WATERFORD FOUNDATION FOR PUBLIC EDUCATION (EIN 382528009) - 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

1984

Legal Domicile

Phone

2486739898

Tax Period

2024-07-01 to 2025-06-30

WATERFORD FOUNDATION FOR PUBLIC EDUCATION, founded in 1984, is a small nonprofit in the Education sector that reported $266K in total revenue in fiscal year 2024. Revenue surged 49% from the prior year, signaling strong growth momentum. The organization ran a surplus of $77K, a strong 29% operating margin.

Mission

THE ORGANIZATION RECEIVES FORMAL REQUESTS FOR GRANTS FROM VARIOUS SCHOOLS WITHIN THE LOCAL SCHOOL DISTRICT. THESE REQUESTS ARE REVIEWED BY THE GRANT COMMITTEE AND RECOMMENDATIONS MADE TO THE BOARD AS A WHOLE. THE BOARD DETERMINES WHETHER THE GRANTS ARE APPROVED AND MONIES ALLOCATED ACCORDINGLY.

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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 $148,895

Program Service Revenue $10,300

Investment Income $61,008

Other Revenue $45,376

TOTAL REVENUE $265,579

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $11,354

Program Expenses $139,898

Other Expenses $188,879

TOTAL EXPENSES $188,879

Year-over-Year Comparison

	2024	2023	Change
Revenue	$265,579	$178,551	+0.5%
Expenses	$188,879	$179,685	+0.1%
Net Income	$76,700	$-1,134	-68.6%

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

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
MARGIE GOBLER	TREASURER	0.00	Officer Director	$0	$0	$0
JOHN HIMMELSPACH	PRESIDENT	1.00	Officer	$0	$0	$0
MEGAN MCCOY	SECRETARY	0.50	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
2025	$265,579	$188,879	$2,373,370	$76,700
2024	$178,551	$179,685	$2,158,882	$-1,134
2023	$122,075	$270,394	$2,049,583	$-148,319
2022	$210,799	$201,220	$2,028,395	$9,579
2021	$224,857	$340,706	$2,416,603	$-115,849
2020	$111,914	$144,029	$1,911,246	$-32,115
2019	$195,104	$163,287	$1,942,000	$31,817
2018	$346,567	$171,451	$1,823,509	$175,116

WATERFORD FOUNDATION FOR PUBLIC EDUCATION