WAYLAND UNION EDUCATION FOUNDATION

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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

1990

Legal Domicile

Principal Officer

DAVID ROSE

Phone

2697923263

Tax Period

2024-07-01 to 2025-06-30

WAYLAND UNION EDUCATION FOUNDATION, founded in 1990, is a micro nonprofit that reported $48K in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. Expenses of $91K exceeded revenue, resulting in a 90% operating deficit.

Mission

THE FOUNDATION'S PRIMARY EXEMPT PURPOSE IS TO SUPPLEMENT AND ENRICH THE EDUCATIONAL PROGRAMS OF THE WAYLAND UNION SCHOOL DISTRICT.

Program Service Accomplishments

Program 1

Expenses: $6,950

PROVIDED SCHOLARSHIPS FOR STUDENTS TO SUPPLEMENT THEIR EDUCATIONAL EXPENSES

Program 2

Expenses: $58,506

GRANTS MADE TO WAYLAND UNION PUBLIC SCHOOLS FOR ENRICHMENT ACTIVITIES

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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 $50,869

Program Service Revenue $0

Investment Income $-2,879

Other Revenue $0

TOTAL REVENUE $47,990

Expense Breakdown

Grants Paid $65,456

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $65,456

Other Expenses $25,621

TOTAL EXPENSES $91,077

Year-over-Year Comparison

	2024	2023	Change
Revenue	$47,990	$57,410	-0.2%
Expenses	$91,077	$85,297	+0.1%
Net Income	$-43,087	$-27,887	+0.5%

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
TODD FOX	DIRECTOR	1.00	Director	$0	$0	$0
TERESA FULK	DIRECTOR	1.00	Director	$0	$0	$0
BECKY HOHNKE	DIRECTOR	1.00	Director	$0	$0	$0
LYNN DONALDSON	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL JEFFERY	DIRECTOR	1.00	Director	$0	$0	$0
SUE BREWER JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
MASON BABIAK	DIRECTOR	1.00	Director	$0	$0	$0
ANN MCINERNEY	DIRECTOR/SECRETARY	1.00	Officer Director	$0	$0	$0
CINNAMON MELLEMA	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER MOUSHEGIAN	DIRECTOR	1.00	Director	$0	$0	$0
NISSA SMITH	DIRECTOR	1.00	Director	$0	$0	$0
DAVID ROSE	DIRECTOR/TREASURER	1.00	Officer 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	$47,990	$91,077	$662,759	$-43,087
2024	$57,410	$85,297	$632,964	$-27,887
2023	$51,310	$67,117	$629,504	$-15,807
2022	$61,878	$48,796	$605,076	$13,082
2021	$53,996	$63,725	$721,134	$-9,729
2020	$120,645	$75,285	$602,463	$45,360
2019	$61,804	$86,882	$672,480	$-25,078