WOODLAKE UNION HIGH SCHOOL DISTRICT FOUNDATION (EIN 770285500) - 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

1991

Legal Domicile

Principal Officer

NANCY GORDON

Phone

5595643307

Tax Period

2023-07-01 to 2024-06-30

WOODLAKE UNION HIGH SCHOOL DISTRICT FOUNDATION, founded in 1991, is a small nonprofit in the Education sector that reported $998K in total revenue in fiscal year 2023. Revenue surged 224% from the prior year, signaling strong growth momentum. The organization ran a surplus of $759K, a strong 76% operating margin.

Mission

TO AWARD SCHOLARSHIPS TO LOCAL STUDENTS AND PURCHASE EQUIPMENT FOR WOODLAKE HIGH SCHOOL

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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 $957,613

Program Service Revenue $0

Investment Income $20,838

Other Revenue $19,519

TOTAL REVENUE $997,970

Expense Breakdown

Grants Paid $221,970

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $223,586

Other Expenses $17,253

TOTAL EXPENSES $239,223

Year-over-Year Comparison

	2023	2022	Change
Revenue	$997,970	$308,180	+2.2%
Expenses	$239,223	$207,104	+0.2%
Net Income	$758,747	$101,076	+6.5%

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
NANCY CLAUSEN GORDON	PRESIDENT	1.00	Officer Director	$0	$0	$0
RHYANNE HETTICK	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
TERRY THOMPSON	TREASUREER	1.00	Officer Director	$0	$0	$0
CARMITA PENA	RECORDING SECRETARY	1.00	Officer Director	$0	$0	$0
SALLY PACE	DIRECTOR	0.00	Director	$0	$0	$0
DEBBIE KULICK	DIRECTOR	0.00	Director	$0	$0	$0
DEE ROCHIN	DIRECTOR	0.00	Director	$0	$0	$0
MICHAEL ANTHONY BURCHETT JR	DIRECTOR	0.00	Director	$0	$0	$0
RENE FLORES	DIRECTOR	0.00	Director	$0	$0	$0
LAURA GONZALEZ	DIRECTOR	0.00	Director	$0	$0	$0
JACQUELINE MURILLO	DIRECTOR	0.00	Director	$0	$0	$0
GEORGE KULICK	DIRECTOR	0.00	Director	$0	$0	$0
CASANDRA LEDESMA	DIRECTOR	0.00	Director	$0	$0	$0
LAURA MANSER	DIRECTOR	0.00	Director	$0	$0	$0
RICK RODRIGUEZ	DIRECTOR	0.00	Director	$0	$0	$0
SANDY PEREZ	DIRECTOR	0.00	Director	$0	$0	$0
JASMIN RANGEL	DIRECTOR	0.00	Director	$0	$0	$0
BIANCA RODRIGUEZ	DIRECTOR	0.00	Director	$0	$0	$0
SUE WINTERS	DIRECTOR	0.00	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	No data	No data	No data	No data
2024	$997,970	$239,223	$1,808,631	$758,747
2023	$308,180	$207,104	$867,104	$101,076
2022	$220,828	$166,472	$782,296	$54,356
2021	$233,328	$175,656	$818,785	$57,672
2020	$221,143	$193,254	$625,368	$27,889
2019	$203,488	$194,822	$610,782	$8,666

WOODLAKE UNION HIGH SCHOOL DISTRICT FOUNDATION