FRIENDS OF WALGROVE ELEMENTARY SCHOOL (EIN 237381480) - 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

1974

Legal Domicile

Principal Officer

HILARY FAHLSING

Phone

3103917104

Tax Period

2024-01-01 to 2024-12-31

FRIENDS OF WALGROVE ELEMENTARY SCHOOL, founded in 1974, is a small nonprofit that reported $326K in total revenue in fiscal year 2024. The organization ran a surplus of $97K, a strong 30% operating margin.

Mission

TO PROVIDE WALGROVE ELEMENTARY SCHOOL WITH ADDITIONAL FUNDS, PROGRAMS, AND OPPORTUNITIES FOR EVERY STUDENT TO LEARN AND GROW.

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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 $296,920

Program Service Revenue $70,490

Investment Income $4,977

Other Revenue $-46,489

TOTAL REVENUE $325,898

Expense Breakdown

Grants Paid $0

Salaries & Benefits $118,290

Fundraising Expenses $0

Program Expenses $211,955

Other Expenses $111,083

TOTAL EXPENSES $229,373

Year-over-Year Comparison

	2024	2023	Change
Revenue	$325,898	$317,909	+0.0%
Expenses	$229,373	$205,701	+0.1%
Net Income	$96,525	$112,208	-0.1%

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
LISA MARGESON	CO-V.P. COMM.	20.00	Officer Director	$0	$0	$0
DANIELLE BARTO	CO-PRESIDENT	20.00	Officer Director	$0	$0	$0
SHARON BEAM	CO-PRESIDENT	5.00	Officer Director	$0	$0	$0
CASSANDRA YOUNG	EXECUTIVE V.P.	5.00	Officer Director	$0	$0	$0
JULIA PETTUS	V.P. HOSPITALITY	3.00	Officer Director	$0	$0	$0
LINDSEY ROSENBERG	CO-V.P. COMMUNICATIONS	5.00	Officer Director	$0	$0	$0
TONY BARTOLI	V.P. TECHNOLOGY	3.00	Officer Director	$0	$0	$0
AVERY POLLICK	SECRETARY	10.00	Officer Director	$0	$0	$0
ALI WIGART	SECRETARY	3.00	Officer Director	$0	$0	$0
RACHEL CITRON	CO-TREASURER	5.00	Officer Director	$0	$0	$0
STEPHANIE KAPLAN	CO-TREASURER	10.00	Officer Director	$0	$0	$0
HILARY FAHLSING	CONTROLLER	10.00	Officer Director	$0	$0	$0
EMILY BARTON	CO-V.P. FUNDRAISING	10.00	Director	$0	$0	$0
KATIE ROWLAND	CO-V.P. FUNDRAISING	10.00	Director	$0	$0	$0
JOAN MATEO-BARTOLI	CO-V.P. COMMUNITY REP	3.00	Director	$0	$0	$0
DANIELLE EDWARDS	CO-V.P. COMMUNITY REP (2023-24)	3.00	Director	$0	$0	$0
GARDENIA WOODHAM-ROBERTS	CO-V.P. COMMUNITY REP	3.00	Director	$0	$0	$0
SUSAN COOPER	CO-V.P. VOL. LIASON (2023-24)	5.00	Director	$0	$0	$0
REBECCA ROSENGRAD	CO-V.P. FUNDRAISING (2023-24)	10.00	Director	$0	$0	$0
AGATA SCHULTZ	GREEN TEAM REP. (2023-24)	3.00	Director	$0	$0	$0
DARCY HUGHES	GREEN TEAM REP	3.00	Director	$0	$0	$0
KIMBERLY YUNGFLEISCH	TK/K/1 GRADE LEVEL REP (2023-24)	2.00	Director	$0	$0	$0
REBECCA WITYAK	TK/K/1 GRADE LEVEL REP	2.00	Director	$0	$0	$0
ALLISON STUDIN	2/3 GRADE LEVEL REP	2.00	Director	$0	$0	$0
CHRISTINE MELE	4/5 GRADE LEVEL REP	5.00	Director	$0	$0	$0
JILL CANNON	4/5 GRADE LEVEL REP (2023-24)	2.00	Director	$0	$0	$0
ELLIE STRINGFELLOW	4/5 GRADE LEVEL REP (2023-24)	3.00	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
2024	$325,898	$229,373	$425,947	$96,525
2023	$317,909	$205,701	$329,422	$112,208
2022	$188,718	$173,444	$217,214	$15,274
2021	$190,483	$146,080	$201,940	$44,403
2020	$170,440	$167,396	$178,142	$3,044

FRIENDS OF WALGROVE ELEMENTARY SCHOOL