WAUGH INVESTS IN STUDENT EXCELLENCE EDUCATION FOUNDATION (EIN 300116474) - 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

ASHLEY KIDD

Phone

7077653331

Tax Period

2024-07-01 to 2025-06-30

WAUGH INVESTS IN STUDENT EXCELLENCE EDUCATION FOUNDATION, founded in 2006, is a small nonprofit in the Education sector that reported $251K in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $279K exceeded revenue, resulting in a 11% operating deficit.

Mission

TO PROMOTE AND MAINTAIN SUPERIOR EDUCATIONAL AND ENRICHMENT OPPORTUNITIES FOR OUR DISTRICT'S STUDENTS BY PROVIDING FINANCIAL SUPPORT TO THE WAUGH SCHOOL DISTRICT.

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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 $13,641

Program Service Revenue $15,602

Investment Income $2,490

Other Revenue $219,709

TOTAL REVENUE $251,442

Expense Breakdown

Grants Paid $221,584

Salaries & Benefits $0

Fundraising Expenses $3,087

Program Expenses $268,173

Other Expenses $57,834

TOTAL EXPENSES $279,418

Year-over-Year Comparison

	2024	2023	Change
Revenue	$251,442	$213,655	+0.2%
Expenses	$279,418	$190,091	+0.5%
Net Income	$-27,976	$23,564	-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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHANNON THOMSON	CO-TREASURER	3.00	Officer Director	$0	$0	$0
ASHLEY KIDD	PRESIDENT	5.00	Officer Director	$0	$0	$0
LEIGH MAGNANI	CO-VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
MAI GARRETT	CO-VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
KIM BULLOCK	SECRETARY	3.00	Officer Director	$0	$0	$0
NINA ALEJOS	CO-TREASURER	3.00	Officer Director	$0	$0	$0
BROOKE BAGLIETTO	DIRECTOR	2.00	Director	$0	$0	$0
DEENA O'HARA	DIRECTOR	2.00	Director	$0	$0	$0
JANA RASMUSSEN	DIRECTOR	2.00	Director	$0	$0	$0
SARAH DALE	DIRECTOR	2.00	Director	$0	$0	$0
LESLIE STUTSMAN	DIRECTOR	2.00	Director	$0	$0	$0
CHERIE ESTES	DIRECTOR	2.00	Director	$0	$0	$0
NATALIE DAMIANO	DIRECTOR	2.00	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	$251,442	$279,418	$569,010	$-27,976
2024	$213,655	$190,091	$596,988	$23,564
2023	$271,345	$158,440	$573,424	$112,905
2020	$199,809	$231,649	$364,255	$-31,840

WAUGH INVESTS IN STUDENT EXCELLENCE EDUCATION FOUNDATION