WEYMOUTH EDUCATIONAL FOUNDATION INC

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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

1996

Legal Domicile

Principal Officer

SANDRA CARLE

Phone

7813311322

Tax Period

2021-07-01 to 2022-06-30

WEYMOUTH EDUCATIONAL FOUNDATION INC, founded in 1996, is a micro nonprofit that reported $26K in total revenue in fiscal year 2021. Revenue surged 199% from the prior year, signaling strong growth momentum. Expenses of $36K exceeded revenue, resulting in a 39% operating deficit.

Mission

TO ASSIST THE STUDENTS OF THE WEYMOUTH PUBLIC SCHOOLS VIA GRANT AND AWARD TO THE ENTIRE SCHOOL SYSTEM AND INDIVIDUAL TEACHERS.

Program Service Accomplishments

Program 1

Expenses: $34,975

SCHOLARSHIPS, GRANTS,ENDOWMENTS AND DONATIONS

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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 (2021)

Revenue Breakdown

Contributions & Grants $25,739

Program Service Revenue $0

Investment Income $-78

Other Revenue $0

TOTAL REVENUE $25,661

Expense Breakdown

Grants Paid $34,975

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $34,975

Other Expenses $674

TOTAL EXPENSES $35,649

Year-over-Year Comparison

	2021	2020	Change
Revenue	$25,661	$8,577	+2.0%
Expenses	$35,649	$836	+41.6%
Net Income	$-9,988	$7,741	-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

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	Role	Reportable Comp	Other Comp	Total
CAROL KARLBERG	DIRECTOR/VICE PRESIDENT	Officer Director	$0	$0	$0
WILLIAM GARVEY	DIRECTOR/TREASURER	Officer Director	$0	$0	$0
RUTH ANNE KENNEDY	DIRECTOR	Director	$0	$0	$0
DIANE OLIVERIO	DIRECTOR	Director	$0	$0	$0
ROSEMARY MC EACHERN	DIRECTOR	Officer Director	$0	$0	$0
HELEN MALONEY	DIRECTOR	Director	$0	$0	$0
WILLIAM DONNELLAN	DIRECTOR	Director	$0	$0	$0
SANDRA CARLE	DIRECTOR/PRESIDENT	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
2022	$25,661	$35,649	$55,783	$-9,988
2021	$8,577	$836	$68,436	$7,741
2020	$8,212	$12,756	$56,071	$-4,544
2019	$20,646	$27,534	$64,243	$-6,888