PENCIL FOUNDATION (EIN 581475675) - 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

1982

Legal Domicile

Principal Officer

CHRISTIANE BUGGS

Phone

6152423167

Tax Period

2023-07-01 to 2024-06-30

PENCIL FOUNDATION, founded in 1982, is a mid-sized nonprofit in the Education sector that reported $12.6M in total revenue in fiscal year 2023. Revenue surged 42% from the prior year, signaling strong growth momentum.

Mission

LINK COMMUNITY RESOURCES TO METRO PUBLIC SCHOOL STUDENTS TO HELP THEM SUCCEED & PREPARE FOR LIFE

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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 $12,476,974

Program Service Revenue $0

Investment Income $47,801

Other Revenue $99,329

TOTAL REVENUE $12,624,104

Expense Breakdown

Grants Paid $9,388,257

Salaries & Benefits $2,520,632

Fundraising Expenses $593,415

Program Expenses $11,998,951

Other Expenses $808,297

TOTAL EXPENSES $12,717,186

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,624,104	$8,888,077	+0.4%
Expenses	$12,717,186	$8,612,032	+0.5%
Net Income	$-93,082	$276,045	-1.3%

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

Volunteers

5856

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

$337,080

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANGIE ADAMS	PRESIDENT/CEO (PARTIAL YEAR)	40.00	Officer	$219,817	$14,710	$234,527
ROBERT KUCHER	CHIEF PARTNERSHIPS & PROGRAMS OFFICER	40.00	Highest	$101,923	$10,788	$112,711
KELLY ROLF	CHIEF PHILANTHROPY OFFICER	40.00	Highest	$100,179	$10,706	$110,885
JANE GRIMES MENEELY	CHIEF ADMINISTRATIVE OFFICER	40.00	Officer	$93,967	$8,586	$102,553
CHRISTIANE BUGGS	PRESIDENT/CEO (STARTED 1/1/24)	40.00	Officer	$0	$0	$0
HASINA MOHYUDDIN	CHAIR	2.00	Officer Director	$0	$0	$0
ROBYN WILLIAMS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JOSE FERREIRA	TREASURER	1.00	Officer Director	$0	$0	$0
PERRY MOULDS	SECRETARY	1.00	Officer Director	$0	$0	$0
WESLEY PAYNE	IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
MEREDITH JONES-LONG	DIRECTOR	1.00	Director	$0	$0	$0
CHUCK ABBOTT	DIRECTOR	1.00	Director	$0	$0	$0
BRITTANY ADAMS DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
KFIR ALEXANDRONI	DIRECTOR	1.00	Director	$0	$0	$0
LIBBY BERMAN	DIRECTOR	1.00	Director	$0	$0	$0
HERBERT BROWN	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH GARZA BUMPAS	DIRECTOR	1.00	Director	$0	$0	$0
BRITNEY CLINE	DIRECTOR	1.00	Director	$0	$0	$0
LESLIE COWELL	DIRECTOR	1.00	Director	$0	$0	$0
KENNY CRAPSE	DIRECTOR	1.00	Director	$0	$0	$0
KASON DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
JOSH DEPRIEST	DIRECTOR	1.00	Director	$0	$0	$0
KIRSTEN DODSON	DIRECTOR	1.00	Director	$0	$0	$0
JOHN DOERGE	DIRECTOR	1.00	Director	$0	$0	$0
FLYNNE DOWDY	DIRECTOR	1.00	Director	$0	$0	$0
SHANI DOWELL	DIRECTOR	1.00	Director	$0	$0	$0
TODD FIGLER	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT FISHER	DIRECTOR	1.00	Director	$0	$0	$0
JOAN FLEMING-RIDLEY	DIRECTOR	1.00	Director	$0	$0	$0
JESSIES GARCIA KNOWLES	DIRECTOR	1.00	Director	$0	$0	$0
JACKY GOMEZ	DIRECTOR	1.00	Director	$0	$0	$0
JEFF GREGG	DIRECTOR	1.00	Director	$0	$0	$0
LILA HALL	DIRECTOR	1.00	Director	$0	$0	$0
MIKE HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
RACHEL HAWKSWORTH	DIRECTOR	1.00	Director	$0	$0	$0
JACQUELINE HAYES	DIRECTOR	1.00	Director	$0	$0	$0
HERMAN HICKS	DIRECTOR	1.00	Director	$0	$0	$0
BRANDON HILL	DIRECTOR	1.00	Director	$0	$0	$0
OLIVIA HILL	DIRECTOR	1.00	Director	$0	$0	$0
COLLEEN HOY	DIRECTOR	1.00	Director	$0	$0	$0
KAITLYN JONES	DIRECTOR	1.00	Director	$0	$0	$0
WHITNEY KALB	DIRECTOR	1.00	Director	$0	$0	$0
NICOLE KEEFE	DIRECTOR	1.00	Director	$0	$0	$0
AMANI KELLY	DIRECTOR	1.00	Director	$0	$0	$0
EMILY LAURITSON-GRUENING	DIRECTOR	1.00	Director	$0	$0	$0
DEVIN LINTZENICH	DIRECTOR	1.00	Director	$0	$0	$0
JOHARI MATTHEWS	DIRECTOR	1.00	Director	$0	$0	$0
BLAKE MCDANIEL	DIRECTOR	1.00	Director	$0	$0	$0
NORMAN L MERRIFIELD	DIRECTOR	1.00	Director	$0	$0	$0
P DANIELLE NELLIS	DIRECTOR	1.00	Director	$0	$0	$0
ELLIOTT NOBLE-HOLT	DIRECTOR	1.00	Director	$0	$0	$0
BRANDYN PAYNE	DIRECTOR	1.00	Director	$0	$0	$0
KENDRICK ROBINSON	DIRECTOR	1.00	Director	$0	$0	$0
NICOLE ROBINSON-HAMILTON	DIRECTOR	1.00	Director	$0	$0	$0
YANET RODRIGUEZ	DIRECTOR	1.00	Director	$0	$0	$0
SUE SPICKARD	DIRECTOR	1.00	Director	$0	$0	$0
RACHAEL TERRELL	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER WADE	DIRECTOR	1.00	Director	$0	$0	$0
JUAN WILLIAMS	DIRECTOR	1.00	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	$12,624,104	$12,717,186	$8,489,906	$-93,082
2023	$8,888,077	$8,612,032	$4,033,458	$276,045
2022	$7,143,023	$6,815,670	$3,991,693	$327,353
2021	$5,178,254	$4,636,775	$2,535,381	$541,479
2020	$3,559,605	$3,528,876	$2,035,812	$30,729
2019	$3,058,428	$3,088,663	$1,775,447	$-30,235

PENCIL FOUNDATION