PSJA TRI CITY EDUCATION FOUNDATION (EIN 462769752) - 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

Janet Robles

Phone

9563542018

Tax Period

2023-01-01 to 2023-12-31

PSJA TRI CITY EDUCATION FOUNDATION, founded in 2013, is a small nonprofit in the Education sector that reported $363K in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year. Expenses of $340K left a modest 6% surplus.

Mission

The foundation is organized for educational and charitable purposes for the benefit of Pharr-San Juan-Alamo ISD and its students. It is to provide annual mini grants to teachers, literacy grant for students, and scholarships to students.

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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 $359,633

Program Service Revenue $0

Investment Income $2,916

Other Revenue $0

TOTAL REVENUE $362,549

Expense Breakdown

Grants Paid $315,653

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $326,700

Other Expenses $24,451

TOTAL EXPENSES $340,104

Year-over-Year Comparison

	2023	2022	Change
Revenue	$362,549	$419,531	-0.1%
Expenses	$340,104	$375,192	-0.1%
Net Income	$22,445	$44,339	-0.5%

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
Michael G Cano	Director	0.5	Director	$0	$0	$0
Ben Castillo	Director	0.5	Director	$0	$0	$0
Laura de la Garza	Director	0.5	Director	$0	$0	$0
Veronica Bernal McCann	Director	0.5	Director	$0	$0	$0
Melissa Diaz	Director	0.5	Director	$0	$0	$0
Jaime Jerry Munoz	Director	0.5	Director	$0	$0	$0
Jorge Zambrano	Director	0.5	Director	$0	$0	$0
Carlos Villegas	Director	0.5	Director	$0	$0	$0
Janet Robles	Advisory Director - Non Voting	5	Director	$0	$0	$0
Marlen Lopez	Vice President	2	Officer Director	$0	$0	$0
Velma De Leon	Treasurer	2	Officer Director	$0	$0	$0
Dr Alejandro Elias	Secretary	2	Officer Director	$0	$0	$0
Jesus Vela Jr	President	2	Officer Director	$0	$0	$0
Arianna Vazquez-Hernandez	Director	0.5	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	No data	No data	No data	No data
2023	$362,549	$340,104	$1,674,007	$22,445
2022	$419,531	$375,192	$1,607,342	$44,339
2021	$373,697	$262,843	$1,598,508	$110,854
2020	$364,464	$259,431	$1,416,611	$105,033
2019	$837,171	$299,518	$1,311,578	$537,653
2018	$438,266	$274,323	$773,925	$163,943

PSJA TRI CITY EDUCATION FOUNDATION