THE WESTBROOK EDUCATION FOUNDATION (EIN 411746538) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1993

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

THE WESTBROOK EDUCATION FOUNDATION, founded in 1993, is a micro nonprofit in the Education sector that reported $64K in total revenue in fiscal year 2023. Revenue fell 66% from the prior year — a significant decline worth monitoring. Expenses of $129K exceeded revenue, resulting in a 102% operating deficit.

Mission

PROMOTE THE ADVANCEMENT OF EDUCATION

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $35,120

Program Service Revenue $0

Investment Income $28,628

Other Revenue $0

TOTAL REVENUE $63,748

Expense Breakdown

Grants Paid $119,153

Salaries & Benefits $2,390

Fundraising Expenses $1,378

Program Expenses $119,153

Other Expenses $7,410

TOTAL EXPENSES $128,953

Year-over-Year Comparison

	2023	2022	Change
Revenue	$63,748	$185,951	-0.7%
Expenses	$128,953	$223,854	-0.4%
Net Income	$-65,205	$-37,903	+0.7%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$2,390

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MANDA JORGENSON	DIRECTOR	3.00	Director	$2,390	$0	$2,390
BRUCE JORGENSON	DIRECTOR	0.00	Director	$0	$0	$0
JUSTIN KNAKMUHS	DIRECTOR	0.00	Director	$0	$0	$0
NICOLE BROWN	DIRECTOR	0.00	Director	$0	$0	$0
DALE MISCHKE	DIRECTOR	0.00	Director	$0	$0	$0
PAUL VOSBERG	DIRECTOR	0.00	Director	$0	$0	$0
EUGENE KRONBACK	DIRECTOR	0.00	Director	$0	$0	$0
MARLOWE NELSEN	DIRECTOR	0.00	Director	$0	$0	$0
DONN DIBBLE	DIRECTOR	0.00	Director	$0	$0	$0
JEFF WEIS	DIRECTOR	0.00	Director	$0	$0	$0
MELISSA GRAMS	TREASURER	1.00	Officer Director	$0	$0	$0
MAURY KUEHL	PRESIDENT	0.50	Officer Director	$0	$0	$0
KELLY QUADE	SECRETARY	0.50	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	No data	No data	No data	No data
2024	$63,748	$128,953	$1,212,951	$-65,205
2023	$185,951	$223,854	$1,196,998	$-37,903
2022	$63,942	$71,998	$1,142,321	$-8,056
2021	$39,449	$35,537	$1,390,083	$3,912
2020	$43,967	$82,960	$1,162,976	$-38,993
2019	$51,289	$59,005	$1,217,899	$-7,716

THE WESTBROOK EDUCATION FOUNDATION