THE TEACHING TRUST

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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

2010

Legal Domicile

Principal Officer

PATRICK HAUGH

Phone

2142063849

Tax Period

2020-07-01 to 2021-06-30

THE TEACHING TRUST, founded in 2010, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2020. Revenue fell 87% from the prior year — a significant decline worth monitoring. Expenses of $7.6M exceeded revenue, resulting in a 498% operating deficit.

Mission

TEACHING TRUST IS A LEADERSHIP DEVELOPMENT ORGANIZATION THAT DELIVERS PRACTICE-BASED TRAINING AND COACHING TO SCHOOL LEADERS AND SCHOOL LEADERSHIP TEAMS TO ACCELERATE SYSTEMIC AND SUSTAINED CHANGE IN SCHOOLS AND ACROSS SCHOOL DISTRICTS.

Program Service Accomplishments

Program 1

Expenses: $2,067,227 Revenue: $66,900

Aspiring Leaders Program develops educators who aspire to be principals in public schools serving students from concentrated areas of poverty and students of color who have been historically...

Aspiring Leaders Program develops educators who aspire to be principals in public schools serving students from concentrated areas of poverty and students of color who have been historically underserved by the education system. The program is delivered in partnership with Southern Methodist University's Simmons School of Education.

Program 2

Expenses: $1,161,636

Preparation work for Texas Education Agency Instructional Leadership Program that trains instructional coaches from Texas Education Service Centers who are charged with developing and supporting...

Preparation work for Texas Education Agency Instructional Leadership Program that trains instructional coaches from Texas Education Service Centers who are charged with developing and supporting public school principals.

Program 3

Expenses: $698,776

Preparation work for Dallas LEAD (the Leader Excellence, Advancement and Development). LEAD is developed and executed in partnership with Dallas ISD, LEAD is a professional development program that focuses on four key areas: attracting talented, diverse candidates who could become high-quality principal candidates; growing leaders at all levels into strong principal candidates; providing exceptional professional development for campus leaders; and identifying strategies to retain top-tier principals.

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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 (2020)

Revenue Breakdown

Contributions & Grants $1,170,667

Program Service Revenue $66,900

Investment Income $34,056

Other Revenue $5,425

TOTAL REVENUE $1,277,048

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,352,943

Fundraising Expenses $387,578

Program Expenses $4,298,692

Other Expenses $3,279,963

TOTAL EXPENSES $7,632,906

Year-over-Year Comparison

	2020	2019	Change
Revenue	$1,277,048	$9,938,813	-0.9%
Expenses	$7,632,906	$9,024,928	-0.2%
Net Income	$-6,355,858	$913,885	-8.0%

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

$1,181,889

Total Directors

$276,870

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALLISON MYATT	COO	40.00	Officer	$284,479	$15,808	$300,287
PATRICK HAUGH	CEO	40.00	Officer Director	$260,406	$16,464	$276,870
MARVIN L SMITH	CHIEF DEV. OFF.	40.00	Officer	$218,502	$14,366	$232,868
STEPHANIE STEWART	CHIEF LRN OFCR	40.00	Officer	$207,839	$19,160	$226,999
CHRISTA CAMP	SMD/NEW SITES	40.00		$161,838	$7,900	$169,738
HOLLIE SWOFFORD	DIR. OF OPERATIONS	40.00		$158,820	$10,179	$168,999
IRINA CORTEZ	DIR. OF PEOPLE	40.00		$153,371	$13,995	$167,366
VANITY JONES	SMD CULTURE	40.00		$156,918	$8,923	$165,841
SOUDARY KITTIVONG-GREENB	MD, EXTERNAL AFF.	40.00		$151,182	$10,369	$161,551
MARISA WOLF	CHIEF PROG. OFF	40.00	Officer	$137,820	$7,045	$144,865
LUCY CASTILLO	Director	1.00	Director	$0	$0	$0
DARREN ISOM	Director	1.00	Director	$0	$0	$0
JERRY HAWKINS	Director	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
2021	$1,277,048	$7,632,906	No data	$-6,355,858
2020	$9,938,813	$9,024,928	$7,603,052	$913,885
2019	$9,040,202	$7,367,579	$5,681,036	$1,672,623
2018	$4,566,840	$4,449,864	$3,931,001	$116,976