WESTFALL EDUCATION FOUNDATION

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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

Principal Officer

CHAD MOEHL

Tax Period

2023-09-01 to 2024-08-31

WESTFALL EDUCATION FOUNDATION is a small nonprofit in the Education sector that reported $251K in total revenue in fiscal year 2023. The organization ran a surplus of $150K, a strong 60% operating margin.

Mission

TO ENHANCE THE EDUCATIONAL PROGRAMS OF WESTFALL LOCAL SCHOOLS.

Program Service Accomplishments

Program 1

Expenses: $101,757

TO ENHANCE THE EDUCATIONAL PROGRAMS OF WESTFALL LOCAL SCHOOLS. IT SUPPORTS INNOVATIVE PROGRAMS, PARTNERSHIPS, AND COLLABORATIONS TO IMPROVE THE QUALITY OF EDUCATION FOR ALL CHILDREN IN THE WESTFALL LOCAL SCHOOLS. THE FOUNDATION WORKS WITH, BUT IS INDEPENDENT OF THE WESTFALL LOCAL SCHOOLS.

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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 $240,001

Program Service Revenue $0

Investment Income $2,191

Other Revenue $9,223

TOTAL REVENUE $251,415

Expense Breakdown

Grants Paid $65,121

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $101,757

Other Expenses $36,636

TOTAL EXPENSES $101,757

Year-over-Year Comparison

	2023	2022	Change
Revenue	$251,415	N/A	N/A
Expenses	$101,757	N/A	N/A
Net Income	$149,658	N/A	N/A

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

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
RENEA BROOKS	STUDENT LIAI	1.00	Director	$0	$0	$0
STEPHANIE CAUDY	BOARD MEMBER	2.00	Director	$0	$0	$0
EMILY CLARK	EX-OFFICIO	1.00	Director	$0	$0	$0
JASON FIFE	EX-OFFICIO	1.00	Director	$0	$0	$0
JEN HARROD	BOARD MEMBER	3.00	Director	$0	$0	$0
CHARLIE LESKO	VICE CHAIRPE	3.00	Officer Director	$0	$0	$0
SHARON LINK	BOARD MEMBER	2.00	Director	$0	$0	$0
DARREN METZGER	TREASURER	6.00	Officer Director	$0	$0	$0
BECKY MOEHL	BOARD MEMBER	2.00	Director	$0	$0	$0
CHAD MOEHL	CHAIRPERSON	4.00	Officer Director	$0	$0	$0
CHRISTOPHER NORRIS	BOARD MEMBER	3.00	Director	$0	$0	$0
KAY SWANEY	BOARD MEMBER	3.00	Director	$0	$0	$0
MARCI WIPPEL	BOARD MEMBER	2.00	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	$251,415	$101,757	$412,423	$149,658