Education Foundation for Lockhart ISD (EIN 465345599) - 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

Tim Clark

Phone

5125575931

Tax Period

2023-07-01 to 2024-06-30

Education Foundation for Lockhart ISD, founded in 2014, is a small nonprofit in the Education sector that reported $298K in total revenue in fiscal year 2023. Revenue surged 64% from the prior year, signaling strong growth momentum. The organization ran a surplus of $93K, a strong 31% operating margin.

Mission

Fundraising for Lockhart 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 (2023)

Revenue Breakdown

Contributions & Grants $48,605

Program Service Revenue $0

Investment Income $1,217

Other Revenue $247,871

TOTAL REVENUE $297,693

Expense Breakdown

Grants Paid $168,491

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $198,664

Other Expenses $36,201

TOTAL EXPENSES $204,692

Year-over-Year Comparison

	2023	2022	Change
Revenue	$297,693	$181,325	+0.6%
Expenses	$204,692	$99,259	+1.1%
Net Income	$93,001	$82,066	+0.1%

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
Tim	Clark	0.00	Officer	$0	$0	$0
Amelia	Smith	0.00	Officer	$0	$0	$0
Rebecca	Pulliam	0.00	Officer	$0	$0	$0
Nicole	Burnett	0.00	Officer	$0	$0	$0
Juanita	McBride	0.00	Officer	$0	$0	$0
Abel	De La Cruz	0.00	Officer	$0	$0	$0
Alfonso	Siffuentes	0.00	Officer	$0	$0	$0
FC Chris	Schneider	0.00	Director	$0	$0	$0
Ron	Faulstich	0.00	Director	$0	$0	$0
Susan	Masur	0.00	Director	$0	$0	$0
James	Lovett	0.00	Director	$0	$0	$0
Fred	Weber	0.00	Director	$0	$0	$0
Carl	Ohlendorf	0.00	Director	$0	$0	$0
Rob	Ortiz	0.00	Director	$0	$0	$0
Jeffry	Michelson	0.00	Director	$0	$0	$0
Allison	Smith	0.00	Director	$0	$0	$0
Winn	Smith	0.00	Director	$0	$0	$0
Mark	Estrada	0.00	Director	$0	$0	$0
Rene	Rayos	0.00	Director	$0	$0	$0
Nick	Metzler	0.00	Director	$0	$0	$0
Cheryl	Thompson	0.00	Director	$0	$0	$0
Mike	Lane	0.00	Director	$0	$0	$0
Yvonne	Baltierra	N/A	Director	$0	$0	$0
Whitney	Abel	0.00	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	No data	No data	No data	No data
2024	$297,693	$204,692	$396,734	$93,001
2023	$181,325	$99,259	$316,127	$82,066
2022	$159,758	$69,900	$234,533	$89,858

Education Foundation for Lockhart ISD