LA JOYA ISD EDUCATIONAL EXCELLENCE FOUNDATION (EIN 474413704) - 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

CLEM GARZA

Phone

9563232068

Tax Period

2023-01-01 to 2023-12-31

LA JOYA ISD EDUCATIONAL EXCELLENCE FOUNDATION, founded in 2014, is a micro nonprofit in the Education sector that reported $97K in total revenue in fiscal year 2023. Revenue surged 59% from the prior year, signaling strong growth momentum. The organization ran a surplus of $58K, a strong 61% operating margin.

Mission

THE MISSION OF THE LA JOYA ISD EDUCATIONAL EXCELLENCE FOUNDATION IS TO PROVIDE STUDENT AND STAFF FINANCIAL SUPPORT FOR EDUCATIONAL ACTIVITIES THAT WOULD ENHANCE THE DISTRICTS MISSION.

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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 $96,525

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $96,525

Expense Breakdown

Grants Paid $37,089

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $37,089

Other Expenses $1,000

TOTAL EXPENSES $38,089

Year-over-Year Comparison

	2023	2022	Change
Revenue	$96,525	$60,588	+0.6%
Expenses	$38,089	$17,059	+1.2%
Net Income	$58,436	$43,529	+0.3%

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

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
CLEM GARZA	PRESIDENT	001.00	Officer Director	$0	$0	$0
SYLVIA G ZAPATA	VICE-PRESIDENT	001.00	Officer Director	$0	$0	$0
DANIEL GARZA	DIRECTOR	001.00	Director	$0	$0	$0
VICTOR GARZA	TREASURER	001.00	Officer Director	$0	$0	$0
DIANABEL VILLARREAL	SECRETARY	001.00	Officer Director	$0	$0	$0
CARLOS GARCIA	DIRECTOR	001.00	Director	$0	$0	$0
MARIA FLORES-GUERRA	DIRECTOR	001.00	Director	$0	$0	$0
ISAAC SULEMANA	DIRECTOR	001.00	Director	$0	$0	$0
FELY GARCIA	DIRECTOR	001.00	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
2023	$96,525	$38,089	$420,122	$58,436
2022	$60,588	$17,059	$362,061	$43,529
2021	$129,530	$27,471	$318,532	$102,059
2020	$140,716	$89,472	$216,312	$51,244
2019	$166,167	$154,580	$165,068	$11,587

LA JOYA ISD EDUCATIONAL EXCELLENCE FOUNDATION