West Bloomfield School District Foundation

Nonprofit profile at a glance

EIN
320042057
IRS 990-EZ coverage
2022–2024
Forms available
Form 990-EZ 2024
Location
West Bloomfield, MI, USA
Phone
2488656434
Rating
50
Verdict
MIXED
Rating confidence
Moderate
Sector
Private Grantmaking Foundations

Reported finances

Revenue
$49,707
Expenses
$27,480
Assets
$65,192
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

8 people listed

Executive titles in this filing

  • Juliet Jozwick (President)
  • Kristen Murray (Vice President)

People named in this filing

  • Juliet Jozwick (President)
  • Nancy Hoover (Treasurer)
  • Terri Hoyer Compton (Director)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The primary exempt purpose of the West Bloomfield School District Foundation is to organize fund raising activities to support the West Bloomfield School District and its educational programs.

What it reported doing in 2024

Robotics $5,000 working with approximately 200 students at the Elementary, Middle and High School level in Building and operating different levels of robotics. Developing skills such as team work, programming and problem solving.

Operating model

Revenue model
Other-operating. 63% of the money available for current operations came from other operating revenue.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

MIXED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 16
  • Transparency & Controls: 82
  • Sustainability: 77
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 12.1%; rating input score 12
  • Program expense ratio: 21.8%; rating input score 22

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 44.7%; rating input score 89; 89th percentile among comparable filings
  • Total-asset coverage ratio: 2.37; rating input score 69; 69th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 45.6% per year; rating input score 100; 92nd percentile among comparable filings
  • Revenue growth: 21.9% per year; rating input score 100; 91st percentile among comparable filings
  • Asset growth: 12.8% per year; rating input score 100; 78th percentile among comparable filings

Details

  • Where the money goes: 12.1% of revenue deployed · 21.8% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments · $6K in reported program spending
  • Leadership: top reported pay $0 · 8 people listed
  • Consistency: 8 of 9 current checks pass · 1 finding to review
  • Schedules: 3 filed schedules
  • Filing history: 3 filing years from 2022 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 12/100.
  • High — Financial Efficiency: Program expense ratio scored 22/100.
  • Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
  • Review — Sustainability: Officer compensation ratio scored 56/100.