WAVERLY-SHELL ROCK EDUCATIONAL FUND (EIN 462385902) - 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

2009

Legal Domicile

Principal Officer

JAY BOEDING

Phone

3193523630

Tax Period

2023-01-01 to 2023-12-31

WAVERLY-SHELL ROCK EDUCATIONAL FUND, founded in 2009, is a small nonprofit in the Education sector that reported $278K in total revenue in fiscal year 2023. Revenue surged 130% from the prior year, signaling strong growth momentum. The organization ran a surplus of $169K, a strong 61% operating margin.

Mission

TO ENCOURAGE AND PROMOTE THE IMPROVEMENT OF THE QUALITY OF EDUCATION OF ALL KINDS, INCLUDING ATHLETICS, IN THE WAVERLY-SHELL ROCK COMMUNITY SCHOOL DISTRICT BY PROVIDING A MECHANISM THROUGH WHICH ADDITIONAL RESOURCES CAN BE OBTAINED THROUGH PRIVATE CONTRIBUTIONS AND GRANTS OF ALL KINDS, WHERE APPROPRIATE FOR SUCH AN ORGANIZATION, FOR ALLOCATION TO WORTHWHILE EDUCATIONAL PROGRAMS AND FACILITIES.

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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 $255,929

Program Service Revenue $0

Investment Income $21,786

Other Revenue $0

TOTAL REVENUE $277,715

Expense Breakdown

Grants Paid $69,914

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $107,551

Other Expenses $38,302

TOTAL EXPENSES $108,216

Year-over-Year Comparison

	2023	2022	Change
Revenue	$277,715	$120,654	+1.3%
Expenses	$108,216	$119,270	-0.1%
Net Income	$169,499	$1,384	+121.5%

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

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
JAY BOEDING	PRESIDENT	2.00	Officer Director	$0	$0	$0
MARK PLATTE	VICE PRESIDE	0.50	Officer Director	$0	$0	$0
ROGER WILCOX	SECRETARY	1.20	Officer Director	$0	$0	$0
CHRIS FOY	TREASURER	1.50	Officer Director	$0	$0	$0
JESSI FASSE	DIRECTOR	2.00	Director	$0	$0	$0
HEIDI ABBEN	DIRECTOR	0.50	Director	$0	$0	$0
JENNIFER NUS	DIRECTOR	0.70	Director	$0	$0	$0
CORRIE RAMIGE	DIRECTOR	0.50	Director	$0	$0	$0
JESSICA DEWEY	DIRECTOR	0.50	Director	$0	$0	$0
ED KLAMFOTH	EX OFFICIO D	0.50	Director	$0	$0	$0
BARBARA BRIDGES	DIRECTOR	0.50	Director	$0	$0	$0
JAMES PERRY	DIRECTOR	0.50	Director	$0	$0	$0
JENNIFER SIECH	DIRECTOR	0.50	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	No data	No data	No data	No data
2023	$277,715	$108,216	$664,935	$169,499
2022	$120,654	$119,270	$495,436	$1,384
2021	$112,279	$83,909	$494,052	$28,370
2020	$155,779	$78,376	$465,682	$77,403

WAVERLY-SHELL ROCK EDUCATIONAL FUND