PEARLAND 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

2014

Principal Officer

MONA CHAVARRIA

Phone

2819974987

Tax Period

2024-07-01 to 2025-06-30

PEARLAND ISD EDUCATION FOUNDATION, founded in 2014, is a small nonprofit in the Education sector that reported $255K in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. Expenses of $301K exceeded revenue, resulting in a 18% operating deficit.

Mission

IT IS THE MISSION OF THE PEARLAND ISD EDUCATION FOUNDATION TO PROVIDE RESOURCES TO ENRICH TEACHING, INSPIRE LEARNING AND ENHANCE OPPORTUNITIES FOR STUDENTS ENROLLED IN THE PEARLAND INDEPENDENT SCHOOL DISTRICT.

Program Service Accomplishments

Program 1

Expenses: $203,933

GRANTS ARE AWARDED TO SCHOOLS WITHIN THE DISTRICT TO SUPPLEMENT THEIR NORMAL OPERATING BUDGETS. THE GRANTS FACILITATE STUDENT ACHIEVEMENT AND SKILL DEVELOPMENT, RECOGNIZE AND ENCOURAGE STAFF...

GRANTS ARE AWARDED TO SCHOOLS WITHIN THE DISTRICT TO SUPPLEMENT THEIR NORMAL OPERATING BUDGETS. THE GRANTS FACILITATE STUDENT ACHIEVEMENT AND SKILL DEVELOPMENT, RECOGNIZE AND ENCOURAGE STAFF EXCELLENCE AND EXPAND COMMUNITY INVOLVEMENT FROM INDIVIDUALS, BUSINESSES AND CIVIC ORGANIZATIONS. GRANT FUNDS ARE INTENDED TO BE UTILIZED FOR THE ULTIMATE BENEFIT OF STUDENTS IN THE DISTRICT AND MAY BE USED TO PURCHASE ITEMS SUCH AS (BUT NOT LIMITED TO): INSTRUCTIONAL EQUIPMENT, SUPPLIES, MATERIALS, AND TECHNOLOGY.

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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 $128,582

Program Service Revenue $0

Investment Income $3,674

Other Revenue $122,538

TOTAL REVENUE $254,794

Expense Breakdown

Grants Paid $180,289

Salaries & Benefits $38,175

Fundraising Expenses $0

Program Expenses $203,933

Other Expenses $82,962

TOTAL EXPENSES $301,426

Year-over-Year Comparison

	2024	2023	Change
Revenue	$254,794	$301,814	-0.2%
Expenses	$301,426	$309,174	0.0%
Net Income	$-46,632	$-7,360	+5.3%

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
CORRINA ABREGO	DIRECTOR	N/A	Director	$0	$0	$0
DR CHARLES ALLEN	HONORARY DIR	N/A	Director	$0	$0	$0
SANGEETA BAKSHI	DIRECTOR	N/A	Director	$0	$0	$0
LARRY BERGER	SUPERINTENDE	N/A	Director	$0	$0	$0
DR STEFFANIE CAMPBELL	DIRECTOR	N/A	Director	$0	$0	$0
LISA COLE	DIRECTOR	N/A	Director	$0	$0	$0
PAPAR FAIRCLOTH	VICE CHAIR	N/A	Director	$0	$0	$0
MARIA GUERRETTAZ	VICE CHAIR	N/A	Director	$0	$0	$0
TRICE HAM	DIRECTOR	N/A	Director	$0	$0	$0
DENA HANKS	DIRECTOR	N/A	Director	$0	$0	$0
SHELLY HEUSER	DIRECTOR	N/A	Director	$0	$0	$0
KATY JERNIGAN	DIRECTOR	N/A	Director	$0	$0	$0
JULIE JONES	DIRECTOR	N/A	Director	$0	$0	$0
SARAH LERNOR	DIRECTOR	N/A	Director	$0	$0	$0
MARCIE MEADOR	DIRECTOR	N/A	Director	$0	$0	$0
STEVE ORISAKWE	DIRECTOR	N/A	Director	$0	$0	$0
TALLY PEREZ	DIRECTOR	N/A	Director	$0	$0	$0
JULIE PETRI	DIRECTOR	N/A	Director	$0	$0	$0
SUSAN PLEMONS	DIRECTOR	N/A	Director	$0	$0	$0
DONNA RIZZO	DIRECTOR	N/A	Director	$0	$0	$0
DEANNA SUTHERLAND	DIRECTOR	N/A	Director	$0	$0	$0
JOLENE TREVINO	DIRECTOR	N/A	Director	$0	$0	$0
ADRIENNE VILLANUEVA	DIRECTOR	N/A	Director	$0	$0	$0
JOHN JW WASHINGTON	DIRECTOR	N/A	Director	$0	$0	$0
LESLIE BARCELONA	PRESIDENT	N/A	Officer	$0	$0	$0
TONY CARBONE	PAST-PRESIDE	N/A	Officer	$0	$0	$0
MONA CHAVARRIA	TREASURER/SE	N/A	Officer	$0	$0	$0
SHARON GIFFORD	VICE CHAIR	N/A	Officer	$0	$0	$0
JIM JOHNSON	VP GOVERNANC	N/A	Officer	$0	$0	$0
DANIEL STUCKEY	VICE CHAIR	N/A	Officer	$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	$254,794	$301,426	$775,410	$-46,632
2024	$301,814	$309,174	$725,946	$-7,360
2023	$253,118	$347,783	$621,993	$-94,665
2022	$277,164	$180,356	$632,450	$96,808
2021	$213,166	$290,349	$451,447	$-77,183
2020	$196,254	$161,104	$444,435	$35,150
2019	$236,339	$274,768	$325,090	$-38,429
2018	$240,925	$430,383	$279,324	$-189,458