WICKLUND SCHOOL FOUNDATION (EIN 202115731) - 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

2004

Legal Domicile

Principal Officer

COREY STROCK

Phone

2098367200

Tax Period

2019-06-01 to 2020-05-31

WICKLUND SCHOOL FOUNDATION, founded in 2004, is a micro nonprofit in the Education sector that reported $81K in total revenue in fiscal year 2019. Revenue decreased 13% compared to the prior year.

Mission

VOLUNTEER COORDINATION, FUNDRAISING, APPRECIATION EVENTS AND MORE.

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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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $80,770

Investment Income $19

Other Revenue $0

TOTAL REVENUE $80,789

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $78,471

TOTAL EXPENSES $78,471

Year-over-Year Comparison

	2019	2018	Change
Revenue	$80,789	$92,717	-0.1%
Expenses	$78,471	$88,488	-0.1%
Net Income	$2,318	$4,229	-0.5%

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
COREY STROCK	PRESIDENT	001.00	Officer	$0	$0	$0
TRISTAN CHABOT	VICE PRESIDENT	001.00	Officer	$0	$0	$0
VICKI BECKHAM	PROGRAM CHAIR	001.00	Officer	$0	$0	$0
LAURIE GLENN	PROGRAM CHAIR	001.00	Officer	$0	$0	$0
SHAWNTEL SCHENCK	TREASURER	001.00	Officer	$0	$0	$0
EMILY PUERNER	MARKETING CHAIR	001.00	Officer	$0	$0	$0
SHANNON MEYER	EVENTS CHAIR	001.00	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
2020	$80,789	$78,471	$43,189	$2,318

WICKLUND SCHOOL FOUNDATION