Weston Ranch Foundation (EIN 710932352) - 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

Phone

2102247003

Tax Period

2023-01-01 to 2023-12-31

Weston Ranch Foundation, founded in 2004, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.5M in total revenue in fiscal year 2023. Revenue surged 1862% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.2M, a strong 88% operating margin.

Mission

Supporting Organization for Texas Lutheran University

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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 $2,240,000

Program Service Revenue $0

Investment Income $103,802

Other Revenue $185,748

TOTAL REVENUE $2,529,550

Expense Breakdown

Grants Paid $80,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $282,477

Other Expenses $222,226

TOTAL EXPENSES $302,226

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,529,550	$128,910	+18.6%
Expenses	$302,226	$180,262	+0.7%
Net Income	$2,227,324	$-51,352	-44.4%

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

N/A

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
Graham Weston	Director	1.00	Director	$0	$0	$0
Gregg Weston	Director	1.00	Director	$0	$0	$0
Galvin Weston	Director	1.00	Director	$0	$0	$0
Dr Debbie Cottrell	President	1.00	Officer Director	$0	$0	$0
Edie Richardson	Secretary	1.00	Officer Director	$0	$0	$0
Wes Peoples	Director	1.00	Director	$0	$0	$0
Andrew Nelson	Treasurer	1.00	Officer 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
2024	No data	No data	No data	No data
2023	$2,529,550	$302,226	$33,084,564	$2,227,324
2022	$128,910	$180,262	$30,550,554	$-51,352
2021	$1,053,187	$197,662	$31,052,925	$855,525
2020	$175,825	$176,651	$30,062,380	$-826
2019	$7,342,820	$196,241	$29,812,077	$7,146,579
2018	$95,520	$189,117	$8,080,446	$-93,597

Weston Ranch Foundation