SOUTHEAST REGIONAL RESOURCE CENTER (EIN 920058572) - 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

1981

Legal Domicile

Principal Officer

JULIE STALEY

Phone

9075866806

Tax Period

2022-07-01 to 2023-06-30

SOUTHEAST REGIONAL RESOURCE CENTER, founded in 1981, is a mid-sized nonprofit in the Education sector that reported $10.6M in total revenue in fiscal year 2022. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $10.3M left a modest 3% surplus.

Mission

SERRC - ALASKAS EDUCATIONAL RESOURCE CENTER PROVIDES DIRECT STUDENT SERVICES, SCHOOL AND DISTRICT SUPPORT SERVICES, AND COMMUNITY SERVICES INCLUDING ADULT EDUCATION) TO STUDENTS OF ALL AGES THROUGHOUT ALASKA.

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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 $7,112,269

Program Service Revenue $3,463,035

Investment Income $10,528

Other Revenue $36,524

TOTAL REVENUE $10,622,356

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $4,724,909

Fundraising Expenses $0

Program Expenses $9,046,155

Other Expenses $5,552,692

TOTAL EXPENSES $10,287,601

Year-over-Year Comparison

	2022	2021	Change
Revenue	$10,622,356	$9,703,939	+0.1%
Expenses	$10,287,601	$9,256,745	+0.1%
Net Income	$334,755	$447,194	-0.3%

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

119

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

$500,949

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE STALEY	EXECUTIVE DI	37.50	Officer	$130,000	$55,850	$185,850
TERI HOOVER	FINANCE DIRE	37.50	Officer	$112,403	$56,262	$168,665
JACKIE WOOD	ASSOCIATE DI	37.50	Officer	$102,080	$44,354	$146,434
ROY GETCHELL	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
CHRIS REITAN	CHAIR ELECT	1.00	Officer Director	$0	$0	$0
ERICA KLUDT-PAINTER	PAST CHAIR	1.00	Officer Director	$0	$0	$0
WILLIAM BURR	BOARD MEMBER	1.00	Director	$0	$0	$0
RICHARD CATAHAY	BOARD MEMBER	1.00	Director	$0	$0	$0
JOSHUA COUGHRAN	BOARD MEMBER	1.00	Director	$0	$0	$0
RALPH CROSSLIN	BOARD MEMBER	1.00	Director	$0	$0	$0
FRANK HAUSER	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM HOLIEN	BOARD MEMBER	1.00	Director	$0	$0	$0
NORMA HOLMGAARD	BOARD MEMBER	1.00	Director	$0	$0	$0
SUZZUK HUNTINGTON	BOARD MEMBER	1.00	Director	$0	$0	$0
DIEDRE JENSON	BOARD MEMBER	1.00	Director	$0	$0	$0
TAW LINDSEY	BOARD MEMBER	1.00	Director	$0	$0	$0
BART MWAREY	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL ROBBINS	BOARD MEMBER	1.00	Director	$0	$0	$0
RALPH WATKINS	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIDGET WEISS	BOARD MEMBER	1.00	Director	$0	$0	$0
HEATHER WHEELER	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$10,622,356	$10,287,601	$5,793,596	$334,755
2022	$9,703,939	$9,256,745	$5,606,734	$447,194
2021	$8,129,838	$7,426,400	$4,911,389	$703,438
2020	$6,587,378	$5,731,730	$4,295,337	$855,648
2019	$5,154,228	$5,141,758	$3,101,431	$12,470
2018	$5,808,102	$5,620,092	$3,045,465	$188,010

SOUTHEAST REGIONAL RESOURCE CENTER