ALAMO HEIGHTS SCHOOL FOUNDATION (EIN 237282478) - 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

1971

Legal Domicile

Principal Officer

HEATHER MCFARLAND

Phone

2108325957

Tax Period

2024-07-01 to 2025-06-30

ALAMO HEIGHTS SCHOOL FOUNDATION, founded in 1971, is a community nonprofit in the Education sector that reported $2.6M in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Net assets of $14.9M represent 69 months of operating reserves.

Mission

THE ALAMO HEIGHTS SCHOOL FOUNDATION'S MISSION IS TO ENHANCE ACADEMIC EXCELLENCE FOR EVERY STUDENT WITH A FOCUS ON FUNDING TEACHERS AND STAFF.

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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 $1,366,868

Program Service Revenue $0

Investment Income $362,477

Other Revenue $861,468

TOTAL REVENUE $2,590,813

Expense Breakdown

Grants Paid $2,020,000

Salaries & Benefits $450,456

Fundraising Expenses $382,084

Program Expenses $2,020,000

Other Expenses $267,620

TOTAL EXPENSES $2,738,076

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,590,813	$2,771,918	-0.1%
Expenses	$2,738,076	$2,175,047	+0.3%
Net Income	$-147,263	$596,871	-1.2%

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

250

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

$163,162

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HEATHER MCFARLAND	EXECUTIVE DIREC	40.00	Officer	$153,550	$9,612	$163,162
JULIE DORBANDT	BOARD MEMBER	1.00	Director	$0	$0	$0
KATE CAVENDER DAWSON	BOARD MEMBER	1.00	Director	$0	$0	$0
BROOKE MEABON	President	2.00	Officer Director	$0	$0	$0
ANNE BALLANTYNE	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
JULIE EVANS	BOARD MEMBER	1.00	Director	$0	$0	$0
SCOTT ARCHER	BOARD MEMBER	1.00	Director	$0	$0	$0
ELIZABETH GREEHEY MARCEAU	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
MARYPAT WHITESIDE	EX-OFFICIO	1.00	Director	$0	$0	$0
CHRIS WILLIAMS	Treasurer	2.00	Officer Director	$0	$0	$0
CHRIS BURNEY	Secretary	1.00	Officer Director	$0	$0	$0
CLYDE JOHNSON	EX-OFFICIO	1.00	Director	$0	$0	$0
STEVE WATERS	BOARD MEMBER	1.00	Director	$0	$0	$0
LYNETTE EMBREY	BOARD MEMBER	1.00	Director	$0	$0	$0
CY GOUDGE	BOARD MEMBER	1.00	Director	$0	$0	$0
DR ANGELA MYSLIWIEC	BOARD MEMBER	1.00	Director	$0	$0	$0
BOB WORTH	BOARD MEMBER	1.00	Director	$0	$0	$0
LYNN ZIEGLER	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHERINE HOLLIMON	BOARD MEMBER	1.00	Director	$0	$0	$0
DR DANA BASHARA	EX-OFFICIO	1.00	Director	$0	$0	$0
DAVID HORNBERGER	EX-OFFICIO	1.00	Director	$0	$0	$0
WILL KOTHMANN	BOARD MEMBER	1.00	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	$2,590,813	$2,738,076	$15,247,402	$-147,263
2024	$2,771,918	$2,175,047	$13,916,947	$596,871
2023	$4,929,055	$2,041,539	$11,607,556	$2,887,516
2022	$3,024,442	$1,657,113	$8,890,577	$1,367,329
2021	$1,715,870	$1,478,901	$9,733,650	$236,969
2020	$1,193,397	$1,386,911	$7,536,733	$-193,514
2019	$1,438,803	$1,326,221	$7,779,658	$112,582

ALAMO HEIGHTS SCHOOL FOUNDATION