SOUTHWEST INDEPENDENT SCHOOL DISTRICT EDUCATION FOUNDATION (EIN 571212450) - 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

2004

Legal Domicile

Principal Officer

DR JAMES GATES

Phone

2106223488

Tax Period

2024-09-01 to 2025-08-31

SOUTHWEST INDEPENDENT SCHOOL DISTRICT EDUCATION FOUNDATION, founded in 2004, is a small nonprofit in the Education sector that reported $457K in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Net assets of $5.3M represent 140 months of operating reserves.

Mission

THE MISSION OF THE SOUTHWEST ISD EDUCATION FOUNDATION IS TO PROVIDE RESOURCES AND SERVE AS AMBASSADORS FOR THE PROGRAMS AND INITIATIVES THAT SUPPORT SOUTHWEST INDEPENDENT SCHOOL DISTRICT'S STRATEGIC PLAN.

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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 $269,006

Program Service Revenue $0

Investment Income $241,514

Other Revenue $-54,009

TOTAL REVENUE $456,511

Expense Breakdown

Grants Paid $416,696

Salaries & Benefits $0

Fundraising Expenses $1,499

Program Expenses $420,584

Other Expenses $36,931

TOTAL EXPENSES $453,627

Year-over-Year Comparison

	2024	2023	Change
Revenue	$456,511	$386,029	+0.2%
Expenses	$453,627	$236,887	+0.9%
Net Income	$2,884	$149,142	-1.0%

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
JENNY COLLIER	EXECUTIVE DI	N/A	Officer	$0	$0	$0
RYAN BERGMANN	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
DAVID ELLIS	MEMBER	2.00	Director	$0	$0	$0
JORGE FLORES	MEMBER	2.00	Director	$0	$0	$0
DR JAMES GATES	PRESIDENT	2.00	Officer Director	$0	$0	$0
CARLA MEDINA	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
JAMES NITSCHKE	SECRETARY	2.00	Officer Director	$0	$0	$0
DANNY SMITH	MEMBER	2.00	Director	$0	$0	$0
HELEN SMITH	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
MARTHA SMITH	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
CHRISTOPHER SULLAWAY	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
TRAVIS VERSTUYFT	MEMBER	2.00	Director	$0	$0	$0
PRISCILLA VOMERO	MEMBER	2.00	Director	$0	$0	$0
DAN CHOATE	TREASURER	2.00	Officer Director	$0	$0	$0
KYLE GATES	MEMBER	2.00	Director	$0	$0	$0
RAFAEL BEDOLLA	MEMBER	2.00	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	$456,511	$453,627	$5,317,875	$2,884
2024	$386,029	$236,887	$5,121,667	$149,142
2023	$291,435	$223,194	$4,597,450	$68,241
2022	$366,243	$227,846	$4,475,836	$138,397
2021	$573,950	$152,555	$5,119,790	$421,395
2020	$221,913	$177,146	$4,548,513	$44,767
2019	$257,697	$188,406	$4,339,968	$69,291
2018	$225,341	$179,550	$5,135,191	$45,791

SOUTHWEST INDEPENDENT SCHOOL DISTRICT EDUCATION FOUNDATION