PINE TREE ISD EDUCATION FOUNDATION

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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

2003

Legal Domicile

Principal Officer

CAROL POPE

Phone

9032955021

Tax Period

2024-09-01 to 2025-08-31

PINE TREE ISD EDUCATION FOUNDATION, founded in 2003, is a micro nonprofit in the Education sector that reported $89K in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. The organization ran a surplus of $67K, a strong 75% operating margin.

Mission

TO PROMOTE AND SUPPORT THE EDUCATIONAL PROGRAMS FOR BOTH THE STUDENTS AND STAFF PERSONNEL OF PINE TREE INDEPENDENT SCHOOL DISTRICT.

Program Service Accomplishments

Program 1

Expenses: $19,320 Revenue: $50

TO PROVIDE GRANTS TO TEACHERS AT PINE TREE ISD FOR INNOVATIVE AND CREATIVE EDUCATIONAL PROGRAMS AND PROJECTS; TO AWARD SCHOLARSHIPS TO GRADUATING SENIORS FOR HIGHER EDUCATION EXPENSES.

Program 2

PT HONORS RECEPTION- TO CELEBRATE TEACHERS SERVICE TO PINE TREE ISD AND TO ITS STUDENTS AND TO AWARD TEACHERS WITH GRANTS AND AWARDS FOR THEIR OUTSTANDING SERVICE

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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 $87,230

Program Service Revenue $50

Investment Income $19,197

Other Revenue $-17,128

TOTAL REVENUE $89,349

Expense Breakdown

Grants Paid $18,969

Salaries & Benefits $0

Fundraising Expenses $100

Program Expenses $19,320

Other Expenses $3,258

TOTAL EXPENSES $22,227

Year-over-Year Comparison

	2024	2023	Change
Revenue	$89,349	$104,109	-0.1%
Expenses	$22,227	$29,815	-0.3%
Net Income	$67,122	$74,294	-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

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

$77,212

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MELISSA GONZALEZ	FOUNDATION D	10.00	Officer	$0	$0	$77,212
LEAH FINLEY	DIRECTOR	N/A	Director	$0	$0	$0
NATASHA HARRELL	DIRECTOR	N/A	Director	$0	$0	$0
IVA HOLYFIELD	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
CHAPIN MILLER	TREASURER	N/A	Officer Director	$0	$0	$0
CAROL POPE	PRESIDENT	N/A	Officer Director	$0	$0	$0
DONNA PRUITT	DIRECTOR	N/A	Director	$0	$0	$0
AMY REESE	SECRETARY	N/A	Officer Director	$0	$0	$0
FRANK RICHARDS	DIRECTOR	N/A	Director	$0	$0	$0
RAYMOND RUSSELL	DIRECTOR	N/A	Director	$0	$0	$0
CYNDY TALLEY	DIRECTOR	N/A	Director	$0	$0	$0
CHARMYN TUMEY	DIRECTOR	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
2025	$89,349	$22,227	$793,096	$67,122
2024	$104,109	$29,815	$694,305	$74,294
2023	$84,088	$27,062	$556,594	$57,026
2021	$109,544	$25,335	$536,965	$84,209