WEST SHORE FOUNDATION (EIN 251587923) - 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

1987

Legal Domicile

Principal Officer

SCOTT ROGERS

Phone

7179321818

Tax Period

2024-07-01 to 2025-06-30

WEST SHORE FOUNDATION, founded in 1987, is a small nonprofit that reported $184K in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $167K left a modest 9% surplus.

Mission

THE WEST SHORE FOUNDATION IS A DISTRICT-WIDE, NON-PROFIT ORGANIZATION FOCUSED ON PROJECTS THAT UNIFY AND INVOLVE STUDENTS, STAFF, PARTNERS, AND THE COMMUNITY, WHILE GENERATING BENEFITS TOWARDS ENHACEMENT OF THE QUALITY OF STUDENT LIFE IN THE WEST SHORE SCHOOL DISTRICT. BOTH ACADEMICALLY AND ATHLETICALLY ORIENTED PROJECTS ARE PROMOTED. THE MISSION OF THE WEST SHORE FOUNDATION IS TO ENHANCE THE STUDENTS' EDUCATIONAL PROGRAMS AND OPPORTUNITIES BY PROVIDING ADDITIONAL FINANCIAL SUPPORT FOR ACADEMIC AND EXTRACURRICULAR ACTIVITIES.

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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 $98,987

Program Service Revenue $0

Investment Income $43,959

Other Revenue $41,272

TOTAL REVENUE $184,218

Expense Breakdown

Grants Paid $66,256

Salaries & Benefits $38,571

Fundraising Expenses $12,112

Program Expenses $116,320

Other Expenses $61,933

TOTAL EXPENSES $166,760

Year-over-Year Comparison

	2024	2023	Change
Revenue	$184,218	$147,406	+0.2%
Expenses	$166,760	$161,610	+0.0%
Net Income	$17,458	$-14,204	-2.2%

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

$33,774

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GILBERT J PARTHEMORE	PRESIDENT	2.00	Officer Director	$0	$0	$0
LUCY HARMAN	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
SCOTT ROGERS	TREASURER	2.00	Officer Director	$0	$0	$0
BRADLEY SWIDLER	SECRETARY	2.00	Officer Director	$0	$0	$0
DR TODD STOLTZ	SUPERINTENDENT	1.00	Director	$0	$0	$0
MATHEW GAY	ASSISTANT SUPERINTENDENT	1.00	Director	$0	$0	$0
SAMUEL ANDES	DIRECTOR	1.00	Director	$0	$0	$0
DR RYAN ARGOT	DIRECTOR	1.00	Director	$0	$0	$0
DOROTHY HORN	DIRECTOR	1.00	Director	$0	$0	$0
JUDY CROCENZI	DIRECTOR	1.00	Director	$0	$0	$0
STACY DURBIN	DIRECTOR	1.00	Director	$0	$0	$0
TONYA GILMORE	DIRECTOR	1.00	Director	$0	$0	$0
HEIDI HARTMAN	DIRECTOR	1.00	Director	$0	$0	$0
DR TAMMI JONES	DIRECTOR	1.00	Director	$0	$0	$0
JERI KRAMERE	DIRECTOR	1.00	Director	$0	$0	$0
RENEE HEALY	DIRECTOR	1.00	Director	$0	$0	$0
TONI SHARP	DIRECTOR	1.00	Director	$0	$0	$0
ABBY TIERNEY	DIRECTOR	1.00	Director	$0	$0	$0
NANCY SNYDER	DIRECTOR	1.00	Director	$0	$0	$0
LOGAN STUMPF	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN MANEELY	EXECUTIVE DIRECTOR	24.00	Officer	$33,774	$0	$33,774

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	$184,218	$166,760	$1,233,728	$17,458
2024	$147,406	$161,610	$1,152,454	$-14,204
2023	$178,908	$171,551	$1,061,920	$7,357
2022	$220,428	$133,765	$989,091	$86,663
2021	$177,331	$155,302	$1,091,849	$22,029
2020	$231,233	$109,911	$901,036	$121,322
2019	$127,708	$99,763	$795,438	$27,945

WEST SHORE FOUNDATION