Frisco Education Foundation (EIN 311689773) - 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

1999

Legal Domicile

Phone

4696336860

Tax Period

2024-08-01 to 2025-07-31

Frisco Education Foundation, founded in 1999, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.4M in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $232K, a strong 16% operating margin.

Mission

To provide scholarships to graduating high school students in the Frisco Independent School District. The Foundation also supports educational programs and educators in the District through Grants for Great Ideas.

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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 $1,068,598

Program Service Revenue $0

Investment Income $221,473

Other Revenue $149,079

TOTAL REVENUE $1,439,150

Expense Breakdown

Grants Paid $911,293

Salaries & Benefits $71,288

Fundraising Expenses $68,863

Program Expenses $941,982

Other Expenses $224,464

TOTAL EXPENSES $1,207,045

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,439,150	$1,128,837	+0.3%
Expenses	$1,207,045	$978,933	+0.2%
Net Income	$232,105	$149,904	+0.5%

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

N/A

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
Peter Burns	President Elect	3.00	Director	$0	$0	$0
Thor Anderson	Board Member	3.00	Director	$0	$0	$0
Jody Daley	Board Member	3.00	Director	$0	$0	$0
Genisha Handy	Board Member	3.00	Director	$0	$0	$0
David Turner	Asst Treasurer	3.00	Director Key Emp	$0	$0	$0
Lori McCaghren	Board Member	3.00	Director	$0	$0	$0
Dustin Paschal	Board Member	3.00	Director	$0	$0	$0
Dawn Richardson	Board Member	3.00	Director	$0	$0	$0
Lindsay Teague	Board Member	3.00	Director	$0	$0	$0
Sree Majji	Board Member	3.00	Director	$0	$0	$0
Hannon McKemie	Board Member	3.00	Director	$0	$0	$0
Markques McKnight	Board Member	3.00	Director	$0	$0	$0
Megan Stevens	Board Member	3.00	Director	$0	$0	$0
Christin Timmons	Board Member	3.00	Director	$0	$0	$0
Megan Nguyen-Trinh	Treasurer	3.00	Officer Director	$0	$0	$0
Michael Elman	Secretary	3.00	Officer Director	$0	$0	$0
Michael Simmons	President	3.00	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	$1,439,150	$1,207,045	$5,731,031	$232,105
2024	$1,128,837	$978,933	$5,301,506	$149,904
2023	$1,081,977	$951,801	$4,999,518	$130,176
2022	$1,147,545	$947,848	$4,688,334	$199,697
2021	$1,031,886	$914,105	$4,925,953	$117,781
2020	$1,072,934	$1,039,904	$4,469,568	$33,030
2019	$1,123,673	$1,102,835	$4,194,104	$20,838

Frisco Education Foundation