,550	$948,591	$1,476,546	$113,959
2018	$1,719,138	$944,579	$1,302,027	$774,559

American Association of University Women Special Projects Fund