GOLIAD ISD EDUCATION FOUNDATION IN (EIN 141995950) - 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

2007

Legal Domicile

Principal Officer

AMANDA ELLER

Phone

3616453257

Tax Period

2023-01-01 to 2023-12-31

GOLIAD ISD EDUCATION FOUNDATION IN, founded in 2007, is a small nonprofit in the Education sector that reported $174K in total revenue in fiscal year 2023. Revenue surged 108% from the prior year, signaling strong growth momentum. The organization ran a surplus of $107K, a strong 62% operating margin.

Mission

THE FOUNDATION PROVIDES RESOURCES TO ENRICH TEACHING, INSPIRE LEARNING AND ENHANCE OPPORTUNITIES TO MEET THE STATED MISSION OF EXCELLENCE IN EDUCATION FOR ALL STUDENTS ENROLLED IN THE GOLIAD INDEPENDENT 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 (2023)

Revenue Breakdown

Contributions & Grants $7,327

Program Service Revenue $0

Investment Income $87,678

Other Revenue $79,035

TOTAL REVENUE $174,040

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,765

Fundraising Expenses $328

Program Expenses $61,405

Other Expenses $56,190

TOTAL EXPENSES $66,955

Year-over-Year Comparison

	2023	2022	Change
Revenue	$174,040	$83,762	+1.1%
Expenses	$66,955	$55,060	+0.2%
Net Income	$107,085	$28,702	+2.7%

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

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

$156,550

Total Directors

$166,550

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HOLLY LYON	SECRETARY	N/A	Officer Director	$0	$0	$156,550
TANYA JACOB	EXECUTIVE DI	2.00	Director	$10,000	$0	$10,000
LISA ABERCROMBIE	DIRECTOR	N/A	Director	$0	$0	$0
EJ BAMMERT	DIRECTOR	N/A	Director	$0	$0	$0
DEBBIE BEGO	DIRECTOR	N/A	Director	$0	$0	$0
CRISTY BILLO	TREASURER	N/A	Officer Director	$0	$0	$0
TRACYE BOYD	DIRECTOR	N/A	Director	$0	$0	$0
KACEY CAIN	DIRECTOR	N/A	Director	$0	$0	$0
CARISSA CAMACHO	DIRECTOR	N/A	Director	$0	$0	$0
MAKAYLA CHALKEY	DIRECTOR	N/A	Director	$0	$0	$0
AMANDA ELLER	PRESIDENT	N/A	Officer Director	$0	$0	$0
VERONICA FORTENBERRY	DIRECTOR	N/A	Director	$0	$0	$0
BAILEY GUMM	DIRECTOR	N/A	Director	$0	$0	$0
LAUREN HEARD	DIRECTOR	N/A	Director	$0	$0	$0
STACEY HOEFLING	DIRECTOR	N/A	Director	$0	$0	$0
BRANDON HUBER	DIRECTOR	N/A	Director	$0	$0	$0
JENNI KNETL	DIRECTOR	N/A	Director	$0	$0	$0
KRISTINA KOWALD	DIRECTOR	N/A	Director	$0	$0	$0
DANETTE MARES	DIRECTOR	N/A	Director	$0	$0	$0
PAT MORALES	DIRECTOR	N/A	Director	$0	$0	$0
DUSTIN MYERS	DIRECTOR	N/A	Director	$0	$0	$0
WILLIE NELSON	DIRECTOR	N/A	Director	$0	$0	$0
SANDY NEWBERRY	DIRECTOR	N/A	Director	$0	$0	$0
ERICA PEDEVILLE	DIRECTOR	N/A	Director	$0	$0	$0
STACEY SHELTON	DIRECTOR	N/A	Director	$0	$0	$0
KATIE SMITH	DIRECTOR	N/A	Director	$0	$0	$0
TARA STANGE	DIRECTOR	N/A	Director	$0	$0	$0
BETH TRCKA	DIRECTOR	N/A	Director	$0	$0	$0
KARI WEISER	DIRECTOR	N/A	Director	$0	$0	$0
CAYLEE WRIGHT	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
WENDY YANTA	DIRECTOR	N/A	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	$174,040	$66,955	$914,875	$107,085
2022	$83,762	$55,060	$797,043	$28,702
2021	$138,160	$34,107	$887,857	$104,053
2020	$155,685	$59,815	$782,998	$95,870
2019	$147,410	$54,673	$683,739	$92,737
2018	$66,474	$41,509	$590,352	$24,965

GOLIAD ISD EDUCATION FOUNDATION IN