West Fargo Educational Foundation (EIN 363548686) - 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

2013

Legal Domicile

Principal Officer

ALISON OTTESEN

Tax Period

2022-07-01 to 2023-06-30

West Fargo Educational Foundation, founded in 2013, is a micro nonprofit in the Education sector that reported $23K in total revenue in fiscal year 2022. Revenue fell 85% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $4K, a strong 18% operating margin.

Mission

Support the activities of the West Fargo Public 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 (2022)

Revenue Breakdown

Contributions & Grants $23,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $23,000

Expense Breakdown

Grants Paid $10,472

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $18,960

Other Expenses $8,488

TOTAL EXPENSES $18,960

Year-over-Year Comparison

	2022	2021	Change
Revenue	$23,000	$154,410	-0.9%
Expenses	$18,960	$11,521	+0.6%
Net Income	$4,040	$142,889	-1.0%

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

N/A

Independent Members

N/A

Employees

N/A

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
ALISON OTTESEN	President	2.000	Director	$0	$0	$0
ANGELA OTTESEN	Member	2.000	Director	$0	$0	$0
DAVID FLOWERS	Member	2.000	Director	$0	$0	$0
NANCY PETERSON	Treasurer	2.000	Director	$0	$0	$0
MARK BERNTSON	Secretary	1.000	Director	$0	$0	$0
VALERIE FISKE	Member	1.000	Director	$0	$0	$0
TIM PETERSON	Member	1.000	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
2023	$23,000	$18,960	No data	$4,040
2022	$154,410	$11,521	No data	$142,889

West Fargo Educational Foundation