WASHINGTON UNION EDUCATIONAL FOUNDATION (EIN 770037407) - 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

1984

Legal Domicile

Principal Officer

HEATHER PURDOM

Phone

8313207645

Tax Period

2024-09-01 to 2025-08-31

WASHINGTON UNION EDUCATIONAL FOUNDATION, founded in 1984, is a small nonprofit in the Education sector that reported $229K in total revenue in fiscal year 2024. The organization ran a surplus of $88K, a strong 38% operating margin.

Mission

TO RAISE FUNDS TO SUPPORT ART, MUSIC, AND TECHNOLOGY IN THE WASHINGTON UNION SCHOOL DISTRICT.

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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 (2024)

Revenue Breakdown

Contributions & Grants $208,760

Program Service Revenue $0

Investment Income $0

Other Revenue $20,229

TOTAL REVENUE $228,989

Expense Breakdown

Grants Paid $135,715

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $135,715

Other Expenses $5,684

TOTAL EXPENSES $141,399

Year-over-Year Comparison

	2024	2023	Change
Revenue	$228,989	$236,163	0.0%
Expenses	$141,399	$163,793	-0.1%
Net Income	$87,590	$72,370	+0.2%

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
HEATHER PURDOM	PRESIDENT	10.00	Officer Director	$0	$0	$0
DANIELLE LONG	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
JULIE LATHAM	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
SAMUEL RAMIREZ	TREASURER	5.00	Officer Director	$0	$0	$0
ANA SEID	SECRETARY	5.00	Officer Director	$0	$0	$0
ANDREA MASSEY	CHAIRMAN	20.00	Officer Director	$0	$0	$0
SANDRA ARRIOLA	DIRECTOR	3.00	Director	$0	$0	$0
MADDY BECK	DIRECTOR	5.00	Director	$0	$0	$0
ANGELA MUELLER	DIRECTOR	5.00	Director	$0	$0	$0
TARA TUDISCO	DIRECTOR	5.00	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	$228,989	$141,399	$223,629	$87,590
2024	$236,163	$163,793	$136,039	$72,370
2023	$212,380	$230,691	$63,669	$-18,311
2020	$150,164	$167,808	$59,162	$-17,644
2019	$222,032	$197,339	$76,806	$24,693
2018	$196,879	$192,735	$53,013	$4,144

WASHINGTON UNION EDUCATIONAL FOUNDATION