BARBERS HILL ISD EDUCATION FOUNDATION (EIN 270904652) - 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

Principal Officer

GREG POOLE

Phone

2815762221

Tax Period

2024-07-01 to 2025-06-30

BARBERS HILL ISD EDUCATION FOUNDATION, founded in 2009, is a mid-sized nonprofit in the Education sector that reported $15.6M in total revenue in fiscal year 2024. Revenue fell 53% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $13.9M, a strong 89% operating margin.

Mission

ACCEPT AND DISTRIBUTE DONATIONS THAT ASSIST BARBERS HILL ISD IN ENHANCING ITS EDUCATIONAL PROGRAM.

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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 $8,162,577

Program Service Revenue $0

Investment Income $7,368,862

Other Revenue $22,191

TOTAL REVENUE $15,553,630

Expense Breakdown

Grants Paid $840,025

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $840,025

Other Expenses $848,157

TOTAL EXPENSES $1,688,182

Year-over-Year Comparison

	2024	2023	Change
Revenue	$15,553,630	$33,431,340	-0.5%
Expenses	$1,688,182	$1,546,409	+0.1%
Net Income	$13,865,448	$31,884,931	-0.6%

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
ERIC DAVIS	DIRECTOR	0.25	Officer Director	$0	$0	$0
JEF FARRELL	DIRECTOR	0.25	Director	$0	$0	$0
BENNY MAY	DIRECTOR/PRE	1.00	Officer Director	$0	$0	$0
BECKY MCMANUS	DIRECTOR	4.00	Director	$0	$0	$0
ANGIE MURRAY	SECRETARY	0.25	Officer Director	$0	$0	$0
CLINT PIPES	DIRECTOR	0.25	Director	$0	$0	$0
GREG POOLE	EXECUTIVE DI	8.00	Director	$0	$0	$0
JIMMY SYLVIA	VICE PRESIDE	0.25	Officer Director	$0	$0	$0
JESSICA VASQUEZ	DIRECTOR	0.25	Director	$0	$0	$0
NATHAN WATKINS	DIRECTOR	0.25	Director	$0	$0	$0
CALYN WESSON	TREASURER	0.25	Director	$0	$0	$0
BRAD WIDENER	DIRECTOR	0.25	Director	$0	$0	$0
MARK WILSON	PRESIDENT	0.05	Officer 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	$15,553,630	$1,688,182	$185,360,171	$13,865,448
2024	$33,431,340	$1,546,409	$159,576,712	$31,884,931
2023	$19,492,264	$1,392,117	$137,390,163	$18,100,147
2022	$16,330,132	$1,551,195	$115,046,433	$14,778,937
2021	$29,596,643	$1,616,897	$121,186,089	$27,979,746
2020	$15,598,996	$1,003,820	$71,895,648	$14,595,176
2019	$15,721,820	$426,646	$51,419,209	$15,295,174
2018	$9,478,592	$326,636	$31,844,898	$9,151,956

BARBERS HILL ISD EDUCATION FOUNDATION