Willis Independent School District Education Foundation (EIN 270944721) - 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

2006

Legal Domicile

Principal Officer

Audra Hoegemeyer

Phone

9368907767

Tax Period

2023-01-01 to 2023-12-31

Willis Independent School District Education Foundation, founded in 2006, is a small nonprofit in the Education sector that reported $177K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $43K, a strong 24% operating margin.

Mission

The mission is to promote education excellence and opportunity beyond the scope of the Willis School system by generating financial resources to provide support.

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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 $176,564

Program Service Revenue $0

Investment Income $492

Other Revenue $0

TOTAL REVENUE $177,056

Expense Breakdown

Grants Paid $103,924

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $127,226

Other Expenses $29,841

TOTAL EXPENSES $133,765

Year-over-Year Comparison

	2023	2022	Change
Revenue	$177,056	$161,365	+0.1%
Expenses	$133,765	$142,989	-0.1%
Net Income	$43,291	$18,376	+1.4%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
Audra Hoegemeyer	President	Officer	$0	$0	$0
Gentry Scott	VP	Officer	$0	$0	$0
Joy Dauzat	Secretary	Officer	$0	$0	$0
B J Spence	VP of Finance	Officer	$0	$0	$0
Sue Ann Powell	Past President	Director	$0	$0	$0
Erica Imhoff	VP of Events	Officer	$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	No data	No data	No data	No data
2023	$177,056	$133,765	$192,259	$43,291
2022	$161,365	$142,989	$148,968	$18,376
2022	$180,516	$125,055	$148,968	$55,461

Willis Independent School District Education Foundation