WESTMINSTER EDUCATION ASSOCIATION (EIN 840605082) - 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

1970

Legal Domicile

Principal Officer

MELISSA DURAN

Phone

3034271734

Tax Period

2024-09-01 to 2025-08-31

WESTMINSTER EDUCATION ASSOCIATION, founded in 1970, is a small nonprofit that reported $357K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $312K left a modest 13% surplus.

Mission

SCHOOL DISTRICT LABOR ORGANIZATION

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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 $353,688

Program Service Revenue $0

Investment Income $3,285

Other Revenue $0

TOTAL REVENUE $356,973

Expense Breakdown

Grants Paid $0

Salaries & Benefits $16,750

Fundraising Expenses $0

Other Expenses $294,785

TOTAL EXPENSES $311,535

Year-over-Year Comparison

	2024	2023	Change
Revenue	$356,973	$326,817	+0.1%
Expenses	$311,535	$284,145	+0.1%
Net Income	$45,438	$42,672	+0.1%

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

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

$2,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MELISSA DURAN	PRESIDENT	040.00	Officer	$2,000	$0	$2,000
EDRA JOJOLA	DIRECTOR	002.00	Director	$0	$0	$0
MALCOLM DAVIS	DIRECTOR	002.00	Director	$0	$0	$0
JODY WEIDEMANN	DIRECTOR	002.00	Director	$0	$0	$0
RYAN HARTGERINK	DIRECTOR	002.00	Director	$0	$0	$0
BREANNE GRIEGO	VICE PRESIDENT - LIC	002.00	Officer	$0	$0	$0
CAITLIN HOLLICK	VICE PRESIDENT - ESP	002.00	Officer	$0	$0	$0
SUSAN GARCIA	TREASURER	002.00	Officer	$0	$0	$0
DEREK HAWKINS	SECRETARY	002.00	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
2025	$356,973	$311,535	$269,424	$45,438
2024	$326,817	$284,145	$223,986	$42,672
2023	$337,978	$337,984	$181,314	$-6
2022	$344,112	$301,804	$181,422	$42,308
2021	$324,971	$319,471	$139,419	$5,500
2020	$296,830	$303,278	$135,693	$-6,448

WESTMINSTER EDUCATION ASSOCIATION