SOUTHWESTERN ENVIRONMENTAL EDUCATI… - Form 990 Financial Data

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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

1991

Legal Domicile

Principal Officer

FRANCIS MORGAN

Phone

5206701442

Tax Period

2024-01-01 to 2024-12-31

SOUTHWESTERN ENVIRONMENTAL EDUCATION EXCHANGE, founded in 1991, is a community nonprofit in the Environment sector that reported $1.7M in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year.

Mission

THE SERVICES, THAT THE EXCHANGE PROVIDE, FOCUS ON EDUCATION ABOUT THE NATURAL AND BUILT ENVIRONMENT.

Program Service Accomplishments

Program 1

Expenses: $682,831 Revenue: $611,020

TUCSON ELECTRIC POWER:IN 2024, THE EXCHANGE CONDUCTED CLASSROOM PRESENTATIONS FOR TEP/UNSE AND REACHED OVER 20,200 STUDENTS THROUGHOUT THE STATE OF ARIZONA WITH DIRECT CLASSROOM INSTRUCTION ON ENERGY EFFICIENCY, RENEWABLE ENERGY, AND ELECTRICAL SAFETY WITH OVER 780 INDIVIDUAL PROGRAM PRESENTATIONS. IN ADDITION THE EXCHANGE MANAGED AND STAFFED OVER 90 LARGE PUBLIC EVENTS FOR TEP REACHING OVER 27,000 CUSTOMERS IN THE TEP/UNSE SERVICE TERRITORIES.

Program 2

Expenses: $341,415 Revenue: $213,352

SALT RIVER PROJECT:IN 2024 THE EXCHANGE CONDUCTED OVER 420 CLASSROOM PRESENTATIONS AND REACHED OVER 16,000 STUDENTS THROUGHOUT THE PHOENIX METRO AREA WITH DIRECT CLASSROOM INSTRUCTION ON ENERGY...

SALT RIVER PROJECT:IN 2024 THE EXCHANGE CONDUCTED OVER 420 CLASSROOM PRESENTATIONS AND REACHED OVER 16,000 STUDENTS THROUGHOUT THE PHOENIX METRO AREA WITH DIRECT CLASSROOM INSTRUCTION ON ENERGY EFFICIENCY AND RENEWABLE ENERGY. IN ADDITION THE EXCHANGE MANAGED AND STAFFED 7 LARGE PUBLIC EVENTS FOR SRP REACHING OVER 6,000 CUSTOMERS IN THE SRP SERVICE TERRITORY.

Program 3

Expenses: $341,415 Revenue: $461,807

TUCSON WATER:TUCSON WATER CONTINUES TO BE E3'S LONGEST PROGRAM PARTNERSHIP DATING BACK TO 1993. IN 2024, THE EXCHANGE CONDUCTED OVER 915 CLASSROOM PRESENTATIONS THROUGHOUT THE TUCSON METRO AREA...

TUCSON WATER:TUCSON WATER CONTINUES TO BE E3'S LONGEST PROGRAM PARTNERSHIP DATING BACK TO 1993. IN 2024, THE EXCHANGE CONDUCTED OVER 915 CLASSROOM PRESENTATIONS THROUGHOUT THE TUCSON METRO AREA. TOPICS FOR CLASSROOM INSTRUCTION INCLUDE WATER, SUPPLY, WATER QUALITY, WATER CONSERVATION, AND CLIMATE CHANGE. IN TOTAL THE PROGRAMS REACHED OVER 22,300 STUDENTS WITH DIRECT CLASSROOM PRESENTATIONS. THE EXCHANGE ALSO MANAGED A WATER EFFICIENCY GIVE-A-WAY PROGRAM FOR TUCSON WATER, PURCHASING SUPPLIES AND MAILING OVER 2,000 INDIVIDUAL WATER SAVINGS KITS TO TUCSON WATER CUSTOMERS.

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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 $83,953

Program Service Revenue $1,593,227

Investment Income $47,196

Other Revenue $0

TOTAL REVENUE $1,724,376

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,109,743

Fundraising Expenses $0

Program Expenses $1,707,076

Other Expenses $597,333

TOTAL EXPENSES $1,707,076

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,724,376	$1,852,448	-0.1%
Expenses	$1,707,076	$1,615,809	+0.1%
Net Income	$17,300	$236,639	-0.9%

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

Total Directors

Key Employees

$246,335

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES B GLOVER	TRUSTEE	1.00	Director	$0	$0	$0
DONALD L TEMPKIN	TRUSTEE	1.00	Director	$0	$0	$0
SARIYA JAROSVIROJ BROWN	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD FE TOM	TRUSTEE	1.00	Director	$0	$0	$0
FRANCIS MORGAN	PRESIDENT	5.00	Officer	$0	$0	$0
SUSAN RANDOLPH	VICE PRESIDENT	1.00	Officer	$0	$0	$0
MICHAEL BROWN	SECRETARY/TREASURER	1.00	Officer	$0	$0	$0
NEIL MARKOWITZ	EXECUTIVE DIRECTOR	40.00	Key Emp	$246,335	$0	$246,335

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	$1,724,376	$1,707,076	$890,360	$17,300
2023	$1,852,448	$1,615,809	$873,060	$236,639
2022	$1,276,473	$1,526,762	$712,190	$-250,289
2021	$1,387,122	$1,446,432	$962,353	$-59,310
2020	$1,331,279	$1,418,788	$1,141,461	$-87,509
2019	$1,274,605	$1,112,825	$1,309,212	$161,780
2018	$1,118,980	$1,024,280	$1,146,403	$94,700

SOUTHWESTERN ENVIRONMENTAL EDUCATION EXCHANGE