Abilene Education Foundation (EIN 311741496) - 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

2000

Legal Domicile

Principal Officer

Callie Harris

Tax Period

2023-08-01 to 2024-07-31

Abilene Education Foundation, founded in 2000, is a small nonprofit in the Education sector that reported $508K in total revenue in fiscal year 2023. Revenue fell 39% from the prior year — a significant decline worth monitoring. Expenses of $723K exceeded revenue, resulting in a 42% operating deficit.

Mission

The Abilene Education Foundation is a non-profit community organization created to enhance and inspire excellence in education for the students and teachers of the Abilene 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 $491,640

Program Service Revenue $1,470

Investment Income $26,096

Other Revenue $-10,933

TOTAL REVENUE $508,273

Expense Breakdown

Grants Paid $431,228

Salaries & Benefits $163,889

Fundraising Expenses $34,469

Program Expenses $589,506

Other Expenses $127,438

TOTAL EXPENSES $722,555

Year-over-Year Comparison

	2023	2022	Change
Revenue	$508,273	$839,974	-0.4%
Expenses	$722,555	$702,456	+0.0%
Net Income	$-214,282	$137,518	-2.6%

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

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

$83,965

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Adam Samuels	Executive Director	40.00	Officer	$76,475	$7,490	$83,965
Amy McAdams	Director	1.00	Director	$0	$0	$0
Peter Zeller	Director	1.00	Director	$0	$0	$0
Jose Valenzuela	Director	1.00	Director	$0	$0	$0
Marcus Wiley	Director	1.00	Director	$0	$0	$0
Emerald Cassidy	Director	1.00	Director	$0	$0	$0
Patrick Clancy	Director	1.00	Director	$0	$0	$0
Michael Newton	Director	1.00	Director	$0	$0	$0
Jennifer Martinez	Director	1.00	Director	$0	$0	$0
Mike McAuliffe	Director	1.00	Director	$0	$0	$0
Leah Hymel	Director	1.00	Director	$0	$0	$0
Amanda Pittman	Director	1.00	Director	$0	$0	$0
Ann Hall	Director	1.00	Director	$0	$0	$0
Debbie Langford	Director	1.00	Director	$0	$0	$0
Sandi Rainwater	Director	1.00	Director	$0	$0	$0
Dayton Borger	Vice President	2.00	Officer Director	$0	$0	$0
Callie Harris	President	2.00	Officer Director	$0	$0	$0
Jennifer Eller	Treasurer	2.00	Officer Director	$0	$0	$0
Keathley Roan	Secretary	2.00	Officer Director	$0	$0	$0
Jessica Melson	Immediate Past President	2.00	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
2024	$508,273	$722,555	$1,683,332	$-214,282
2023	$839,974	$702,456	$1,453,892	$137,518
2022	$378,069	$649,527	$1,273,035	$-271,458
2021	$531,469	$597,905	$1,544,295	$-66,436
2020	$1,009,255	$637,267	$1,640,261	$371,988

Abilene Education Foundation