Wylie Bulldogs Education Foundation (EIN 800594530) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2010

Legal Domicile

Principal Officer

Becky Rentz

Phone

3256924353

Tax Period

2023-01-01 to 2023-12-31

Wylie Bulldogs Education Foundation, founded in 2010, is a small nonprofit in the Education sector that reported $249K in total revenue in fiscal year 2023. The organization ran a surplus of $121K, a strong 49% operating margin.

Mission

The Wylie Bulldogs Education Foundation has a mission of collecting and distributing gifts to promote excellence in education.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $238,794

Program Service Revenue $0

Investment Income $9,474

Other Revenue $249

TOTAL REVENUE $248,517

Expense Breakdown

Grants Paid $73,240

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $73,240

Other Expenses $54,229

TOTAL EXPENSES $127,469

Year-over-Year Comparison

	2023	2022	Change
Revenue	$248,517	$241,448	+0.0%
Expenses	$127,469	$162,380	-0.2%
Net Income	$121,048	$79,068	+0.5%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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
Becky Rentz	Vice President - Development	3.00	Officer Director	$0	$0	$0
Denise Blake	President	5.00	Officer Director	$0	$0	$0
Samantha Miers	Director	1.00	Director	$0	$0	$0
Joey Light	Director	1.00	Director	$0	$0	$0
Mashelle Ancell	Director	1.00	Director	$0	$0	$0
Ricky Bacon	Director	1.00	Director	$0	$0	$0
Lisa Chavez	Director	1.00	Director	$0	$0	$0
Candice McCray	Secretary	2.00	Officer Director	$0	$0	$0
Tim Nelson	Treasurer	3.00	Officer Director	$0	$0	$0
Frank Peck	Director	1.00	Director	$0	$0	$0
Sherry Hirsch	Director	1.00	Director	$0	$0	$0
Lisa Salmon	Director	1.00	Director	$0	$0	$0
Sevie Schonerstedt	Director	1.00	Director	$0	$0	$0
Traci Simons	Director	1.00	Director	$0	$0	$0
Sheila Warren	Director	1.00	Director	$0	$0	$0
Johanna Weltzin	Vice President - Operations	3.00	Officer Director	$0	$0	$0
Jennifer Hanner	Director	1.00	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
2024	No data	No data	No data	No data
2023	$248,517	$127,469	$1,499,675	$121,048
2022	$241,448	$162,380	$1,378,627	$79,068
2021	$269,928	$132,985	$1,299,559	$136,943
2020	$292,797	$86,218	$1,162,616	$206,579
2019	$319,841	$182,834	$956,037	$137,007
2018	$182,377	$67,246	$819,030	$115,131

Wylie Bulldogs Education Foundation