SAM'S Kids Student Foundation Inc (EIN 204915235) - 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

Tracy Yelverton

Phone

8303572006

Tax Period

2024-07-01 to 2025-06-30

SAM'S Kids Student Foundation Inc, founded in 2007, is a micro nonprofit in the Education sector that reported $62K in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. Expenses of $60K left a modest 3% surplus.

Mission

To find and provide programs, people, and services that narrow the gap between a BISD childs current academic performance and their full academic potential.

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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 $35,115

Program Service Revenue $0

Investment Income $26,611

Other Revenue $138

TOTAL REVENUE $61,864

Expense Breakdown

Grants Paid $51,673

Salaries & Benefits $1,000

Fundraising Expenses $0

Program Expenses $51,673

Other Expenses $7,296

TOTAL EXPENSES $59,969

Year-over-Year Comparison

	2024	2023	Change
Revenue	$61,864	$71,674	-0.1%
Expenses	$59,969	$41,007	+0.5%
Net Income	$1,895	$30,667	-0.9%

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

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
Tracy Yelverton	President	0.38	Officer Director	$0	$0	$0
Bryan D'Spain	1st Vice President	0.38	Officer Director	$0	$0	$0
Lynn Hoyt	2nd Vice President	0.38	Officer Director	$0	$0	$0
Norma Smith-Tyler	Secretary	0.38	Officer Director	$0	$0	$0
Laurie Gilmore	Treasurer	1.15	Officer Director	$0	$0	$0
Josue Martinez	Board Member	0.19	Director	$0	$0	$0
Steve Stewart	Board Member	0.19	Director	$0	$0	$0
Bernadine Reyes	Board Member	0.19	Director	$0	$0	$0
Armando Muzquiz	Board Member	0.19	Director	$0	$0	$0
Kristin Craft	Board Member	0.19	Director	$0	$0	$0
Cecilia Fuentes	Board Member	0.19	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	$61,864	$59,969	$513,539	$1,895
2024	$71,674	$41,007	$502,950	$30,667
2023	$38,521	$49,521	$447,087	$-11,000
2022	$62,308	$42,277	$425,991	$20,031
2021	$54,650	$39,843	$474,657	$14,807
2020	$451,492	$49,633	$434,332	$401,859

SAM'S Kids Student Foundation Inc