WACO COMMUNITY SCHOOL 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

2003

Legal Domicile

Principal Officer

STACY PETERSON

Phone

3192565000

Tax Period

2021-01-01 to 2021-12-31

WACO COMMUNITY SCHOOL FOUNDATION, founded in 2003, is a micro nonprofit in the Education sector that reported $81K in total revenue in fiscal year 2021. Revenue surged 58% from the prior year, signaling strong growth momentum. The organization ran a surplus of $19K, a strong 23% operating margin.

Mission

TO SUPPORT THE EDUCATION AND ACTIVITY PROGRAMS OF THE WACO COMMUNITY SCHOOL DISTRICT.

Program Service Accomplishments

Program 1

Expenses: $35,993 Revenue: $52,416

TO SUPPORT KAUFMAN ATHLETIC COMPLEX FOR APPROXIMATELY 5,500 INDIVIDUALS

Program 2

Expenses: $2,394 Revenue: $0

TO SUPPORT WACO STUDENT TRIP TO WASHINGTON, DC. DUE TO COVID THE TRIP HAS BEEN CANCELLED THE LAST FEW YEARS.

Program 3

Expenses: $23,318 Revenue: $28,427

TO SUPPORT WACO STUDENTS AND THEIR FAMILIES BY PROVIDING NUTRITIOUS, EASY TO PREPARE MEALS FOR THE WEEKEND AND HOLIDAYS. EACH WEEK QUALIFIED STUDENTS TAKE HOME A BACKPACK WITH GROCERY ITEMS AND...

TO SUPPORT WACO STUDENTS AND THEIR FAMILIES BY PROVIDING NUTRITIOUS, EASY TO PREPARE MEALS FOR THE WEEKEND AND HOLIDAYS. EACH WEEK QUALIFIED STUDENTS TAKE HOME A BACKPACK WITH GROCERY ITEMS AND HEALTHY RECIPES. THE BACKPACK CONTAINS ENOUGH ITEMS FOR TWO COMPLETE MEALS FOR THE ENTIRE FAMILY. THE PROGRAM CURRENTLY FOLLOWS THE WACO SCHOOL YEAR.

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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 (2021)

Revenue Breakdown

Contributions & Grants $80,844

Program Service Revenue $0

Investment Income $648

Other Revenue $0

TOTAL REVENUE $81,492

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $61,705

Other Expenses $62,555

TOTAL EXPENSES $62,555

Year-over-Year Comparison

	2021	2020	Change
Revenue	$81,492	$51,684	+0.6%
Expenses	$62,555	$42,316	+0.5%
Net Income	$18,937	$9,368	+1.0%

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
STACY PETERSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
MIKE ROTH	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SHARI JANECEK	SECRETARY	1.00	Officer Director	$0	$0	$0
ROBERT MEYER	TREASURER	1.00	Officer Director	$0	$0	$0
NEIL RICH	DIRECTOR	1.00	Director	$0	$0	$0
RENEA REICHENBACH	DIRECTOR	1.00	Director	$0	$0	$0
JAN SHELMAN	DIRECTOR	1.00	Director	$0	$0	$0
TIM GRABER	DIRECTOR	1.00	Director	$0	$0	$0
KEN SHELMAN	DIRECTOR	1.00	Director	$0	$0	$0
CARRIE COBLE	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
2021	$81,492	$62,555	$212,523	$18,937
2020	$51,684	$42,316	$193,586	$9,368
2019	$49,104	$2,021,502	$207,918	$-1,972,398
2018	$1,092,426	$98,324	$2,156,616	$994,102