WOODWARD PUBLIC SCHOOLS EDUCATIONAL FOUNDATION INC (EIN 731333214) - 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

1988

Legal Domicile

Principal Officer

ROGER WAGNER

Phone

5802563701

Tax Period

2023-01-01 to 2023-12-31

WOODWARD PUBLIC SCHOOLS EDUCATIONAL FOUNDATION INC, founded in 1988, is a small nonprofit that reported $137K in total revenue in fiscal year 2023. Revenue surged 211% from the prior year, signaling strong growth momentum. The organization ran a surplus of $102K, a strong 74% operating margin.

Mission

THE MISSION OF THE FOUNDATION IS TO FOSTER THE EDUCATIONAL OPPORTUNITIES FOR THE YOUTH OF THE WOODWARD SCHOOL SYSTEM THROUGH THE MAKING OF GRANTS AND/OR CONTRIBUTIONS TO THE EDUCATIONAL INSTITUTIONS OF SUCH SCHOOL SYSTEM TO ENABLE THEM TO MEET THE EXPENSES OF EDUCATION AND PROVIDE A HIGHER QUALITY OF EDUCATION.

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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 $16,356

Program Service Revenue $0

Investment Income $112,119

Other Revenue $8,756

TOTAL REVENUE $137,231

Expense Breakdown

Grants Paid $27,566

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $27,566

Other Expenses $8,038

TOTAL EXPENSES $35,604

Year-over-Year Comparison

	2023	2022	Change
Revenue	$137,231	$44,189	+2.1%
Expenses	$35,604	$33,467	+0.1%
Net Income	$101,627	$10,722	+8.5%

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
DON GAINES	PRESIDENT	3.00	Officer Director	$0	$0	$0
EMILY JETT	VICE PRESIDE	3.00	Officer Director	$0	$0	$0
ROGER WAGNER	TREASURER	3.00	Officer Director	$0	$0	$0
ASHLEY ROBERTS	SECRETARY	3.00	Director	$0	$0	$0
NANCY POPE	BOARD MEMBER	2.00	Director	$0	$0	$0
MELANIE MATT	BOARD MEMBER	2.00	Director	$0	$0	$0
TYSON LITTAU	BOARD MEMBER	2.00	Director	$0	$0	$0
TENEIL SPAETH	BOARD MEMBER	2.00	Director	$0	$0	$0
MONICA HODGDEN	BOARD MEMBER	2.00	Director	$0	$0	$0
LAURA HAYES	BOARD MEMBER	2.00	Director	$0	$0	$0
MACKENZIE HUFFMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
SANDI LILES	BOARD MEMBER	2.00	Director	$0	$0	$0
AARON SIMS	BOARD MEMBER	2.00	Director	$0	$0	$0
JAI BARBY	BOARD MEMBER	2.00	Director	$0	$0	$0
KIM WILLIAMS	BOARD MEMBER	2.00	Director	$0	$0	$0
KATELYN VANDERWORK	BOARD MEMBER	2.00	Director	$0	$0	$0
DESTINY HOWARD	BOARD MEMBER	2.00	Director	$0	$0	$0
AMY WHITEWATER	BOARD MEMBER	2.00	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
2024	No data	No data	No data	No data
2023	$137,231	$35,604	$1,387,037	$101,627
2022	$44,189	$33,467	$1,326,315	$10,722
2021	$38,006	$25,227	$1,379,082	$12,779
2020	$27,993	$26,606	$1,339,645	$1,387
2019	$36,209	$25,926	$1,306,384	$10,283
2018	$42,261	$36,873	$1,267,984	$5,388

WOODWARD PUBLIC SCHOOLS EDUCATIONAL FOUNDATION INC