Whitehall Education Foundation (EIN 651235591) - 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

2004

Legal Domicile

Principal Officer

Leo Knoblauch

Phone

6142578795

Tax Period

2025-01-01 to 2025-12-31

Whitehall Education Foundation, founded in 2004, is a micro nonprofit in the Education sector that reported $33K in total revenue in fiscal year 2025. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $17K, a strong 50% operating margin.

Mission

To support the development and implementation of school improvement initiatives model programs and awards grants

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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 (2025)

Revenue Breakdown

Contributions & Grants $9,665

Program Service Revenue $0

Investment Income $24,087

Other Revenue $-535

TOTAL REVENUE $33,217

Expense Breakdown

Grants Paid $14,318

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $14,316

Other Expenses $2,281

TOTAL EXPENSES $16,599

Year-over-Year Comparison

	2025	2024	Change
Revenue	$33,217	$38,133	-0.1%
Expenses	$16,599	$13,709	+0.2%
Net Income	$16,618	$24,424	-0.3%

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

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
TERRY ANDERSON	President	4.00	Officer Director	$0	$0	$0
LEO KNOBLAUCH	Vice President	3.00	Officer Director	$0	$0	$0
FRED EVERETT	Board Member	1.00	Director	$0	$0	$0
SHARON SHOAF	Board Member	1.00	Director	$0	$0	$0
JAYNE SHANNON	Board Member	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	$33,217	$16,599	$241,942	$16,618
2024	$38,133	$13,709	$225,324	$24,424

Whitehall Education Foundation