HISD GEAR UP TRUST FUND (EIN 202422807) - 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

Sherrie Robinson

Phone

7135566400

Tax Period

2023-07-01 to 2024-06-30

HISD GEAR UP TRUST FUND, founded in 2004, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $292K in total revenue in fiscal year 2023. Revenue surged 55% from the prior year, signaling strong growth momentum.

Mission

This trust was created and shall be operated exclusively for charitable and educational purposes. Scholarships are provided to qualified high school seniors to assist in attending the college of their choice. Qualifying students receive $1,000 per year for 4 years.

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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 $0

Program Service Revenue $0

Investment Income $291,836

Other Revenue $0

TOTAL REVENUE $291,836

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	$291,836	$188,647	+0.5%
Expenses	N/A	N/A	N/A
Net Income	N/A	$188,647	N/A

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

N/A

Independent Members

N/A

Employees

N/A

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
Sherrie Robinson	Trustee	1	Director	$0	$0	$0
Elneita Hutchison-Taylor	Trustee	1	Director	$0	$0	$0
Ann Stiles	Trustee	1	Director	$0	$0	$0
Emily Cole	Trustee	1	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	No data	No data	No data	No data
2024	$291,836	No data	$5,124,430	No data
2023	$188,647	No data	$4,832,594	No data
2022	$9,584	No data	$4,643,946	No data
2021	$4,389	$32,116	$4,634,362	$-27,727

HISD GEAR UP TRUST FUND