ESCAMBIA COUNTY PUBLIC SCHOOLS FOUNDATION FOR EXCELLENCE INC (EIN 592715995) - 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

1986

Legal Domicile

Principal Officer

JO HELEN MCARTHUR

Phone

8504696114

Tax Period

2024-07-01 to 2025-06-30

ESCAMBIA COUNTY PUBLIC SCHOOLS FOUNDATION FOR EXCELLENCE INC, founded in 1986, is a community nonprofit in the Education sector that reported $1.3M in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year.

Mission

DIRECT SUPPORT FOR PUBLIC SCHOOLS IN SCHOOL DISTRICT OF ESCAMBIA COUNTY

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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 $1,286,083

Program Service Revenue $0

Investment Income $18,674

Other Revenue $-31,234

TOTAL REVENUE $1,273,523

Expense Breakdown

Grants Paid $1,058,804

Salaries & Benefits $164,120

Fundraising Expenses $0

Program Expenses $1,058,804

Other Expenses $73,482

TOTAL EXPENSES $1,296,406

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,273,523	$1,540,328	-0.2%
Expenses	$1,296,406	$1,343,230	0.0%
Net Income	$-22,883	$197,098	-1.1%

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

Volunteers

250

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

$86,515

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTIN TAYLOR	CHAIR	3.00	Officer Director	$0	$0	$0
MARCIA NOWLIN	CHAIR-ELECT/DIRECTOR AT LARGE	1.00	Officer Director	$0	$0	$0
BETH PARTINGTON	PAST CHAIR	1.00	Officer Director	$0	$0	$0
KRISTIN ALES	SECRETARY	1.00	Officer Director	$0	$0	$0
SHANNON ADDISON	DIRECTOR	1.00	Director	$0	$0	$0
ANGEL BRADLEY	DIRECTOR	1.00	Director	$0	$0	$0
EBONY CORNISH	DIRECTOR	1.00	Director	$0	$0	$0
ODUN FASEHUN	DIRECTOR	1.00	Director	$0	$0	$0
MELANIE GAMBILL	DIRECTOR	1.00	Director	$0	$0	$0
FRANCES GRAY	DIRECTOR	1.00	Director	$0	$0	$0
DEREK GREENE	DIRECTOR	1.00	Director	$0	$0	$0
LEE HANSEN	DIRECTOR	1.00	Director	$0	$0	$0
JEN HARRISON	DIRECTOR	1.00	Director	$0	$0	$0
CRAIG HINDSMAN	DIRECTOR	1.00	Director	$0	$0	$0
BRETT HUDSPETH	DIRECTOR	1.00	Director	$0	$0	$0
TREVOR HUFF	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN LUONGO	DIRECTOR	1.00	Director	$0	$0	$0
ERIN RAMOS-LUTTRELL	DIRECTOR	1.00	Director	$0	$0	$0
TAMMY MILLER	DIRECTOR	1.00	Director	$0	$0	$0
ANGEI MORRIS	DIRECTOR	1.00	Director	$0	$0	$0
THU-HONG NGUYEN	DIRECTOR	1.00	Director	$0	$0	$0
HONG POTOMSKI	DIRECTOR	1.00	Director	$0	$0	$0
EDDIE THOMPSON	DIRECTOR	1.00	Director	$0	$0	$0
TODD THOMSON	DIRECTOR	1.00	Director	$0	$0	$0
DARZELL WARREN	DIRECTOR	1.00	Director	$0	$0	$0
KEITH LEONARD	DIRECTOR	1.00	Director	$0	$0	$0
WANDA KOTICK	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE SALZMAN	DIRECTOR	1.00	Director	$0	$0	$0
JO HELEN MCARTHUR	EXECUTIVE DIRECTOR	40.00	Officer	$23,729	$6,743	$86,515

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	$1,273,523	$1,296,406	$1,226,192	$-22,883
2024	$1,540,328	$1,343,230	$1,486,920	$197,098
2023	$833,861	$869,695	$1,045,506	$-35,834
2022	$841,232	$820,401	$1,080,963	$20,831
2021	$832,735	$714,608	$1,058,123	$118,127
2020	$1,029,075	$765,911	$943,888	$263,164
2019	$729,729	$769,612	$677,614	$-39,883

ESCAMBIA COUNTY PUBLIC SCHOOLS FOUNDATION FOR EXCELLENCE INC