LUBBOCK-COOPER EDUCATION FOUNDATION (EIN 320409580) - 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

2014

Legal Domicile

Principal Officer

AMY PUNCHARD

Phone

8068637100

Tax Period

2023-01-01 to 2023-12-31

LUBBOCK-COOPER EDUCATION FOUNDATION, founded in 2014, is a small nonprofit in the Mental Health sector that reported $185K in total revenue in fiscal year 2023. Revenue fell 57% from the prior year — a significant decline worth monitoring. Expenses of $274K exceeded revenue, resulting in a 48% operating deficit.

Mission

PROVIDE SUPPLEMENTAL SUPPORT AND EDUCATIONAL OPPORTUNITIES TO STUDENTS OF LUBBOCK-COOPER INDEPENDENT SCHOOL DISTRICT, INCLUDING EFFORTS TO INCREASE STUDENT SUCCESS IN LEARNING AND PREPARATION FOR HIGHER EDUCATION AND THE WORKFORCE PROVIDE OPPORTUNITIES FOR POST-SECONDARY EDUCATION SCHOLARSHIPS FOR STUDENTS THAT GRADUATE FROM LCISD

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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 $385,193

Program Service Revenue $0

Investment Income $2,151

Other Revenue $-202,811

TOTAL REVENUE $184,533

Expense Breakdown

Grants Paid $236,932

Salaries & Benefits $0

Fundraising Expenses $15,190

Program Expenses $251,932

Other Expenses $36,647

TOTAL EXPENSES $273,579

Year-over-Year Comparison

	2023	2022	Change
Revenue	$184,533	$428,168	-0.6%
Expenses	$273,579	$279,405	0.0%
Net Income	$-89,046	$148,763	-1.6%

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

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
AMY PUNCHARD	PRESIDENT	N/A	Officer	$0	$0	$0
CASSIE JOHNSTON	VICE PRESIDE	N/A	Officer	$0	$0	$0
CROCKETT TIDWELL	BOARD MEMBER	N/A	Director	$0	$0	$0
KRIS HEFNER	BOARD MEMBER	N/A	Director	$0	$0	$0
BRETT MCDOWELL	BOARD MEMBER	N/A	Director	$0	$0	$0
DARBY BROWN	BOARD MEMBER	N/A	Director	$0	$0	$0
KRYSTLE PIERCE	BOARD MEMBER	N/A	Director	$0	$0	$0
MIKE NELSON	TREASURER	N/A	Officer	$0	$0	$0
DAVE MARCINKOWSKI	BOARD MEMBER	N/A	Director	$0	$0	$0
JENNIFER COLLEY	BOARD MEMBER	N/A	Director	$0	$0	$0
AUDRA ELLIOTT	BOARD MEMBER	N/A	Director	$0	$0	$0
JEFF NICHOLAS	BOARD MEMBER	N/A	Director	$0	$0	$0
KRISTI DUSKE	BOARD MEMBER	N/A	Director	$0	$0	$0
PAUL EHLERS	EX-OFFICIO	N/A	Director	$0	$0	$0
KEITH BRYANT	EX-OFFICIO	N/A	Director	$0	$0	$0
MACY SATTERWHITE	EX-OFFICIO	N/A	Director	$0	$0	$0
SADIE ALDERSON	EX-OFFICIO	N/A	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	No data	No data	No data	No data
2023	$184,533	$273,579	$204,147	$-89,046
2022	$428,168	$279,405	$293,193	$148,763
2021	$162,644	$207,833	$144,430	$-45,189
2020	$261,304	$142,554	$189,619	$118,750
2019	$217,363	$246,784	$70,869	$-29,421
2018	$302,612	$221,696	$100,290	$80,916

LUBBOCK-COOPER EDUCATION FOUNDATION