WINFIELD USD 465 FOUNDATION

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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

1960

Legal Domicile

Principal Officer

ROBERT HARTLEY

Phone

6202211674

Tax Period

2024-01-01 to 2024-12-31

WINFIELD USD 465 FOUNDATION, founded in 1960, is a small nonprofit in the Education sector that reported $311K in total revenue in fiscal year 2024. Revenue surged 428% from the prior year, signaling strong growth momentum. The organization ran a surplus of $262K, a strong 84% operating margin.

Mission

THE ORGANIZATION EXISTS TO ASSIST SCHOOL PROGRAMS WITHIN UNIFIED SCHOOL DISTRICT 465, WINFIELD, KANSAS

Program Service Accomplishments

Program 1

Expenses: $26,101

THE WINFIELD USD 465 FOUNDATION AWARDS SCHOLARSHIPS TO QUALIFIED STUDENTS ON A COMPETITIVE BASIS, USING THE CRITERIA ESTABLISHED BY DONORS.

Program 2

Expenses: $17,913

THE WINFIELD USD 465 FOUNDATION PROVIDES GRANTS TO TEACHERS IN THE USD 465 SCHOOL DISTRICT TO PURCHASE SUPPLIES AND START PROGRAMS THAT OTHERWISE WOULD NOT BE FUNDED BY THE 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 (2024)

Revenue Breakdown

Contributions & Grants $285,534

Program Service Revenue $0

Investment Income $25,176

Other Revenue $0

TOTAL REVENUE $310,710

Expense Breakdown

Grants Paid $44,014

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $44,014

Other Expenses $4,714

TOTAL EXPENSES $48,728

Year-over-Year Comparison

	2024	2023	Change
Revenue	$310,710	$58,831	+4.3%
Expenses	$48,728	$52,844	-0.1%
Net Income	$261,982	$5,987	+42.8%

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

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
CHERYL BROCK	VICE PRESIDE	0.50	Officer Director	$0	$0	$0
JK CAMPBELL	DIRECTOR	0.50	Director	$0	$0	$0
PEGGY CRAIG	DIRECTOR	0.50	Director	$0	$0	$0
BOB GOTTLOB	DIRECTOR	0.50	Director	$0	$0	$0
ROBERT HARTLEY	PRESIDENT	0.50	Officer Director	$0	$0	$0
JOE HEDGES	DIRECTOR	0.50	Director	$0	$0	$0
KAYDEE RIGGS JOHNSON	DIRECTOR	0.50	Director	$0	$0	$0
SHERYLE OHM	TREASURER	2.00	Officer Director	$0	$0	$0
JOANN PARSONS	DIRECTOR	0.50	Director	$0	$0	$0
SCOTT SCHOON	DIRECTOR	0.50	Director	$0	$0	$0
DEBRA SCHWYHART	SECRETARY	0.50	Officer Director	$0	$0	$0
JULIE THOMPSON	DIRECTOR	0.50	Director	$0	$0	$0
KELLE THOMPSON	DIRECTOR	0.50	Director	$0	$0	$0
SHONA WOODS	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
2025	No data	No data	No data	No data
2024	$310,710	$48,728	$722,165	$261,982