ROCKWALL ISD EDUCATION FOUNDATION INC (EIN 200317398) - 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

2004

Legal Domicile

Phone

4696987094

Tax Period

2021-09-01 to 2022-08-31

ROCKWALL ISD EDUCATION FOUNDATION INC, founded in 2004, is a small nonprofit that reported $169K in total revenue in fiscal year 2021. Revenue surged 86% from the prior year, signaling strong growth momentum. Expenses of $160K left a modest 5% surplus.

Mission

The mission of the Rockwall ISD Education Foundation is to provide learning enhancement experiences for the students in Rockwall Independent School District and to provide what is otherwise not possible due to the District's limited operating budget. Additionally, we support Rockwall ISD educators with materials and resources that will benefit the learning opportunities for students District-wide.

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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 (2021)

Revenue Breakdown

Contributions & Grants $134,127

Program Service Revenue $0

Investment Income $35,200

Other Revenue $0

TOTAL REVENUE $169,327

Expense Breakdown

Grants Paid $51,917

Salaries & Benefits $72,664

Fundraising Expenses $32,176

Program Expenses $88,070

Other Expenses $35,516

TOTAL EXPENSES $160,097

Year-over-Year Comparison

	2021	2020	Change
Revenue	$169,327	$90,905	+0.9%
Expenses	$160,097	$96,693	+0.7%
Net Income	$9,230	$-5,788	-2.6%

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	Role	Reportable Comp	Other Comp	Total
Whitney Abbott	Secretary	Officer Director	$0	$0	$0
Tommy Baugh	Director	Director	$0	$0	$0
Becky Burkett	Director	Director	$0	$0	$0
Kenda Culpepper	Director	Director	$0	$0	$0
Lacy Deckard	President	Officer Director	$0	$0	$0
Lesli Johnson	Director	Director	$0	$0	$0
Andrea Jones-Henderson	Director	Director	$0	$0	$0
Scotty Lovett	Director	Director	$0	$0	$0
Robert Miller	Director	Director	$0	$0	$0
Josh Sparks	Treasurer	Officer Director	$0	$0	$0
Cindy Tayem	Vice President-Awards and Grants	Officer Director	$0	$0	$0
John Villarreal	Director	Director	$0	$0	$0
Jim White	Director	Director	$0	$0	$0
Shana Young	Director	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
2022	$169,327	$160,097	$664,950	$9,230

ROCKWALL ISD EDUCATION FOUNDATION INC