ALEDO ISD EDUCATION FOUNDATION (EIN 462327240) - 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

2013

Legal Domicile

Principal Officer

COURTNEY LEAVERTON

Phone

8172398485

Tax Period

2024-09-01 to 2025-08-31

ALEDO ISD EDUCATION FOUNDATION, founded in 2013, is a small nonprofit in the Education sector that reported $515K in total revenue in fiscal year 2024. The organization ran a surplus of $148K, a strong 29% operating margin.

Mission

THE ALEDO ISD EDUCATION FOUNDATION PARTNERS WITH THE COMMUNITY TO PROVIDE PRIVATE RESOURCES TO ENRICH TEACHING, INSPIRE LEARNING, AND MAXIMIZE INNOVATIVE OPPORTUNITIES FOR ALL STUDENTS IN THE ALEDO INDEPENDENT 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 $508,386

Program Service Revenue $0

Investment Income $6,972

Other Revenue $0

TOTAL REVENUE $515,358

Expense Breakdown

Grants Paid $203,075

Salaries & Benefits $108,693

Fundraising Expenses $12,067

Program Expenses $259,028

Other Expenses $55,647

TOTAL EXPENSES $367,415

Year-over-Year Comparison

	2024	2023	Change
Revenue	$515,358	$494,375	+0.0%
Expenses	$367,415	$391,676	-0.1%
Net Income	$147,943	$102,699	+0.4%

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

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
VALERIE KERR	FORMER EXEC DIRECTOR	0.00		$83,333	$0	$83,333
STEFAN SIMPSON	VP - FINANCE & GOVERNANCE	10.00	Officer Director	$0	$0	$0
LAUREN EDWARDS	PRESIDENT	10.00	Officer Director	$0	$0	$0
LIBBY MARLER	SECRETARY	10.00	Officer Director	$0	$0	$0
CLAIRE HOLLEK	VP - EVENTS	10.00	Officer Director	$0	$0	$0
SLATEN GOUGH	VP - DEVELOPMENT	10.00	Officer Director	$0	$0	$0
PAIGE RICE	VP - PROGRAMS	10.00	Officer Director	$0	$0	$0
JODI OUTLAND	VP - MARKETING	10.00	Officer Director	$0	$0	$0
TROY MILLER	VP - LEGAL COUNSEL	10.00	Officer Director	$0	$0	$0
COURTNEY LEAVERTON	EXECUTIVE DIRECTOR	30.00	Officer Director	$0	$0	$0
BROOKE HOWERTON	VP - BOARD AT LARGE	10.00	Officer 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	$515,358	$367,415	$528,230	$147,943
2024	$494,375	$391,676	$380,287	$102,699
2023	$447,747	$449,744	$277,588	$-1,997
2022	$493,263	$369,909	$279,585	$123,354
2021	$264,551	$263,962	$282,741	$589
2020	$135,006	$343,346	$279,902	$-208,340
2019	$342,238	$285,699	$363,982	$56,539
2018	$310,717	$292,203	$307,443	$18,514

ALEDO ISD EDUCATION FOUNDATION