WEA MIDSTATE (EIN 911463117) - 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

1956

Legal Domicile

Principal Officer

TERRI WINCKLER

Phone

5094526559

Tax Period

2023-09-01 to 2024-08-31

WEA MIDSTATE, founded in 1956, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $1.7M left a modest 6% surplus.

Mission

TO PROMOTE THE CAUSE OF PUBLIC EDUCATION ON BEHALF OF ITS 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,819,611

Investment Income $3,040

Other Revenue $0

TOTAL REVENUE $1,822,651

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,479,286

Fundraising Expenses $0

Other Expenses $234,994

TOTAL EXPENSES $1,714,280

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,822,651	$1,589,921	+0.1%
Expenses	$1,714,280	$1,649,358	+0.0%
Net Income	$108,371	$-59,437	-2.8%

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

$8,300

Total Directors

$8,300

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TERRI WINCKLER	PRESIDENT	20.00	Officer Director	$8,300	$0	$8,300
MELISSA WALKER	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
SCOTT WAYWELL	SECRETARY/TR	2.00	Officer Director	$0	$0	$0
BECKY HILL	BOARD MEMBER	2.00	Director	$0	$0	$0
RENAE LACY	BOARD MEMBER	2.00	Director	$0	$0	$0
KARL JOHNSON	BOARD MEMBER	2.00	Director	$0	$0	$0
JULIE FINK	BOARD MEMBER	2.00	Director	$0	$0	$0
JEANNETTE TEJEDA	BOARD MEMBER	2.00	Director	$0	$0	$0
KATIE HAYNES	BOARD MEMBER	2.00	Director	$0	$0	$0
HEIDI MOCHEL	BOARD MEMBER	2.00	Director	$0	$0	$0
JON MCCLINTICK	BOARD MEMBER	2.00	Director	$0	$0	$0
KATIE HANSON	BOARD MEMBER	2.00	Director	$0	$0	$0
JANET BECK	UNISERV REP	37.50	Highest	$187,999	$81,576	$269,575
LA VASHA MURDOCH	UNISERV REP	37.50	Highest	$154,248	$85,278	$239,526
WILLIAM OAKS	UNISERV REP	37.50	Highest	$154,420	$86,476	$240,896
SAUL OLVERA RUBIO	UNISERV REP	37.50	Highest	$168,099	$65,832	$233,931
SALLY LAURVICK	FIELD ASSIST	37.50	Highest	$121,141	$63,534	$184,675

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	$1,822,651	$1,714,280	$2,666,606	$108,371
2023	$1,589,921	$1,649,358	$2,574,953	$-59,437
2022	$1,558,723	$1,363,596	$2,577,267	$195,127
2021	$1,493,153	$1,175,478	$2,350,547	$317,675
2020	$1,491,701	$1,277,734	$2,100,274	$213,967
2019	$1,298,893	$1,266,020	$1,859,079	$32,873
2018	$1,289,053	$1,222,142	$1,796,170	$66,911

WEA MIDSTATE