BOULDER WESTMINSTER UNISERV UNIT

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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

1971

Legal Domicile

Principal Officer

DAVID STEWART

Phone

3034444486

Tax Period

2023-09-01 to 2024-08-31

BOULDER WESTMINSTER UNISERV UNIT, founded in 1971, is a small nonprofit that reported $417K in total revenue in fiscal year 2023. Expenses of $375K left a modest 10% surplus.

Mission

OUR MISSION IS TO PROMOTE QUALITY PUBLIC EDUCATION AND TO ADVOCATE FOR THE PROFESSIONAL INTERESTS OF PUBLIC EDUCATION EMPLOYEES.

Program Service Accomplishments

Program 1

TO EMPOWER OUR MEMBERS TO ADVOCATE FOR OUR PROFESSION AND COLLECTIVELY PROMOTE GREAT PUBLIC SCHOOLS.

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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 $416,756

Program Service Revenue $0

Investment Income $10

Other Revenue $0

TOTAL REVENUE $416,766

Expense Breakdown

Grants Paid $0

Salaries & Benefits $321,055

Fundraising Expenses $0

Other Expenses $54,021

TOTAL EXPENSES $375,076

Year-over-Year Comparison

	2023	2022	Change
Revenue	$416,766	$403,296	+0.0%
Expenses	$375,076	$359,568	+0.0%
Net Income	$41,690	$43,728	0.0%

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

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
JOHN WHETZEL	N/A	45.00		$134,500	$0	$134,500
ERIC HEROLD	N/A	45.00		$80,997	$0	$80,997
DAVID STEWART	UNIT CHAIR	0.00	Officer	$0	$0	$0
FRAN GROFF-GONZALES	VICE CHAIR	0.00	Officer	$0	$0	$0
DEREK HAWKINS	Secretary	0.00	Officer	$0	$0	$0
BEN JOHNSON	Treasurer	0.00	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	No data	No data	No data	No data
2024	$416,766	$375,076	$247,502	$41,690
2023	$403,296	$359,568	$206,495	$43,728
2022	$392,476	$392,850	$163,044	$-374
2021	$380,929	$353,698	$163,789	$27,231
2020	$372,103	$335,919	$136,450	$36,184
2019	$421,793	$391,833	$99,045	$29,960