WEATHERFORD ISD EDUCATION FOUNDATION INC (EIN 752881311) - 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

2000

Legal Domicile

Principal Officer

PATRICK E SNEED

Phone

8175982956

Tax Period

2023-01-01 to 2023-12-31

WEATHERFORD ISD EDUCATION FOUNDATION INC, founded in 2000, is a small nonprofit in the Education sector that reported $202K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $61K, a strong 30% operating margin.

Mission

THE WEATHERFORD ISD EDUCATION FOUNDATION HAS BEEN CREATED TO SUPPORT THE EDUCATIONAL PROGRAMS FOR BOTH THE STUDENTS AND STAFF PERSONNEL OF THE WEATHERFORD ISD. THE FOUNDATION WILL PROVIDE FUNDS FOR EDUCATIONAL PROGRAMS AND ACTIVITIES WHICH EITHER HAVE NOT BEEN FUNDED OR HAVE BEEN UNDER-FUNDED BY THE NORMAL OPERATING BUDGET. THESE FUNDS WILL BE USED TO FACILITATE STUDENT ACHIEVEMENT AND SKILL DEVELOPMENT, TO RECOGNIZE AND ENCOURAGE STAFF EXCELLENCE AND TO EXPAND COMMUNITY INVOLVEMENT FROM INDIVIDUALS, BUSINESSES AND CIVIC ORGANIZATIONS.

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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 $122,916

Program Service Revenue $0

Investment Income $7,572

Other Revenue $71,161

TOTAL REVENUE $201,649

Expense Breakdown

Grants Paid $99,017

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $112,000

Other Expenses $41,620

TOTAL EXPENSES $140,637

Year-over-Year Comparison

	2023	2022	Change
Revenue	$201,649	$171,216	+0.2%
Expenses	$140,637	$124,095	+0.1%
Net Income	$61,012	$47,121	+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
LINDA AUTHIER	BOARD OF DIR	1.00	Director	$0	$0	$0
CHRIS BONNETT	BOARD OF DIR	1.00	Director	$0	$0	$0
S BRIAN CATLIN	BOARD OF DIR	1.00	Director	$0	$0	$0
TIM CLARK	BOARD OF DIR	1.00	Director	$0	$0	$0
JIMMY DAY	BOARD OF DIR	1.00	Director	$0	$0	$0
JARROD DICKEY	BOARD OF DIR	1.00	Director	$0	$0	$0
DONNA DICKINSON	BOARD OF DIR	1.00	Director	$0	$0	$0
NITA ELLIS	BOARD OF DIR	1.00	Director	$0	$0	$0
MENDE FERIEND	BOARD OF DIR	1.00	Director	$0	$0	$0
JOHN FORREST	BOARD OF DIR	1.00	Director	$0	$0	$0
LAURA GEYER	BOARD OF DIR	1.00	Director	$0	$0	$0
JAY GIBBS	BOARD OF DIR	1.00	Director	$0	$0	$0
CINDY GOSS	BOARD OF DIR	1.00	Director	$0	$0	$0
JEANINE GRIZZARD	BOARD OF DIR	1.00	Director	$0	$0	$0
LINDA HARRIS	BOARD OF DIR	1.00	Director	$0	$0	$0
LORI HILL	BOARD OF DIR	1.00	Director	$0	$0	$0
DENNIS HOOKS	BOARD OF DIR	1.00	Director	$0	$0	$0
VAN HOUSER	BOARD OF DIR	1.00	Director	$0	$0	$0
WADE JULIAN	BOARD OF DIR	1.00	Director	$0	$0	$0
MARTIN KNOX	BOARD OF DIR	1.00	Director	$0	$0	$0
LONNA LEACH	BOARD OF DIR	1.00	Director	$0	$0	$0
TONJA MEDLOCK	BOARD OF DIR	1.00	Director	$0	$0	$0
LANDON MEEKER	BOARD OF DIR	1.00	Director	$0	$0	$0
MELISSA MEYER	BOARD OF DIR	1.00	Director	$0	$0	$0
LYNN MILLS	BOARD OF DIR	1.00	Director	$0	$0	$0
BEAU REES	BOARD OF DIR	1.00	Director	$0	$0	$0
JENNIFER SHEPHERD	BOARD OF DIR	1.00	Director	$0	$0	$0
STEFAN SIMPSON	BOARD OF DIR	1.00	Director	$0	$0	$0
MANDY STORM	BOARD OF DIR	1.00	Director	$0	$0	$0
WALLY WALLACE	BOARD OF DIR	1.00	Director	$0	$0	$0
JUDD WHITE	BOARD OF DIR	1.00	Director	$0	$0	$0
KATHY WILLIAMS	BOARD OF DIR	1.00	Director	$0	$0	$0
LORI BENNETT	PRESIDENT EL	2.00	Officer	$0	$0	$0
DAVE COWLEY	VICE PRESIDE	2.00	Officer	$0	$0	$0
DOUG DOWD	PAST PRESIDE	2.00	Officer	$0	$0	$0
TAMMY GAZZOLA	VICE PRES.	2.00	Officer	$0	$0	$0
JOHN HINTON	SECRETARY	2.00	Officer	$0	$0	$0
PATRICK E SNEED	TREASURER	2.00	Officer	$0	$0	$0
GAIL WIRTANEN	PRESIDENT	2.00	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
2024	No data	No data	No data	No data
2023	$201,649	$140,637	$779,279	$61,012
2022	$171,216	$124,095	$701,298	$47,121
2021	$99,337	$107,983	$667,984	$-8,646
2020	$118,489	$137,254	$648,352	$-18,765
2019	$126,422	$95,710	$672,427	$30,712
2018	$131,414	$118,438	$637,152	$12,976

WEATHERFORD ISD EDUCATION FOUNDATION INC