GEORGE WEST EDUCATION FOUNDATION INC (EIN 460578135) - 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

2012

Legal Domicile

Principal Officer

BROOKE GOEBEL

Phone

3618500813

Tax Period

2023-07-01 to 2024-06-30

GEORGE WEST EDUCATION FOUNDATION INC, founded in 2012, is a small nonprofit in the Education sector that reported $126K in total revenue in fiscal year 2023. Revenue fell 58% from the prior year — a significant decline worth monitoring. Expenses of $148K exceeded revenue, resulting in a 17% operating deficit.

Mission

SUPPORT OF GEORGE WEST INDEPENDENT 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 (2023)

Revenue Breakdown

Contributions & Grants $73,773

Program Service Revenue $0

Investment Income $0

Other Revenue $52,101

TOTAL REVENUE $125,874

Expense Breakdown

Grants Paid $141,043

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $141,043

Other Expenses $6,692

TOTAL EXPENSES $147,735

Year-over-Year Comparison

	2023	2022	Change
Revenue	$125,874	$298,017	-0.6%
Expenses	$147,735	$114,451	+0.3%
Net Income	$-21,861	$183,566	-1.1%

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
BROOKE GOEBEL	President	1.00	Officer Director	$0	$0	$0
MORGAN HANCOCK	Vice President	1.00	Officer Director	$0	$0	$0
SHIRLEY HOLM	Treasurer	1.00	Officer Director	$0	$0	$0
DANA DAVIS	Secretary	1.00	Officer Director	$0	$0	$0
LAUREN LEE	Director	1.00	Director	$0	$0	$0
MICHAEL GONZALES	Director	1.00	Director	$0	$0	$0
MADI POSEY	Director	1.00	Director	$0	$0	$0
DAVID AINSWORTH	Director	1.00	Director	$0	$0	$0
JASON ROYAL	Director	1.00	Director	$0	$0	$0
SHELLY LISKA	Director	1.00	Director	$0	$0	$0
STEPHANIE WARE	Director	1.00	Director	$0	$0	$0
ANNA GUERRERO	Director	1.00	Director	$0	$0	$0
WILL HUSSEY	Director	1.00	Director	$0	$0	$0
TRACEY MELNAR	Director	1.00	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
2024	$125,874	$147,735	$350,158	$-21,861
2023	$298,017	$114,451	$372,024	$183,566
2022	$179,674	$94,378	$188,458	$85,296
2021	$36,885	$61,462	$103,162	$-24,577
2020	$169,857	$136,379	$127,739	$33,478
2019	$179,401	$182,951	$94,261	$-3,550
2018	$90,086	$82,925	$97,811	$7,161

GEORGE WEST EDUCATION FOUNDATION INC