Sweeny ISD Education Foundation (EIN 431995210) - 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

2003

Legal Domicile

Principal Officer

Kristin Effenberger

Phone

9794918000

Tax Period

2023-09-01 to 2024-08-31

Sweeny ISD Education Foundation, founded in 2003, is a small nonprofit in the Education sector that reported $242K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $103K, a strong 43% operating margin.

Mission

To provide grants to the Sweeny Independent School District that will be used by the district to accomplish the districts educational purposes and activities

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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 $31,297

Program Service Revenue $0

Investment Income $210,211

Other Revenue $0

TOTAL REVENUE $241,508

Expense Breakdown

Grants Paid $122,350

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $127,692

Other Expenses $16,224

TOTAL EXPENSES $138,574

Year-over-Year Comparison

	2023	2022	Change
Revenue	$241,508	$213,697	+0.1%
Expenses	$138,574	$367,721	-0.6%
Net Income	$102,934	$-154,024	-1.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Loretha Edison	President	0.50	Officer Director	$0	$0	$0
Wendy Irwin	Vice-President	0.50	Officer Director	$0	$0	$0
Minne Sanchez	Secretary	0.50	Officer Director	$0	$0	$0
Kristin Effenberger	Treasurer	0.50	Officer Director	$0	$0	$0
Donna Bohlar-Schroeder	Member	0.50	Director	$0	$0	$0
Ryan Follett	Member	0.50	Director	$0	$0	$0
Adam Troy Davidson	Member	0.50	Director	$0	$0	$0
Daniel Fuller	Member	0.50	Director	$0	$0	$0
Nicole Larson	Executive Director	0.50	Officer	$0	$0	$0
Warren Rayburn	Member	0.50	Director	$0	$0	$0
Amanda Gutierrez	Member	0.50	Director	$0	$0	$0
Jeanetta Williams	Member	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
2024	$241,508	$138,574	$4,802,689	$102,934
2023	$213,697	$367,721	$4,811,870	$-154,024
2022	$225,928	$368,864	$4,669,960	$-142,936
2021	$146,008	$102,792	$4,876,792	$43,216
2020	$94,782	$6,476	$4,769,680	$88,306
2019	$137,698	$141,119	$4,634,579	$-3,421
2018	$1,809,345	$1,950,071	$4,630,625	$-140,726

Sweeny ISD Education Foundation