WASHINGTON STATE SCHOOL RETIREES FOUNDATION (EIN 911329890) - 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

1985

Legal Domicile

Principal Officer

PETER DIEDRICK

Phone

6304135496

Tax Period

2023-07-01 to 2024-06-30

WASHINGTON STATE SCHOOL RETIREES FOUNDATION, founded in 1985, is a micro nonprofit that reported $96K in total revenue in fiscal year 2023. Revenue fell 25% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $30K, a strong 31% operating margin.

Mission

The Foundation's primary purpose is to raise funds and accept donations for the Foundation and to manage the Foundation's investments for the purpose of providing scholarships and internships to students in Washington State pursuing a career in education.

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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 $94,652

Program Service Revenue $0

Investment Income $155

Other Revenue $1,562

TOTAL REVENUE $96,369

Expense Breakdown

Grants Paid $64,293

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $64,293

Other Expenses $1,809

TOTAL EXPENSES $66,102

Year-over-Year Comparison

	2023	2022	Change
Revenue	$96,369	$128,724	-0.3%
Expenses	$66,102	$61,751	+0.1%
Net Income	$30,267	$66,973	-0.5%

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

N/A

Employees

N/A

Volunteers

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

$115,898

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALAN BURKE	EXECUTIVE DIRECTOR	3.00	Director	$0	$0	$115,898
ANN CHENHALL	PRESIDENT	3.00	Officer	$0	$0	$0
PAT CYGAN	VICE PRESIDENT	3.00	Officer	$0	$0	$0
KAY ANDERSON	TREASURER	3.00	Officer	$0	$0	$0
LINDA MARLER	SECRETARY	3.00	Officer	$0	$0	$0
MARIANE HARVEY	TRUSTEE	3.00	Officer	$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	$96,369	$66,102	$934,308	$30,267
2023	$128,724	$61,751	$804,121	$66,973
2022	$66,117	$28,751	$717,744	$37,366
2021	$117,665	$35,321	$803,685	$82,344

WASHINGTON STATE SCHOOL RETIREES FOUNDATION