GILBERT EDUCATION FOUNDATION (EIN 421412399) - 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

1993

Legal Domicile

Principal Officer

MISTY SACHS

Phone

5152323740

Tax Period

2024-07-01 to 2025-06-30

GILBERT EDUCATION FOUNDATION, founded in 1993, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $222K in total revenue in fiscal year 2024. The organization ran a surplus of $106K, a strong 48% operating margin.

Mission

THE GILBERT EDUCATION FOUNDATION IS DEDICATED TO ENHANCING, ENRICHING, AND SUPPORTING THE QUALITY OF EDUCATIONAL PROGRAMS IN THE GILBERT COMMUNITY 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 (2024)

Revenue Breakdown

Contributions & Grants $189,607

Program Service Revenue $0

Investment Income $15,579

Other Revenue $17,217

TOTAL REVENUE $222,403

Expense Breakdown

Grants Paid $101,254

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $101,254

Other Expenses $14,898

TOTAL EXPENSES $116,152

Year-over-Year Comparison

	2024	2023	Change
Revenue	$222,403	$215,392	+0.0%
Expenses	$116,152	$94,098	+0.2%
Net Income	$106,251	$121,294	-0.1%

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
MISTY SACHS	PRESIDENT	0.50	Officer Director	$0	$0	$0
RACHAEL KARRIKER	VICE PRESIDE	0.50	Officer Director	$0	$0	$0
STEPHENIE KEAT	TREASURER	0.50	Officer Director	$0	$0	$0
HILLARY TOOT	SECRETARY	0.50	Officer Director	$0	$0	$0
LESLEY OLSWING	TRUSTEE	0.50	Director	$0	$0	$0
MAGGIE HOFFA	TRUSTEE	0.50	Director	$0	$0	$0
AUSTIN WOODIN	TRUSTEE	0.50	Director	$0	$0	$0
AMANDA MOORMAN	TRUSTEE	0.50	Director	$0	$0	$0
BETH LUCHT	TRUSTEE	0.50	Director	$0	$0	$0
MATT JENS	TRUSTEE	0.50	Director	$0	$0	$0
MICHELLE THOMPSON	TRUSTEE	0.50	Director	$0	$0	$0
CHRISTINA FOSTER	TRUSTEE	0.50	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	$222,403	$116,152	$1,132,738	$106,251
2024	No data	No data	No data	No data
2023	$154,217	$96,412	$801,901	$57,805
2022	$78,629	$115,051	$715,245	$-36,422
2021	$172,016	$83,305	$756,667	$88,711
2020	$153,564	$138,905	$662,956	$14,659
2019	$146,384	$91,881	$648,297	$54,503
2018	$122,689	$96,738	$593,794	$25,951

GILBERT EDUCATION FOUNDATION