AUSTIN PARTNERS IN EDUCATION (EIN 201024501) - 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

Principal Officer

SERGIO RODRIGUEZ

Phone

2546643295

Tax Period

2024-06-01 to 2025-05-31

AUSTIN PARTNERS IN EDUCATION, founded in 2004, is a small nonprofit in the Education sector that reported $926K in total revenue in fiscal year 2024. Revenue fell 50% from the prior year — a significant decline worth monitoring. Expenses of $1.5M exceeded revenue, resulting in a 60% operating deficit.

Mission

APIE PROVIDES COLLEGE AND CAREER READINESS SUPPORT THROUGH INDIVIDUALIZED ACADEMIC AND MENTORING PROGRAMS TO PREPARE STUDENTS FOR SUCCESS.

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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 $914,853

Program Service Revenue $0

Investment Income $11,642

Other Revenue $0

TOTAL REVENUE $926,495

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,248,410

Fundraising Expenses $242,726

Program Expenses $994,943

Other Expenses $235,863

TOTAL EXPENSES $1,484,273

Year-over-Year Comparison

	2024	2023	Change
Revenue	$926,495	$1,870,386	-0.5%
Expenses	$1,484,273	$2,013,667	-0.3%
Net Income	$-557,778	$-143,281	+2.9%

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

208

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

$160,551

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICK WHITELEY	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
MATIAS SEGURA	VICE CHAIR	2.00	Officer Director	$0	$0	$0
KATELYN LOWREY	SECRETARY	2.00	Officer Director	$0	$0	$0
DOYLE VALDEZ	TREASURER	2.00	Officer Director	$0	$0	$0
JENNA CULLINANE HEGE	BOARD MEMBER	2.00	Director	$0	$0	$0
CATHERINE DENHAM	BOARD MEMBER	2.00	Director	$0	$0	$0
REV DARYL HORTON	BOARD MEMBER	2.00	Director	$0	$0	$0
DENNIS HOWARD	BOARD MEMBER	2.00	Director	$0	$0	$0
ERIC R KASE	BOARD MEMBER	2.00	Director	$0	$0	$0
ANGELIA MCFARLAND	BOARD MEMBER	2.00	Director	$0	$0	$0
SERGIO RODRIGUEZ	BOARD MEMBER	2.00	Director	$0	$0	$0
TRINIDAD SAN MIGUEL	BOARD MEMBER	2.00	Director	$0	$0	$0
MICHELLE KREJCI WALLIS	BOARD MEMBER	2.00	Director	$0	$0	$0
GILBERT ZAVALA	BOARD MEMBER	2.00	Director	$0	$0	$0
CATHY JONES	EXECUTIVE DIRECTOR	40.00	Officer	$149,211	$11,340	$160,551

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	$926,495	$1,484,273	$447,641	$-557,778
2024	$1,870,386	$2,013,667	$1,046,462	$-143,281
2023	$1,992,261	$2,097,987	$1,165,939	$-105,726
2022	$1,858,475	$1,943,213	$1,240,919	$-84,738
2021	$2,394,620	$1,856,705	$1,329,726	$537,915
2020	$1,943,050	$1,957,943	$1,009,346	$-14,893
2019	$1,730,675	$1,838,523	$807,479	$-107,848

AUSTIN PARTNERS IN EDUCATION