WELCH PUBLIC SCHOOL ENRICHMENT FOUNDATION (EIN 731480590) - 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

1995

Legal Domicile

Phone

9185422000

Tax Period

2025-01-01 to 2025-12-31

WELCH PUBLIC SCHOOL ENRICHMENT FOUNDATION, founded in 1995, is a micro nonprofit in the Education sector that reported $92K in total revenue in fiscal year 2025. Revenue surged 62% from the prior year, signaling strong growth momentum. Net assets of $534K represent 69 months of operating reserves.

Mission

PROVIDE BENEFITS TO WELCH PUBLIC SCHOOL STUDENTS AND SCHOOLS

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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 $71,334

Program Service Revenue $0

Investment Income $21,008

Other Revenue $0

TOTAL REVENUE $92,342

Expense Breakdown

Grants Paid $22,742

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $92,786

Other Expenses $70,044

TOTAL EXPENSES $92,786

Year-over-Year Comparison

	2025	2024	Change
Revenue	$92,342	$56,924	+0.6%
Expenses	$92,786	$49,229	+0.9%
Net Income	$-444	$7,695	-1.1%

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

N/A

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
BILLYE ABLE	BOARDMEMBER	1.00	Director	$0	$0	$0
BECKY HIGHSMITH	BOARDMEMBER	1.00	Director	$0	$0	$0
BETH LOWERY	BOARDMEMBER	1.00	Director	$0	$0	$0
LINDA JORGENSON	BOARDMEMBER	1.00	Director	$0	$0	$0
RONDA CHARLES	BOARDMEMBER	1.00	Director	$0	$0	$0
ROSANNA DOWNUM	BOARDMEMBER	1.00	Director	$0	$0	$0
CHARLES STONER	BOARDMEMBER	1.00	Director	$0	$0	$0
JEANNIE WYNN	BOARDMEMBER	1.00	Director	$0	$0	$0
TOBIE GATEWOOD	PRESIDENT	1.00	Officer	$0	$0	$0
JAMES STONER	VICE PRESIDENT	1.00	Officer	$0	$0	$0
ALLISON HORTON	SECRETARY	1.00	Officer	$0	$0	$0
ASHLEY CHENOWETH	TREASURER	1.00	Officer	$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	$92,342	$92,786	$534,383	$-444
2021	$80,785	$38,946	$523,265	$41,839

WELCH PUBLIC SCHOOL ENRICHMENT FOUNDATION