The Ann Richards School Foundation (EIN 264231160) - 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

2009

Legal Domicile

Phone

5124143236

Tax Period

2023-09-01 to 2024-08-31

The Ann Richards School Foundation, founded in 2009, is a community nonprofit in the Education sector that reported $1.1M in total revenue in fiscal year 2023. Expenses of $1.3M exceeded revenue, resulting in a 17% operating deficit.

Mission

The Ann Richards School Foundation is established for the purpose of raising funds to enhance the programs of the Ann Richards School, a public school within the Austin Independent School District.

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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 $674,808

Program Service Revenue $0

Investment Income $233,589

Other Revenue $201,905

TOTAL REVENUE $1,110,302

Expense Breakdown

Grants Paid $0

Salaries & Benefits $390,914

Fundraising Expenses $177,911

Program Expenses $1,017,896

Other Expenses $905,594

TOTAL EXPENSES $1,296,508

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,110,302	$1,162,402	0.0%
Expenses	$1,296,508	$1,148,826	+0.1%
Net Income	$-186,206	$13,576	-14.7%

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

$134,887

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kristen Vassallo	Chair	N/A	Officer Director	$0	$0	$0
Anna Sanchez	Vice Chair	N/A	Officer Director	$0	$0	$0
Christann Vasquez	Secretary	N/A	Officer Director	$0	$0	$0
Katrina Montgomery	Treasurer	N/A	Officer Director	$0	$0	$0
Kathy Burrell	Past Chair	N/A	Director	$0	$0	$0
Becky Beaver	Director	N/A	Director	$0	$0	$0
Karen Burgess	Director	N/A	Director	$0	$0	$0
Maria Cruz	Director	N/A	Director	$0	$0	$0
Parisa Fatehi-Weeks	Director	N/A	Director	$0	$0	$0
Berta Fogerson	Director	N/A	Director	$0	$0	$0
Pat Forgione	Director	N/A	Director	$0	$0	$0
Jehmu Greene	Director	N/A	Director	$0	$0	$0
Susan Johnson	Director	N/A	Director	$0	$0	$0
Robin Lerner	Director	N/A	Director	$0	$0	$0
Lynn McBee	Director	N/A	Director	$0	$0	$0
Carol McGarah	Director	N/A	Director	$0	$0	$0
LaVerne Morris-Parker	Director	N/A	Director	$0	$0	$0
Jewel Mullen	Director	N/A	Director	$0	$0	$0
Yael Ouzillou	Director	N/A	Director	$0	$0	$0
Candace Partridge	Director	N/A	Director	$0	$0	$0
Victor Saenz	Director	N/A	Director	$0	$0	$0
Randi Shade	Director	N/A	Director	$0	$0	$0
Shamina Singh	Director	N/A	Director	$0	$0	$0
Melissa Taylor	Director	N/A	Director	$0	$0	$0
Rina VonFrisch	Director	N/A	Director	$0	$0	$0
Kathleen Woodhead	Director	N/A	Director	$0	$0	$0
Peggy Hanley	Executive Director	N/A	Officer	$124,249	$10,638	$134,887

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
2024	$1,110,302	$1,296,508	$9,833,527	$-186,206
2023	$1,162,402	$1,148,826	$8,991,214	$13,576
2022	$1,327,021	$1,049,367	$8,598,210	$277,654
2021	$1,120,803	$872,615	$9,596,746	$248,188
2020	$872,446	$932,686	$7,914,609	$-60,240
2019	$1,308,267	$981,275	$7,488,575	$326,992
2018	$1,096,035	$1,041,080	$7,407,179	$54,955

The Ann Richards School Foundation