Wrightsville Beach Elementary School FDN (EIN 460947706) - 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

Ryan Hoke

Phone

9102563171

Tax Period

2023-07-01 to 2024-06-30

Wrightsville Beach Elementary School FDN, founded in 2012, is a small nonprofit in the Education sector that reported $195K in total revenue in fiscal year 2023. Revenue surged 33% from the prior year, signaling strong growth momentum. The organization ran a surplus of $66K, a strong 34% operating margin.

Mission

The Wrightsville Beach Elementary School Foundation is operated excusively for the charitable & educational purpose of promoting the welfare of the Wrightsville Beach Elementary School. Our mission is to generate discretionary funds to provide for our school's HR needs above and beyond what traditional funding sources provide.

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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 $203,627

Program Service Revenue $0

Investment Income $0

Other Revenue $-8,999

TOTAL REVENUE $194,628

Expense Breakdown

Grants Paid $126,025

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $126,462

Other Expenses $3,103

TOTAL EXPENSES $129,128

Year-over-Year Comparison

	2023	2022	Change
Revenue	$194,628	$146,430	+0.3%
Expenses	$129,128	$64,686	+1.0%
Net Income	$65,500	$81,744	-0.2%

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
Ryan Hoke	President	2.00	Director	$0	$0	$0
Kelly Becker	Treasurer	2.00	Director	$0	$0	$0
Susan Gross	Vice President	2.00	Director	$0	$0	$0
Anne Bloomquist	Director	2.00	Director	$0	$0	$0
Stephanie Pleasant	Director	2.00	Director	$0	$0	$0
Amy McGee	Director	2.00	Director	$0	$0	$0
Charissa Benson	Director	2.00	Director	$0	$0	$0
Oliver Holmes	Director	2.00	Director	$0	$0	$0
Brielle McGrath	Director	2.00	Director	$0	$0	$0
Michaela Batten	Director	2.00	Director	$0	$0	$0
Brooke Meyers	Director	2.00	Director	$0	$0	$0
TJ Fitzpatrick	Director	2.00	Director	$0	$0	$0
Cassie Causey	Director	2.00	Director	$0	$0	$0
Adam Keen	Director	2.00	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
2025	No data	No data	No data	No data
2024	$194,628	$129,128	$293,146	$65,500

Wrightsville Beach Elementary School FDN