WILLIAMSBURG COMMUNITY SCHOOL DISTRICT FOUNDATION (EIN 421468053) - 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

1997

Legal Domicile

Principal Officer

ROBERT LILLIS

Tax Period

2022-01-01 to 2022-12-31

WILLIAMSBURG COMMUNITY SCHOOL DISTRICT FOUNDATION, founded in 1997, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.0M in total revenue in fiscal year 2022. Revenue surged 154% from the prior year, signaling strong growth momentum. The organization ran a surplus of $157K, a strong 16% operating margin.

Mission

TO MAINTAIN,DEVELOP,INCREASE AND EXTEND THE FACILITIES AND SERVICES OF THE WILLIAMSBURG COMMUNITY SCHOOL DISTRICT TO PROVIDE BROADER EDUCATION OPPORTUNITIES TO STUDENTS AND STAFF.

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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 $1,002,400

Program Service Revenue $0

Investment Income $74

Other Revenue $-50

TOTAL REVENUE $1,002,424

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $848,242

Other Expenses $845,892

TOTAL EXPENSES $845,892

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,002,424	$394,511	+1.5%
Expenses	$845,892	N/A	N/A
Net Income	$156,532	$394,511	-0.6%

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

N/A

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
ROBERT LILLIS	PRESIDENT	001.00	Officer Director	$0	$0	$0
REBECCA L CLAYPOOL	SEC./TREAS	001.00	Officer Director	$0	$0	$0
CYNTHIA MAXWELL	DIRECTOR	001.00	Director	$0	$0	$0
JOHN R JONES	DIRECTOR	001.00	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
2022	$1,002,424	$845,892	$640,715	$156,532
2021	$394,486	No data	$484,183	No data

WILLIAMSBURG COMMUNITY SCHOOL DISTRICT FOUNDATION