SOCIETY OF ALLIED WEIGHT ENGINEERS INC (EIN 956095725) - 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

1941

Legal Domicile

Principal Officer

William Boze

Phone

5629656856

Tax Period

2023-05-01 to 2024-04-30

SOCIETY OF ALLIED WEIGHT ENGINEERS INC, founded in 1941, is a small nonprofit that reported $327K in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $58K, a strong 18% operating margin.

Mission

To unite professionals to promote the discipline of mass properties and all state of the art improvements. Give public recognition to contributions, support new enhancements through society training and promote education at institutions of higher learning.

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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 $51,782

Program Service Revenue $260,157

Investment Income $14,862

Other Revenue $0

TOTAL REVENUE $326,801

Expense Breakdown

Grants Paid $3,000

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $265,857

TOTAL EXPENSES $268,857

Year-over-Year Comparison

	2023	2022	Change
Revenue	$326,801	$283,736	+0.2%
Expenses	$268,857	$238,796	+0.1%
Net Income	$57,944	$44,940	+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

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
William Boze	Executive Dir.	5.00	Officer Director	$0	$0	$0
Clint Stephenson	Vice President	5.00	Officer	$0	$0	$0
Greg Ray	Vice President	2.00	Officer	$0	$0	$0
Melissa Gray	Vice President	2.00	Officer	$0	$0	$0
Robert Zimmerman	Vice President	5.00	Officer	$0	$0	$0
Daniel Rowley	Vice President	2.00	Officer	$0	$0	$0
Christopher Wandell	Vice President	2.00	Officer	$0	$0	$0
Robert Hundl	President	25.00	Officer	$0	$0	$0
Jorge Bes	Vice President	2.00	Officer	$0	$0	$0
Jason Booth	Vice President	2.00	Officer	$0	$0	$0
Dirk Petersen	Vice President	2.00	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	$326,801	$268,857	$505,680	$57,944
2023	$283,736	$238,796	$513,190	$44,940
2022	$160,420	$154,979	$417,588	$5,441
2021	$173,374	$200,309	$341,726	$-26,935
2020	$249,080	$243,856	$365,617	$5,224
2019	$253,661	$264,211	$434,822	$-10,550

SOCIETY OF ALLIED WEIGHT ENGINEERS INC