SWEETWATER EDUCATION ASSOCIATION (EIN 952305607) - 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

1969

Legal Domicile

Principal Officer

LUCY UGARTE

Tax Period

2023-09-01 to 2024-08-31

SWEETWATER EDUCATION ASSOCIATION, founded in 1969, is a small nonprofit that reported $364K in total revenue in fiscal year 2023.

Mission

TO IMPROVE ITS MEMBERS ABILITIES, WORKING CONDITIONS, AND SALARIES BY SPONSORING SEMINARS, PARTICIPATING IN TEACHER CONVENTIONS, PROVIDING COLLECTIVE BARGAINING SERVICES, AND PROCESSING GRIEVANCES FOR 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 $363,354

Program Service Revenue $0

Investment Income $185

Other Revenue $0

TOTAL REVENUE $363,539

Expense Breakdown

Grants Paid $0

Salaries & Benefits $176,030

Fundraising Expenses $0

Other Expenses $190,752

TOTAL EXPENSES $366,782

Year-over-Year Comparison

	2023	2022	Change
Revenue	$363,539	$338,922	+0.1%
Expenses	$366,782	$359,394	+0.0%
Net Income	$-3,243	$-20,472	-0.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TREVOR ANGOOD	SECRETARY	2.00	Officer Director	$0	$0	$0
JESSICA DAVIS	TREASURER	2.00	Officer Director	$0	$0	$0
DALLSAY QUITLEN	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
LUCY UGARTE	PRESIDENT	2.00	Officer 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	$363,539	$366,782	$518,944	$-3,243
2023	$338,922	$359,394	$523,198	$-20,472
2022	$321,307	$428,339	$544,144	$-107,032
2021	$338,246	$390,788	$650,212	$-52,542
2020	$361,940	$272,025	$702,233	$89,915
2019	$351,091	$308,436	$612,318	$42,655
2018	$339,092	$339,537	$569,663	$-445

SWEETWATER EDUCATION ASSOCIATION