WYOMING SCHOOL 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

Formation Year

1965

Legal Domicile

Principal Officer

CARRIE SHORT-LIPPERT

Phone

5138216909

Tax Period

2024-07-01 to 2025-06-30

WYOMING SCHOOL FOUNDATION, founded in 1965, is a community nonprofit that reported $2.7M in total revenue in fiscal year 2024. Revenue surged 578% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.3M, a strong 85% operating margin.

Mission

TO ENHANCE THE HONORED TRADITION OF ACADEMIC EXCELLENCE FOR THE CHILDREN OF WYOMING, OHIO AND TO ENRICH THEIR LIVES AND THE LIVES OF OTHERS.

Program Service Accomplishments

Program 1

Expenses: $158,091 Revenue: $0

GRANTS AND SUPPORT TO WYOMING SCHOOL DISTRICT'S PRIMARY, MIDDLE AND HIGH SCHOOL PROGRAMS FOR ACADEMIC AND GLOBAL EDUCATION, AND STUDENT LIFE AND ENRICHMENT.

Program 2

Expenses: $59,928 Revenue: $0

GRANTS TO SUPPORT WYOMING STUDENTS AND STAFF WITH SCHOLARSHIPS TO INDIVIDUALS ATTENDING EITHER COLLEGE LEVEL ACADEMICS OR PROFESSIONAL DEVELOPMENT PROGRAMS

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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 $434,281

Program Service Revenue $0

Investment Income $164,785

Other Revenue $2,094,623

TOTAL REVENUE $2,693,689

Expense Breakdown

Grants Paid $150,819

Salaries & Benefits $89,727

Fundraising Expenses $119,390

Program Expenses $218,019

Other Expenses $153,138

TOTAL EXPENSES $393,684

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,693,689	$397,377	+5.8%
Expenses	$393,684	$337,609	+0.2%
Net Income	$2,300,005	$59,768	+37.5%

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

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
BARRE JAMES	TRUSTEE	0.50	Director	$0	$0	$0
BLUNT BRENDA	EX-OFFICIO PRESIDENT	2.00	Officer Director	$0	$0	$0
BERKEMEYER LARA	TRUSTEE	0.50	Director	$0	$0	$0
BOSS JON	TRUSTEE	0.50	Director	$0	$0	$0
GORENTZ MEREDITH	TRUSTEE	0.50	Director	$0	$0	$0
GUEST ALEXANDRA	TRUSTEE	0.50	Director	$0	$0	$0
GUGGENHEIM PETER	TRUSTEE	0.50	Director	$0	$0	$0
HAID LYNN	TRUSTEE	0.50	Director	$0	$0	$0
MOLLOY AMY	TRUSTEE	0.75	Director	$0	$0	$0
ONYEKENNE CHIKA	VP GRANTS	2.00	Officer Director	$0	$0	$0
PAGAN CHRIS	TRUSTEE	0.50	Director	$0	$0	$0
PITMAN BRIAN	TRUSTEE	0.50	Director	$0	$0	$0
STEWART KIM	TRUSTEE	0.50	Director	$0	$0	$0
STEWART MARTA	TRUSTEE	0.50	Director	$0	$0	$0
SUSSKIND AMY	TRUSTEE	0.50	Director	$0	$0	$0
WOODSIDE CHRIS	TRUSTEE	0.25	Director	$0	$0	$0
VAN LEERSUM JEROEN	VP OF FINANCE	1.00	Officer Director	$0	$0	$0
KURTZ MARY LOU	OFFICE ADMINISTRATOR	2.00	Director	$0	$0	$0
TAYLOR JULIA	DIRECTOR OF DEVELOPMENT	2.00	Director	$0	$0	$0
SHORT-LIPPERT CARRIE	CO-PRESIDENT	2.00	Officer Director	$0	$0	$0
LIPPERT CHRIS	CO-PRESIDENT	2.00	Officer Director	$0	$0	$0
MCCRYSTAL HOLLY	TRUSTEE	0.50	Director	$0	$0	$0
SIDLEY SOPHIA ABRAMS	TRUSTEE	0.50	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	$2,693,689	$393,684	$2,162,422	$2,300,005
2024	No data	No data	No data	No data
2023	$259,073	$346,161	$1,876,042	$-87,088
2022	$307,200	$349,179	$1,967,160	$-41,979
2021	$967,794	$708,211	$2,333,286	$259,583
2020	$883,366	$4,037,403	$2,025,637	$-3,154,037
2019	$1,533,369	$231,109	$2,629,494	$1,302,260
2018	$378,324	$205,589	$1,321,812	$172,735