WEA - SOUTHEAST (EIN 910869066) - 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

2001

Legal Domicile

Principal Officer

KEITH SWANSON

Phone

5097836318

Tax Period

2024-09-01 to 2025-08-31

WEA - SOUTHEAST, founded in 2001, is a community nonprofit in the Employment sector that reported $2.0M in total revenue in fiscal year 2024. The organization ran a surplus of $771K, a strong 39% operating margin.

Mission

TO PROVIDE SUPPORT AND SERVICES TO MEMBERS OF THE WASHINGTON EDUCATION ASSOCIATION - SOUTHEAST. SERVICES PROVIDED INCLUDE CONFLICT RESOLUTION, TRAINING, AND VARIOUS OTHER SUPPORT.

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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 $0

Program Service Revenue $1,887,250

Investment Income $49,439

Other Revenue $24,960

TOTAL REVENUE $1,961,649

Expense Breakdown

Grants Paid $0

Salaries & Benefits $755,364

Fundraising Expenses $0

Other Expenses $350,251

TOTAL EXPENSES $1,191,075

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,961,649	$1,877,511	+0.0%
Expenses	$1,191,075	$1,630,433	-0.3%
Net Income	$770,574	$247,078	+2.1%

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

$82,654

Total Directors

$83,754

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MEGAN SNYDER	BOARD MEMBER	1.00	Director	$0	$0	$0
MARIA LEE	BOARD MEMBER	1.00	Director	$500	$0	$500
MARY GUTIERREZ	BOARD MEMBER	1.00	Director	$500	$0	$500
KEITH SWANSON	PRESIDENT	1.00	Officer Director	$81,654	$0	$81,654
ANDREW GOMSRUD	BOARD MEMBER	1.00	Director	$100	$0	$100
JENNIFER COLLINS	SECRETARY	1.00	Officer Director	$1,000	$0	$1,000
KRISTA CALVIN	VICE PRESIDENT/TREASURER	1.00	Officer Director	$0	$0	$0
JERI MORROW	BOARD MEMBER	1.00	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	$1,961,649	$1,191,075	$3,426,139	$770,574
2024	$1,877,511	$1,630,433	$3,089,046	$247,078
2023	$1,702,155	$1,228,516	$2,990,967	$473,639
2022	$1,702,055	$1,033,747	$2,681,415	$668,308
2021	$1,679,057	$1,134,809	$2,423,326	$544,248
2020	$1,638,338	$1,634,849	$2,080,388	$3,489
2019	$1,343,206	$1,840,297	$1,753,424	$-497,091
2018	$1,322,479	$1,250,743	$1,703,285	$71,736

WEA - SOUTHEAST