WAKEFIELD HIGH SCHOOL EDUCATION FOUNDATION (EIN 541451475) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1986

Legal Domicile

Principal Officer

James Jones

Phone

7032162785

Tax Period

2024-07-01 to 2025-06-30

WAKEFIELD HIGH SCHOOL EDUCATION FOUNDATION INC, founded in 1986, is a small nonprofit that reported $283K in total revenue in fiscal year 2017. Revenue surged 38% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE COLLEGE SCHOLARSHIPS TO GRADUATING STUDENTS

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $609,468

Program Service Revenue $0

Investment Income $74,661

Other Revenue $13,500

TOTAL REVENUE $697,629

Expense Breakdown

Grants Paid $549,665

Salaries & Benefits $0

Fundraising Expenses $19,841

Program Expenses $636,898

Other Expenses $107,888

TOTAL EXPENSES $657,553

Year-over-Year Comparison

	2024	2023	Change
Revenue	$697,629	$506,662	+0.4%
Expenses	$657,553	$488,316	+0.3%
Net Income	$40,076	$18,346	+1.2%

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

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
JAMES JONES	PRESIDENT	10	Officer Director	$0	$0	$0
KELLY GRISWOLD WEBSTER	VICE PRESIDENT	2	Officer Director	$0	$0	$0
MICHAEL JEFFREY	TREASURER	5	Officer Director	$0	$0	$0
PAUL FERGUSON	SECRETARY	2	Officer Director	$0	$0	$0
APRIL ARCHER WEBB	TRUSTEE	1	Director	$0	$0	$0
KELLY BAXTER	TRUSTEE	1	Director	$0	$0	$0
HELEN CHUNG VASILIADIS	VICE PRESIDENT	1	Director	$0	$0	$0
DANIELLE DAY	TRUSTEE	1	Director	$0	$0	$0
JOSHUA HEWITT	TRUSTEE	1	Director	$0	$0	$0
HENRY HOWARD	TRUSTEE	1	Director	$0	$0	$0
PAM KLECZEK	TRUSTEE	1	Director	$0	$0	$0
MILLIE MOHLER LAWSON	TRUSTEE	2	Director	$0	$0	$0
SHARON O'DELL GOODE	TRUSTEE	2	Director	$0	$0	$0
CONCHITA MITCHELL	TRUSTEE	4	Director	$0	$0	$0
WILLIAM VOGELSON	TRUSTEE	1	Director	$0	$0	$0
MICHAEL WANZER	TRUSTEE	1	Director	$0	$0	$0
CATHERINE WILSON	SECRETARY	1	Director	$0	$0	$0
NOEL BELAIR MARSHALL	TRUSTEE	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
2025	$697,629	$657,553	$1,748,564	$40,076
2024	$506,662	$488,316	$1,525,986	$18,346
2023	$922,100	$509,274	$1,387,092	$412,826
2022	$373,714	$294,697	$792,296	$79,017
2021	$272,245	$254,053	$686,911	$18,192
2020	$270,130	$227,801	$622,804	$42,329
2019	$223,448	$206,391	$605,932	$17,057
2018	$283,258	$279,227	$614,174	$4,031

WAKEFIELD HIGH SCHOOL EDUCATION FOUNDATION