SAMMAMISH UNISERV COUNCIL (EIN 910922134) - 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

1984

Legal Domicile

Principal Officer

TANI LINDQUIST

Phone

4254406161

Tax Period

2023-09-01 to 2024-08-31

SAMMAMISH UNISERV COUNCIL, founded in 1984, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2023. Revenue surged 36% from the prior year, signaling strong growth momentum. Expenses of $1.5M left a modest 7% surplus.

Mission

WEA-SAMMAMISH UNISERV COUNCIL, A WASHINGTON NONPROFIT ORGANIZATION, WAS ESTABLISHED TO ADVANCE THE INTERESTS OF THE PROFESSION OF PUBLIC EDUCATION AND TO PROMOTE THE CAUSE OF PUBLIC EDUCATION ON BEHALF OF ITS MEMBERS. THE NATIONAL EDUCATION ASSOCIATION (NEA) HAS, IN COOPERATION WITH THE STATE ASSOCIATIONS, ESTABLISHED THE UNISERV PROGRAM IN ORDER TO PROVIDE IMPROVED SERVICES FOR ITS MEMBERS. ITS PURPOSE IS TO REPRESENT MEMBERS IN BARGAINING FOR WAGES, HOURS, WORKING CONDITIONS, MAINTAINING CONTRACTS, AND REPRESENTING INDIVIDUALS IN THE GRIEVANCE PROCESS. THE UNISERV PROGRAM REPRESENTS AN ADDITIONAL, JOINTLY FUNDED ORGANIZATIONAL STRUCTURE PLACED BETWEEN THE WASHINGTON EDUCATION ASSOCIATION (WEA) AND ITS AFFILIATED LOCAL ASSOCIATIONS. SAMMAMISH UNISERV COUNCIL MAINTAINS FINANCIAL AND OPERATING AUTONOMY FROM WEA, EXCEPT FOR TRANSACTIONS INVOLVING PAYROLL, WHICH ARE HANDLED BY WEA.

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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 $0

Program Service Revenue $1,596,697

Investment Income $61,469

Other Revenue $0

TOTAL REVENUE $1,658,166

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,384,805

Fundraising Expenses $0

Other Expenses $152,519

TOTAL EXPENSES $1,537,324

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,658,166	$1,221,200	+0.4%
Expenses	$1,537,324	$1,455,882	+0.1%
Net Income	$120,842	$-234,682	-1.5%

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

$80,618

Total Directors

$80,618

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TANI LINDQUIST	PRESIDENT	20.00	Officer Director	$80,618	$0	$80,618
JAMIE MERCER	VICE PRESIDE	3.00	Officer Director	$0	$0	$0
DERONA UZZLE	SECRETARY	3.00	Officer Director	$0	$0	$0
CALLIE NORDELL	TREASURER	3.00	Officer Director	$0	$0	$0
SALLY LOESER	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK MORROW	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBBIE NISSEN	BOARD MEMBER	1.00	Director	$0	$0	$0
GRANT WEED	BOARD MEMBER	1.00	Director	$0	$0	$0
JILL ROCK	BOARD MEMBER	1.00	Director	$0	$0	$0
REGEN LORDEN	BOARD MEMBER	1.00	Director	$0	$0	$0
EVE CHAN	BOARD MEMBER	1.00	Director	$0	$0	$0
MEGAN JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
MAYA VERGIEN	BOARD MEMBER	1.00	Director	$0	$0	$0
ERYN BELLES	BOARD MEMBER	1.00	Director	$0	$0	$0
LYDIA WHEELER	BOARD MEMBER	1.00	Director	$0	$0	$0
CLARA KURTENBACH	BOARD MEMBER	1.00	Director	$0	$0	$0
DANA KOUKOL	BOARD MEMBER	1.00	Director	$0	$0	$0
ALLISON CRAIG	BOARD MEMBER	1.00	Director	$0	$0	$0
KAREN SEISER	BOARD MEMBER	1.00	Director	$0	$0	$0
LYNN BRADWELL	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHLEEN BISHOP	UNISERV REPR	37.50	Highest	$195,409	$86,747	$282,156
ELIZABETH PREMO	UNISERV REPR	37.50	Highest	$198,997	$74,939	$273,936
MICHAEL RUIZ	UNISERV REPR	37.50	Highest	$187,666	$98,251	$285,917
CHARLOTTE COLE	FIELD ASSIST	37.50	Highest	$109,168	$63,313	$172,481
AMY MOSZETER	FIELD ASSIST	37.50	Highest	$107,964	$73,986	$181,950
REIMBURSED TO SCHOOL	DISTRICT EMP	N/A	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
2024	$1,658,166	$1,537,324	$1,167,494	$120,842
2023	$1,221,200	$1,455,882	$1,127,632	$-234,682
2022	$1,259,029	$1,381,795	$1,239,806	$-122,766
2021	$1,258,093	$1,350,038	$1,371,592	$-91,945
2019	$1,107,921	$983,728	$1,424,223	$124,193
2018	$1,101,324	$870,152	$1,239,785	$231,172

SAMMAMISH UNISERV COUNCIL