Westerville City Schools Education Foundation Westerville Education Foundation (EIN 311400718) - 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

1993

Legal Domicile

Principal Officer

ANDREA L DRAGO

Phone

6145995754

Tax Period

2022-01-01 to 2022-12-31

Westerville City Schools Education Foundation Westerville Education Foundation, founded in 1993, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $90K in total revenue in fiscal year 2022. The organization ran a surplus of $43K, a strong 47% operating margin.

Mission

Provide grants to Westerville City Schools to fund innovative educational 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 (2022)

Revenue Breakdown

Contributions & Grants $90,234

Program Service Revenue $0

Investment Income $265

Other Revenue $0

TOTAL REVENUE $90,499

Expense Breakdown

Grants Paid $6,879

Salaries & Benefits $32,833

Fundraising Expenses $0

Program Expenses $15,170

Other Expenses $8,268

TOTAL EXPENSES $47,980

Year-over-Year Comparison

	2022	2021	Change
Revenue	$90,499	$89,736	+0.0%
Expenses	$47,980	$112,803	-0.6%
Net Income	$42,519	$-23,067	-2.8%

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

$30,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MOLLIE LYNCH	Past President	1.000	Officer Director	$0	$0	$0
BETH WEINHARDT	Secretary	1.000	Officer Director	$0	$0	$0
ANDREA DRAGO	Interim Executive Dir	20.00	Officer	$500	$0	$500
MICHAEL COLLINS	President	2.000	Officer Director	$0	$0	$0
LARRY DEVESE	Board	1.000	Director	$0	$0	$0
LATRESA RIEVES	Assistant Treasurer	1.000	Officer Director	$0	$0	$0
NICK GURICH	Director	1.000	Director	$0	$0	$0
ROBERT GIBSON	Director	1.000	Director	$0	$0	$0
CLYDE PIATT	Treasurer VP	2.000	Officer Director	$0	$0	$0
DR COUTANYA COOMBS	Director	1.000	Director	$0	$0	$0
REBECCA CHESNICK	Director	1.000	Director	$0	$0	$0
MARTHA SWETERLITSCH	Board	1.000	Director	$0	$0	$0
CHRISTINA HINTON	Director	1.000	Director	$0	$0	$0
ROBIN COLLINS	Director	1.000	Director	$0	$0	$0
JEFF BRACKEN	Director	1.000	Director	$0	$0	$0
MOLLY FRIZZELL	Director	1.000	Director	$0	$0	$0
GREG RUBAN	Director	1.000	Director	$0	$0	$0
BELINDA MORTENSEN	Director	1.000	Director	$0	$0	$0
KRISTY MEYER	Director	1.000	Director	$0	$0	$0
COLLEEN MOIDU	Past Executive Dir	21.00	Officer	$30,000	$0	$30,000

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
2022	$90,499	$47,980	$82,545	$42,519
2021	$89,736	$112,803	$37,904	$-23,067
2020	$166,756	$149,998	$60,971	$16,758

Westerville City Schools Education Foundation Westerville Education Foundation