WEST LYON SCHOOL FOUNDATION INC (EIN 800038577) - 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

2001

Legal Domicile

Principal Officer

ROBERT TRACY

Phone

7127534917

Tax Period

2024-07-01 to 2025-06-30

WEST LYON SCHOOL FOUNDATION INC, founded in 2001, is a micro nonprofit in the Education sector that reported $32K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $7K, a strong 23% operating margin.

Mission

TO ACCEPT, HOLD, ADMINISTER, INVEST, AND DISPERSE FOR EDUCATION AND SCIENTIFIC PURPOSES SUCH FUNDS AS MAY FROM TIME TO TIME BE GIVEN TO IT BY ANY PERSON, PERSONS, FIRM OR CORPORATION, TO RECEIVE GIFTS; AND MAKE FINANCIAL AND OTHER TYPES OF CONTRIBUTIONS AND ASSISTANCE TO EDUCATION AND SCIENTIFIC INSTITUTIONS, INCORPORATED OR NONINCORPORATED, WHICH ARE EXEMPT FROM FEDERAL INCOME TAX AND TO AWARD SCHOLARSHIPS AND/OR GRANTS TO INDIVIDUALS.

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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 $23,980

Program Service Revenue $0

Investment Income $7,634

Other Revenue $0

TOTAL REVENUE $31,614

Expense Breakdown

Grants Paid $24,200

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $24,200

Other Expenses $0

TOTAL EXPENSES $24,200

Year-over-Year Comparison

	2024	2023	Change
Revenue	$31,614	$29,017	+0.1%
Expenses	$24,200	$24,130	+0.0%
Net Income	$7,414	$4,887	+0.5%

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
KATE GERBER	DIRECTOR	N/A	Officer	$0	$0	$0
JEFF HOOGEVEEN	DIRECTOR	N/A	Officer	$0	$0	$0
JEROD REINKING	DIRECTOR	N/A	Officer	$0	$0	$0
JARED VANDER SANDEN	DIRECTOR	N/A	Officer	$0	$0	$0
ROBERT TRACY	PRESIDENT	N/A	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	$31,614	$24,200	$419,802	$7,414
2024	$29,017	$24,130	$412,388	$4,887
2023	$17,339	$24,726	$407,501	$-7,387
2022	$137,200	$30,636	$414,888	$106,564
2020	$30,284	$29,819	$322,919	$465
2019	$31,360	$22,383	$322,454	$8,977
2018	$35,751	$32,832	$313,477	$2,919

WEST LYON SCHOOL FOUNDATION INC