SOUTHWESTERN ENVIRONMENTAL EDUCATION EXCHANGE (EIN 860682018) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

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

SOUTHWESTERN ENVIRONMENTAL EDUCATION EXCHANGE ("E3") SUPPORTS PUBLIC AGENCIES, MUNICIPALITIES, AND PRIVATE ORGANIZATIONS WITH PRINTED AND WEB BASED MATERIALS. E3 CREATES CURRICULUM ON ENERGY, WATER, ELECTRICAL, AND BICYCLE SAFETY FOR ELEMENTARY THROUGH HIGH SCHOOL STUDENTS. E3 MATERIALS INCLUDE TEACHER RESOURCE GUIDES, STUDENT ACTIVITY BOOKLETS, SITE-BASED PROGRAMS, WEBSITES, BROCHURES, VIDEOS, FLYERS, AND SOCIAL MEDIA CAMPAIGN CONTENT.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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