FRIENDS OF WOODSTOCK SCHOOL INC (EIN 591588857) - 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

1972

Legal Domicile

Principal Officer

BRUCE DAVIS

Phone

4253538422

Tax Period

2023-07-01 to 2024-06-30

FRIENDS OF WOODSTOCK SCHOOL INC, founded in 1972, is a small nonprofit in the Education sector that reported $493K in total revenue in fiscal year 2023. Net assets of $6.3M represent 154 months of operating reserves.

Mission

TO FURNISH AID AND SUPPORT FOR EDUCATIONAL PROGRAMS IN THE UNITED STATES AND FOREIGN COUNTRIES.

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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 $306,902

Program Service Revenue $0

Investment Income $184,492

Other Revenue $1,267

TOTAL REVENUE $492,661

Expense Breakdown

Grants Paid $241,341

Salaries & Benefits $100,848

Fundraising Expenses $89,606

Program Expenses $336,920

Other Expenses $183,084

TOTAL EXPENSES $525,273

Year-over-Year Comparison

	2023	2022	Change
Revenue	$492,661	$459,722	+0.1%
Expenses	$525,273	$353,792	+0.5%
Net Income	$-32,612	$105,930	-1.3%

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

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

$61,365

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bruce Davis	President	4.00	Officer Director	$0	$0	$0
Suzanne Hanifl	Secretary	2.00	Officer Director	$0	$0	$0
Steve Van Rooy	Treasurer	3.50	Officer Director	$0	$0	$0
David Shastry	Vice President	4.00	Officer Director	$0	$0	$0
Sharon Seto	Director	3.50	Director	$0	$0	$0
Craig Cook	Ex-Officio	2.00	Director	$0	$0	$0
Kim Gingerich Brenneman	Director	2.00	Director	$0	$0	$0
Stephen Alter	Director	1.00	Director	$0	$0	$0
BEN HENDERSON	Director	1.00	Director	$0	$0	$0
Glenn Conrad	Emeritus	1.00	Director	$0	$0	$0
David Wheeler	Administrative Manager	32.00	Officer	$61,365	$0	$61,365

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	$492,661	$525,273	$6,338,325	$-32,612
2023	$459,722	$353,792	$5,884,354	$105,930
2022	$1,054,328	$1,380,315	$5,538,270	$-325,987
2021	$485,909	$969,107	$6,921,736	$-483,198
2020	$307,693	$282,276	$6,231,393	$25,417
2019	$714,257	$781,071	$6,262,476	$-66,814
2018	$710,943	$474,322	$6,363,103	$236,621

FRIENDS OF WOODSTOCK SCHOOL INC