ROUND ROCK ISD EDUCATION FOUNDATION (EIN 742488709) - 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

1987

Legal Domicile

Principal Officer

NICOLE BOYNTON

Phone

5124645602

Tax Period

2024-07-01 to 2025-06-30

ROUND ROCK ISD EDUCATION FOUNDATION, founded in 1987, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion.

Mission

THE ROUND ROCK ISD PARTNERS IN EDUCATION FOUNDATION DEVELOPS AND ALLOCATES RESOURCES TO THE ROUND ROCK INDEPENDENT SCHOOL DISTRICT (RRISD) TO ENRICH, ENHANCE, AND MAXIMIZE THE QUALITY OF EDUCATION FOR ALL STUDENTS

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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 $1,273,237

Program Service Revenue $0

Investment Income $35,822

Other Revenue $0

TOTAL REVENUE $1,309,059

Expense Breakdown

Grants Paid $717,264

Salaries & Benefits $453,160

Fundraising Expenses $100,596

Program Expenses $1,124,753

Other Expenses $165,403

TOTAL EXPENSES $1,335,827

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,309,059	$1,209,699	+0.1%
Expenses	$1,335,827	$1,181,585	+0.1%
Net Income	$-26,768	$28,114	-2.0%

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

Volunteers

1887

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

$139,831

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE BURTON	PRESIDENT	3.00	Officer Director	$0	$0	$0
JARROD STEZINGER	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
LISA CAUBLE	SECRETARY	2.00	Officer Director	$0	$0	$0
NICOLE BOYNTON	TREASURER	2.00	Officer Director	$0	$0	$0
ARMANDO PEREZ	VP OF SCHOLARSHIPS	2.00	Officer Director	$0	$0	$0
RENE TRUAN	VP OF ANNUAL CAMPAIG	2.00	Officer Director	$0	$0	$0
HOLLIS BONE	VP OF STRATEGIC PLANNING	2.00	Officer Director	$0	$0	$0
JOSH GONZALEZ	VP OF GRANTS & PROGR	2.00	Officer Director	$0	$0	$0
EDINA MORRISON	VP OF GOVERNANCE AND	2.00	Officer Director	$0	$0	$0
JAIME ALANIZ	VP OF RESOURCE DEVEL	2.00	Officer Director	$0	$0	$0
DR HAFEDH AZAIEZ	DIRECTOR	2.00	Director	$0	$0	$0
CATHERINE HANNA	DIRECTOR	2.00	Director	$0	$0	$0
ADAM CHONG	DIRECTOR	2.00	Director	$0	$0	$0
RENE FLORES	DIRECTOR	2.00	Director	$0	$0	$0
ERIN BASALAY	DIRECTOR	2.00	Director	$0	$0	$0
ZENDA BENNETT	DIRECTOR	2.00	Director	$0	$0	$0
RYAN BREAUX	DIRECTOR	2.00	Director	$0	$0	$0
AMBER LANDRUM	DIRECTOR	2.00	Director	$0	$0	$0
GREGG MILLER	DIRECTOR	2.00	Director	$0	$0	$0
JOEY MENDOZA	DIRECTOR	2.00	Director	$0	$0	$0
BARRY NEBHUT	DIRECTOR	2.00	Director	$0	$0	$0
TRENT OVERALL	DIRECTOR	2.00	Director	$0	$0	$0
SNEHAL PHIRKE	DIRECTOR	2.00	Director	$0	$0	$0
CHERYL POWELL	DIRECTOR	2.00	Director	$0	$0	$0
KELLY MORENO	DIRECTOR	2.00	Director	$0	$0	$0
GABRIEL ORNELAS	DIRECTOR	2.00	Director	$0	$0	$0
JORDAN ROBINSON	DIRECTOR	2.00	Officer Director	$0	$0	$0
SEAN STEVENS	DIRECTOR	2.00	Director	$0	$0	$0
JULIE LESSITER	DIRECTOR	2.00	Director	$0	$0	$0
MELISSA WAELCHLI	DIRECTOR	2.00	Director	$0	$0	$0
AMY NORRIS	DIRECTOR	2.00	Director	$0	$0	$0
GILBERT ZAVALA	DIRECTOR	2.00	Director	$0	$0	$0
DAVID SANCHEZ	DIRECTOR	2.00	Director	$0	$0	$0
MELISSA SCHMALBACH	DIRECTOR	2.00	Director	$0	$0	$0
MARIANNE D REAP	EXECTUVE DIRECTOR	40.00	Director	$139,831	$0	$139,831

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	$1,309,059	$1,335,827	$1,257,750	$-26,768
2024	$1,209,699	$1,181,585	$1,186,910	$28,114
2023	$1,206,977	$1,177,257	$1,127,936	$29,720
2022	$866,366	$803,197	$1,047,339	$63,169
2021	$888,020	$853,916	$1,126,636	$34,104
2020	$1,013,996	$793,492	$706,054	$220,504
2019	$837,726	$796,737	$464,761	$40,989

ROUND ROCK ISD EDUCATION FOUNDATION