WHITTIER SECONDARY EDUCATION ASSOCIATION (EIN 952293671) - 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

1965

Legal Domicile

Principal Officer

MATT FRANCEV

Phone

5626988121

Tax Period

2022-09-01 to 2023-08-31

WHITTIER SECONDARY EDUCATION ASSOCIATION, founded in 1965, is a small nonprofit that reported $124K in total revenue in fiscal year 2022. Net assets of $277K represent 27 months of operating reserves.

Mission

TO REPRESENT MEMBERS BOTH COLLECTIVELY AND INDIVIDUALLY IN MATTERS ARISING FROM INTERPRETATION AND APPLICATION OF POLICIES AND REGULATIONS BEFORE THE WHITTER UNIFIED SCHOOL DISTRICT OFFICIALS.

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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 $0

Program Service Revenue $121,018

Investment Income $2,601

Other Revenue $0

TOTAL REVENUE $123,619

Expense Breakdown

Grants Paid $0

Salaries & Benefits $111,519

Fundraising Expenses $0

Other Expenses $14,334

TOTAL EXPENSES $125,853

Year-over-Year Comparison

	2022	2021	Change
Revenue	$123,619	$122,964	+0.0%
Expenses	$125,853	$123,634	+0.0%
Net Income	$-2,234	$-670	+2.3%

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

N/A

Employees

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

$18,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALEX MCKENZIE	Vice President	8.00	Officer	$9,600	$0	$9,600
MATT FRANCEV	President	5.00	Officer	$8,400	$0	$8,400
LORI COLIN	Director	0.00	Director	$0	$0	$0
VIRGINA CLASSCOCK	Treasurer	0.00	Director	$0	$0	$0
ADONIS CHACON	Director	0.00	Director	$0	$0	$0
DAVID KWON	Director	0.00	Director	$0	$0	$0
SEAN REAGAN	Director	0.00	Director	$0	$0	$0
DEEPA PATEL	Vice President	5.00	Director	$0	$0	$0
ALETHEA SHALLBETTER	Secretary	0.00	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
2023	$123,619	$125,853	$276,757	$-2,234
2022	$122,964	$123,634	$282,049	$-670
2021	$120,722	$119,994	$282,720	$728
2020	$123,757	$124,215	$281,991	$-458
2019	$135,358	$136,020	$280,915	$-662
2018	$140,329	$139,008	$281,057	$1,321

WHITTIER SECONDARY EDUCATION ASSOCIATION