WILLS POINT ISD EDUCATION FOUNDATION (EIN 822527104) - 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

2017

Legal Domicile

Phone

9038735100

Tax Period

2022-07-01 to 2023-06-30

WILLS POINT ISD EDUCATION FOUNDATION, founded in 2017, is a small nonprofit in the Education sector that reported $251K in total revenue in fiscal year 2022. The organization ran a surplus of $55K, a strong 22% operating margin.

Mission

The organization is organized and operated exclusively to support and benefit educational and cultural programs and services of the Wills Point Independent School District. To that end, the Foundation solicits, manages, and distributes funds for enrichment purposes in program areas not otherwise funded by the 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 (2022)

Revenue Breakdown

Contributions & Grants $66,706

Program Service Revenue $0

Investment Income $0

Other Revenue $184,210

TOTAL REVENUE $250,916

Expense Breakdown

Grants Paid $53,059

Salaries & Benefits $0

Fundraising Expenses $1,846

Program Expenses $187,661

Other Expenses $142,738

TOTAL EXPENSES $195,797

Year-over-Year Comparison

	2022	2021	Change
Revenue	$250,916	$245,306	+0.0%
Expenses	$195,797	$151,278	+0.3%
Net Income	$55,119	$94,028	-0.4%

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

N/A

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
DEBBIE DEEN	Director	1.50	Officer Director	$0	$0	$0
JANA DEEN	Treasurer	1.50	Officer Director	$0	$0	$0
DAVID CARTWRIGHT	Director	1.50	Director	$0	$0	$0
AMANDA JOHNS	Vice President	1.50	Director	$0	$0	$0
SHERRY MOORE	Director	1.50	Director	$0	$0	$0
STEPHANIE MOORE	Vice President	1.50	Director	$0	$0	$0
SUNDY ROGERS	Vice President	1.50	Director	$0	$0	$0
THERESA TURNER	Director	1.50	Director	$0	$0	$0
GEORGE WILCOXSON	Director	1.50	Director	$0	$0	$0
TAELOR BREWER	President	1.50	Officer Director	$0	$0	$0
SUSAN SANKO	Vice President	1.50	Officer Director	$0	$0	$0
RYAN STRUTTON	Director	1.50	Director	$0	$0	$0
JAN LYLE	Director	1.50	Director	$0	$0	$0
KELLY ROGERS	Treasurer	1.50	Director	$0	$0	$0
KATE BELL KEIERLEBER	Executive Dir.	0.00	Officer Director	$0	$0	$0
STEVE DUSEK	Director	0.00	Director	$0	$0	$0
CASSIE MC DANIEL	Director	0.00	Director	$0	$0	$0
TAYLOR DEEN	Director	0.00	Director	$0	$0	$0
RACHEL CURTIS	Director	0.00	Director	$0	$0	$0
CARMEN WENTZEL	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	No data	No data	No data	No data
2023	$250,916	$195,797	$300,856	$55,119
2022	$245,306	$151,278	$245,736	$94,028

WILLS POINT ISD EDUCATION FOUNDATION