WEOKIE CREDIT UNION FOUNDATION (EIN 203687358) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Principal Officer

SARAH FLANAGAN

Phone

4056031041

Tax Period

2024-01-01 to 2024-12-31

WEOKIE CREDIT UNION FOUNDATION, founded in 2005, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $289K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $250K left a modest 13% surplus.

Mission

CHARITABLE GIVING, SCHOLARSHIPS, FINANCIAL LITERACY

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $263,937

Program Service Revenue $0

Investment Income $9,273

Other Revenue $15,734

TOTAL REVENUE $288,944

Expense Breakdown

Grants Paid $159,150

Salaries & Benefits $82,103

Fundraising Expenses $24,631

Program Expenses $192,057

Other Expenses $9,168

TOTAL EXPENSES $250,421

Year-over-Year Comparison

	2024	2023	Change
Revenue	$288,944	$251,656	+0.1%
Expenses	$250,421	$226,999	+0.1%
Net Income	$38,523	$24,657	+0.6%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

$72,168

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARAH FLANAGAN	SECRETARY	40.00	Officer	$72,168	$0	$72,168
DAWN SIMON	CHAIRMAN	1.00	Officer Director	$0	$0	$0
CRAIG EIDSON	VICE CHAIRMA	1.00	Officer Director	$0	$0	$0
LINDA HINSON	TREASURER	1.00	Officer Director	$0	$0	$0
DENNIS MARCH	DIRECTOR	1.00	Director	$0	$0	$0
DOUG SCHWARZ	DIRECTOR	1.00	Director	$0	$0	$0
GARY TARKINGTON	DIRECTOR	1.00	Director	$0	$0	$0
KOREY MCMAHON	ADVISORY DIR	1.00	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
2025	No data	No data	No data	No data
2024	$288,944	$250,421	$483,481	$38,523
2023	$251,656	$226,999	$404,579	$24,657
2022	$427,211	$163,111	$378,422	$264,100
2021	$215,298	$204,170	$114,322	$11,128
2020	$198,264	$194,721	$103,194	$3,543
2019	$218,088	$211,163	$99,651	$6,925

WEOKIE CREDIT UNION FOUNDATION