WEA MEMBER BENEFITS FOUNDATION INC (EIN 833341845) - 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

2019

Legal Domicile

Principal Officer

DAVID KIJEK

Phone

8002794030

Tax Period

2022-01-01 to 2022-12-31

WEA MEMBER BENEFITS FOUNDATION INC, founded in 2019, is a micro nonprofit in the Education sector that reported $67K in total revenue in fiscal year 2022. Revenue fell 81% from the prior year — a significant decline worth monitoring. Expenses of $202K exceeded revenue, resulting in a 203% operating deficit.

Mission

TO SUPPORT PUBLIC EDUCATION, PUBLIC EDUCATORS, AND THE COMMUNITIES THEY SERVE.

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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 (2022)

Revenue Breakdown

Contributions & Grants $62,998

Program Service Revenue $0

Investment Income $3,652

Other Revenue $0

TOTAL REVENUE $66,650

Expense Breakdown

Grants Paid $189,583

Salaries & Benefits $0

Fundraising Expenses $442

Program Expenses $199,641

Other Expenses $12,183

TOTAL EXPENSES $201,766

Year-over-Year Comparison

	2022	2021	Change
Revenue	$66,650	$350,893	-0.8%
Expenses	$201,766	$7,690	+25.2%
Net Income	$-135,116	$343,203	-1.4%

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
ROBERT LEHMANN	DIRECTOR	1.00	Director	$0	$0	$0
JANET HUENINK	DIRECTOR (THRU MAY)	1.00	Director	$0	$0	$0
RONALD MARTIN	DIRECTOR	1.00	Director	$0	$0	$0
CLAYTON SMITS	DIRECTOR (THRU MAY)	1.00	Director	$0	$0	$0
ELAINE STELTER	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK MCGRATH	DIRECTOR	1.00	Director	$0	$0	$0
SUZANNE BROWN	DIRECTOR	1.00	Director	$0	$0	$0
NATHAN UGORETZ	DIRECTOR (FROM MAY)	1.00	Director	$0	$0	$0
PEGGY WIRTZ-OLSEN	DIRECTOR (FROM MAY)	1.00	Director	$0	$0	$0
DAVID KIJEK	PRESIDENT	1.00	Officer	$0	$0	$0
KRISTINA SCHILLER	SECRETARY	1.00	Officer	$0	$0	$0
RHONDA SCHEEL	TREASURER	1.00	Officer	$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
2022	$66,650	$201,766	$418,214	$-135,116
2021	$350,893	$7,690	$554,230	$343,203
2020	$204,734	$10,521	$210,127	$194,213

WEA MEMBER BENEFITS FOUNDATION INC