WARWICK EDUCATION FOUNDATION (EIN 232936443) - 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

1997

Legal Domicile

Principal Officer

JARED E MILLER

Phone

7173684190

Tax Period

2024-07-01 to 2025-06-30

WARWICK EDUCATION FOUNDATION, founded in 1997, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $624K in total revenue in fiscal year 2024. Expenses of $745K exceeded revenue, resulting in a 19% operating deficit.

Mission

THE PURPOSE OF THE ORGANIZATION IS TO PROMOTE, ENHANCE AND ENDOW ENRICHED EDUCATIONAL, TEACHING AND LEARNING OPPORTUNITIES WITHIN THE WARWICK SCHOOL DISTRICT COMMUNITY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $593,545

Program Service Revenue $0

Investment Income $2,284

Other Revenue $28,093

TOTAL REVENUE $623,922

Expense Breakdown

Grants Paid $622,283

Salaries & Benefits $43,636

Fundraising Expenses $57,977

Program Expenses $671,812

Other Expenses $79,576

TOTAL EXPENSES $745,495

Year-over-Year Comparison

	2024	2023	Change
Revenue	$623,922	$589,356	+0.1%
Expenses	$745,495	$766,826	0.0%
Net Income	$-121,573	$-177,470	-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

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

$40,000

Total Directors

$40,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AARON SCHWARTZ	PRESIDENT	5.00	Officer Director	$0	$0	$0
SARA DIFFENBACH	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
JARED MILLER	TREASURER	5.00	Officer Director	$0	$0	$0
KURT GARDNER	SECRETARY	3.00	Officer Director	$0	$0	$0
BARBARA MOBLEY	EXECUTIVE DIRECTOR	30.00	Officer Director	$40,000	$0	$40,000
ALEX GARRETT	DIRECTOR	1.00	Director	$0	$0	$0
HENRY R GIBBEL	DIRECTOR	1.00	Director	$0	$0	$0
KURT MECKLEY	DIRECTOR	1.00	Director	$0	$0	$0
ROSS KRAMER	DIRECTOR	1.00	Director	$0	$0	$0
JIM BOWERSOX	DIRECTOR	1.00	Director	$0	$0	$0
MATT HALES	DIRECTOR	1.00	Director	$0	$0	$0
DREW SHEAFFER	DIRECTOR	1.00	Director	$0	$0	$0
DENISE CLAAR	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN CIAMPAGLIA	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA IRWIN	DIRECTOR	1.00	Director	$0	$0	$0
JAMES REINHART	DIRECTOR	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	$623,922	$745,495	$542,673	$-121,573
2024	No data	No data	No data	No data
2023	$527,086	$421,885	$768,224	$105,201
2022	$664,288	$359,879	$674,296	$304,409
2021	$272,288	$257,559	$296,415	$14,729
2020	$293,928	$306,626	$226,945	$-12,698
2019	$339,884	$302,955	$243,022	$36,929
2018	$288,591	$186,749	$210,571	$101,842

WARWICK EDUCATION FOUNDATION