BIXBY EDUCATIONAL ENDOWMENT FOUNDATION (EIN 731605298) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

BIXBY EDUCATIONAL ENDOWMENT FOUNDATION, founded in 2001, is a small nonprofit in the Education sector that reported $486K in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $90K, a strong 18% operating margin.

Mission

TO FOSTER EDUCATIONAL OPPORTUNTIES FOR THE YOUTH OF THE BIXBY PUBLIC SCHOOLS THROUGH THE MAKING OF GRANTS AND OR CONTRIBUTIONS TO THE EDUCATIONAL INSTITUTIONS OF SUCH SCHOOL SYSTEM TO ENABLE THEM TO MEET THE EXPENSES OF EDUCATION.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $316,764

Program Service Revenue $0

Investment Income $169,597

Other Revenue $0

TOTAL REVENUE $486,361

Expense Breakdown

Grants Paid $395,463

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $395,463

Other Expenses $996

TOTAL EXPENSES $396,459

Year-over-Year Comparison

	2023	2022	Change
Revenue	$486,361	$388,456	+0.3%
Expenses	$396,459	$352,989	+0.1%
Net Income	$89,902	$35,467	+1.5%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
ERIN MELTON	RECORDING SECRETARY	15.00	Officer	$0	$0	$0
PAM PHILLIPS	TREASURER	15.00	Officer	$0	$0	$0
TARA JUDD	CORRESPONDING SECRETARY	15.00	Officer	$0	$0	$0
MICHELE WALKER	PRESIDENT	15.00	Officer	$0	$0	$0
AARON REINHART	VICE PRESIDENT	15.00	Officer	$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
2024	No data	No data	No data	No data
2023	$486,361	$396,459	$3,244,154	$89,902
2022	$388,456	$352,989	$2,968,237	$35,467
2021	$424,417	$266,910	$3,521,152	$157,507
2020	$403,024	$217,065	$3,365,533	$185,959
2019	$480,906	$406,137	$2,983,891	$74,769
2018	$324,875	$400,898	$2,557,612	$-76,023

BIXBY EDUCATIONAL ENDOWMENT FOUNDATION