William B Travis Foundation Inc (EIN 462115412) - 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

Nikki Hanley

Phone

2816381099

Tax Period

2024-06-01 to 2025-05-31

William B Travis Foundation Inc, founded in 2014, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $295K in total revenue in fiscal year 2024. Revenue fell 26% from the prior year — a significant decline worth monitoring. Expenses of $432K exceeded revenue, resulting in a 47% operating deficit.

Mission

To fund Foundation-approved activities related to William B. Travis Elementary School.

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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 $233,514

Program Service Revenue $0

Investment Income $10,610

Other Revenue $50,774

TOTAL REVENUE $294,898

Expense Breakdown

Grants Paid $428,125

Salaries & Benefits $0

Fundraising Expenses $1,482

Program Expenses $428,125

Other Expenses $4,060

TOTAL EXPENSES $432,185

Year-over-Year Comparison

	2024	2023	Change
Revenue	$294,898	$398,422	-0.3%
Expenses	$432,185	$529,314	-0.2%
Net Income	$-137,287	$-130,892	+0.0%

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
Ana Laws	Co-president	1.00	Officer Director	$0	$0	$0
Jessica Aghili	Co-president	1.00	Officer Director	$0	$0	$0
Josh Stevenson	Treasurer	1.00	Officer Director	$0	$0	$0
David Church	Board Member	1.00	Director	$0	$0	$0
Casey Downing	Board Member	1.00	Director	$0	$0	$0
Nikki Hanley	Board Member	1.00	Director	$0	$0	$0
Eliana Johnson	Board Member	1.00	Director	$0	$0	$0
Dana Morris	Board Member	1.00	Director	$0	$0	$0
Shaniece O'Rear	Board Member	1.00	Director	$0	$0	$0
Patrick Stewart	Board Member	1.00	Director	$0	$0	$0
Nicole Woods	Board Member	1.00	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	$294,898	$432,185	$409,762	$-137,287
2024	$398,422	$529,314	$547,049	$-130,892
2023	$354,169	$177,806	$677,941	$176,363
2022	$280,213	$241,931	$501,578	$38,282
2020	$276,910	$102,216	$438,122	$174,694

William B Travis Foundation Inc