NORTH EAST EDUCATIONAL FOUNDATION … - Form 990 Financial Data

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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

KATHERINE SANCHEZ-ROCHA

Phone

2104070555

Tax Period

2023-07-01 to 2024-06-30

NORTH EAST EDUCATIONAL FOUNDATION INC, founded in 1986, is a small nonprofit that reported $725K in total revenue in fiscal year 2023. The organization ran a surplus of $192K, a strong 27% operating margin.

Mission

RAISE FUNDS TO DEVELOP EDUCATIONAL OPPORTUNITIES FOR STUDENTS OF THE NORTH EAST INDEPENDENT SCHOOL DISTRICT. THE FOUNDATION UNDERWRITES PROJECTS THAT ENHANCE THE CURRICULUM AND BROADENS THE STUDENTS' EDUCATIONAL EXPERIENCE.

Program Service Accomplishments

Program 1

Expenses: $477,447

PROVIDE EDUCATIONAL GRANTS TO SCHOOLS WITHIN THE NORTH EAST INDEPENDENT SCHOOL DISTRICT.

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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 $328,066

Program Service Revenue $0

Investment Income $51,658

Other Revenue $345,537

TOTAL REVENUE $725,261

Expense Breakdown

Grants Paid $477,447

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $477,447

Other Expenses $55,334

TOTAL EXPENSES $532,781

Year-over-Year Comparison

	2023	2022	Change
Revenue	$725,261	$755,146	0.0%
Expenses	$532,781	$650,584	-0.2%
Net Income	$192,480	$104,562	+0.8%

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
KIMBERLY PRATER	CHAIR OF THE BOARD	4.00	Director	$0	$0	$0
LILIA GIBSON	VICE CHAIR OF THE BOARD	3.00	Director	$0	$0	$0
TONY JASO	GOVERNANCE & NOMINATING CHAIR	5.00	Director	$0	$0	$0
KRISTEN PALME	AUDIT CHAIR	2.00	Director	$0	$0	$0
ALLIE WATTERS	GALA CHAIR	3.00	Director	$0	$0	$0
AUDRA FRIGON	GRANTS CHAIR	4.00	Director	$0	$0	$0
DANNY SMITH	GOLF CHAIR	2.00	Director	$0	$0	$0
JUDY WHEELER	FINANCE CHAIR	5.00	Director	$0	$0	$0
KARIN STANLEY	SECRETARY	2.00	Director	$0	$0	$0
AMANDA CROUCH	DIRECTOR	2.00	Director	$0	$0	$0
BECKY STALLINGS	DIRECTOR	2.00	Director	$0	$0	$0
BYRON HILDEBRAND	DIRECTOR	2.00	Director	$0	$0	$0
DAN BYROM	DIRECTOR	2.00	Director	$0	$0	$0
DAVID BEYER	DIRECTOR	2.00	Director	$0	$0	$0
DEE LORKOVIC	DIRECTOR	2.00	Director	$0	$0	$0
DR SEAN MAIKA	DIRECTOR	2.00	Director	$0	$0	$0
ERIC TREDEMEYER	DIRECTOR	2.00	Director	$0	$0	$0
FRED MORRISON	DIRECTOR	2.00	Director	$0	$0	$0
JILL PETRI	DIRECTOR	2.00	Director	$0	$0	$0
JOAN LOVIN	DIRECTOR	2.00	Director	$0	$0	$0
JOE STIGLMEIER	DIRECTOR	2.00	Director	$0	$0	$0
JUSTIN CLEMENS	DIRECTOR	2.00	Director	$0	$0	$0
MICHELLE MOON	DIRECTOR	2.00	Director	$0	$0	$0
MISELA GONZALES-VANDEWALLE	DIRECTOR	2.00	Director	$0	$0	$0
RANDY BRISTOW	DIRECTOR	2.00	Director	$0	$0	$0
STEVE LIN	DIRECTOR	2.00	Director	$0	$0	$0
SANDRA ARTEAGA	DIRECTOR	2.00	Director	$0	$0	$0
BROCK LAWRENCE	DIRECTOR	2.00	Director	$0	$0	$0
RICHARD DELGADO JR	DIRECTOR	2.00	Director	$0	$0	$0
JASMINE GONZALES	DIRECTOR	2.00	Director	$0	$0	$0
BRADEN HALEY	DIRECTOR	2.00	Director	$0	$0	$0
NICKI MARRONE	DIRECTOR	2.00	Director	$0	$0	$0
LAUREN SHARP	DIRECTOR	2.00	Director	$0	$0	$0
SANDY WINKLEY	DIRECTOR	2.00	Director	$0	$0	$0
KATHERINE SANCHEZ-ROCHA	EXECUTIVE DIRECTOR	25.00	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
2025	No data	No data	No data	No data
2024	$725,261	$532,781	$2,115,924	$192,480
2023	$755,146	$650,584	$1,779,585	$104,562
2022	$787,574	$698,683	$1,596,688	$88,891
2021	$677,856	$599,452	$1,721,081	$78,404
2020	$762,342	$576,803	$1,459,762	$185,539
2019	$737,679	$578,638	$1,307,398	$159,041

NORTH EAST EDUCATIONAL FOUNDATION INC