SCHOOL ADMINISTRATOR'S WELFARE TRUST (EIN 880232390) - 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

1987

Legal Domicile

Principal Officer

JEFFREY HORN

Phone

7027969602

Tax Period

2022-07-01 to 2023-06-30

SCHOOL ADMINISTRATOR'S WELFARE TRUST, founded in 1987, is a mid-sized nonprofit that reported $29.7M in total revenue in fiscal year 2022. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE INSURANCE FOR MEMBERS.

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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 $0

Program Service Revenue $29,580,631

Investment Income $59,144

Other Revenue $18,267

TOTAL REVENUE $29,658,042

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $394,550

TOTAL EXPENSES $28,982,763

Year-over-Year Comparison

	2022	2021	Change
Revenue	$29,658,042	$27,258,047	+0.1%
Expenses	$28,982,763	$27,173,762	+0.1%
Net Income	$675,279	$84,285	+7.0%

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

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY HORN	CHAIRMAN	10.00	Director	$0	$0	$0
SHERI MCPARTLIN	TRUSTEE	2.00	Director	$0	$0	$0
ANTHONY NUNEZ	TRUSTEE	2.00	Director	$0	$0	$0
PATTY ROSALES	TRUSTEE	2.00	Director	$0	$0	$0
JOHN SCHLEIFER	TRUSTEE	2.00	Director	$0	$0	$0
ROBERT MEAD	TRUSTEE	2.00	Director	$0	$0	$0
RONDA REEDOM	TRUSTEE	2.00	Director	$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	No data	No data	No data	No data
2023	$29,658,042	$28,982,763	$5,427,888	$675,279
2022	$27,258,047	$27,173,762	$4,655,060	$84,285
2021	$26,243,506	$25,838,632	$4,394,008	$404,874
2020	$25,372,154	$24,999,920	$4,049,189	$372,234
2019	$23,818,191	$23,963,166	$3,546,173	$-144,975

SCHOOL ADMINISTRATOR'S WELFARE TRUST