WOODSIDE SCHOOL FOUNDATION (EIN 942928552) - 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

1983

Legal Domicile

Principal Officer

MATT HENGEHOLD

Phone

6508512206

Tax Period

2024-07-01 to 2025-06-30

WOODSIDE SCHOOL FOUNDATION, founded in 1983, is a community nonprofit in the Education sector that reported $3.7M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.1M, a strong 31% operating margin.

Mission

FUND RAISING FOR PUBLIC 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 $3,023,117

Program Service Revenue $0

Investment Income $672,054

Other Revenue $37,336

TOTAL REVENUE $3,732,507

Expense Breakdown

Grants Paid $2,326,283

Salaries & Benefits $52,065

Fundraising Expenses $94,523

Program Expenses $2,326,283

Other Expenses $210,317

TOTAL EXPENSES $2,588,665

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,732,507	$3,233,849	+0.2%
Expenses	$2,588,665	$2,410,249	+0.1%
Net Income	$1,143,842	$823,600	+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

Employees

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
CORRIE APPELBAUM	DIRECTOR (TO 5/28/25)	1.00	Director	$0	$0	$0
PATTY BORS	DIRECTOR (TO 5/28/25)	1.00	Director	$0	$0	$0
RACHAEL BOWMAN	DIRECTOR (TO 5/28/25)	1.00	Director	$0	$0	$0
LEANNE BRADLEY	DIRECTOR (TO 12/11/2024)	1.00	Director	$0	$0	$0
SCOTTIE DURRETT	PRESIDENT (TO 5/28/25)	4.00	Officer Director	$0	$0	$0
STACIA GARR	DIRECTOR	1.00	Director	$0	$0	$0
ELSA GUERRERO	DIRECTOR	1.00	Director	$0	$0	$0
MIA HALL	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINA HENGEHOLD	DIRECTOR (TO 5/28/25)	1.00	Director	$0	$0	$0
KRISTIN HERZOG	DIRECTOR	1.00	Director	$0	$0	$0
STEVE HUMPHREY	SECRETARY	1.00	Officer Director	$0	$0	$0
KATIE JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
ANGIE KAUFFMAN	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER KING YOST	DIRECTOR (TO 5/28/25)	1.00	Director	$0	$0	$0
FARAH KLEIN	DIRECTOR (TO 5/28/25)	1.00	Director	$0	$0	$0
MELISSA LAND	DIRECTOR (TO 12/11/24)	2.00	Director	$0	$0	$0
YULIYA LAZARO	DIRECTOR	1.00	Director	$0	$0	$0
SHERRY LIN	DIRECTOR (TO 12/11/2024)	1.00	Director	$0	$0	$0
TYLER MACNIVEN	DIRECTOR	1.00	Director	$0	$0	$0
BILL MARR	DIRECTOR	1.00	Director	$0	$0	$0
CHELSEA MATTER	DIRECTOR	1.00	Director	$0	$0	$0
SEAN MCBRIDE	DIRECTOR	1.00	Director	$0	$0	$0
BETH NASH	VICE-PRESIDENT	4.00	Officer Director	$0	$0	$0
KAREN MCANIFF	DIRECTOR (TO 5/28/25)	1.00	Director	$0	$0	$0
CAITLIN ROZZI	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH SMITH	DIRECTOR	1.00	Director	$0	$0	$0
LAUREN SAGAN	TREASURER	4.00	Officer Director	$0	$0	$0
MELODY WESTERVELT	DIRECTOR	1.00	Director	$0	$0	$0
SUSANNAH WRIGHT	DIRECTOR (TO 5/28/25)	1.00	Director	$0	$0	$0
CHRISTINA BALDWIN	SECRETARY (FROM 05/28/25)	1.00	Officer Director	$0	$0	$0
LINDSEY HASWELL	DIRECTOR (FROM 05/28/25)	1.00	Director	$0	$0	$0
MATT HENGEHOLD	DIRECTOR (FROM 05/28/25)	1.00	Director	$0	$0	$0
ELENI JASWA	DIRECTOR (FROM 05/28/25)	1.00	Director	$0	$0	$0
MEGHAN SIMKOVER	DIRECTOR (FROM 05/28/25)	1.00	Director	$0	$0	$0
SARAH GUO	DIRECTOR (FROM 01/08/25)	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
2025	$3,732,507	$2,588,665	$18,672,524	$1,143,842
2024	No data	No data	No data	No data
2023	$2,947,849	$2,393,754	$14,449,557	$554,095
2022	$3,017,241	$2,163,140	$13,202,568	$854,101
2021	$2,410,818	$2,625,920	$14,846,487	$-215,102
2020	$3,662,528	$2,508,472	$12,690,589	$1,154,056
2019	$3,113,161	$2,194,062	$12,660,485	$919,099
2018	$2,826,540	$2,025,121	$11,721,046	$801,419

WOODSIDE SCHOOL FOUNDATION