NORTHSIDE EDUCATION FOUNDATION

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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

1995

Legal Domicile

Principal Officer

THERESA DIAZ

Phone

2103978599

Tax Period

2024-09-01 to 2025-08-31

NORTHSIDE EDUCATION FOUNDATION, founded in 1995, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.2M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $370K, a strong 30% operating margin.

Mission

THE MISSION OF THE FOUNDATION IS TO FOSTER COMMUNITY INVOLVEMENT IN INNOVATIVE EDUCATIONAL PROGRAMS BY GENERATING AND DISBURSING FUNDS AND OTHER RESOURCES TO PROVIDE ENRICHMENT FOR STUDENTS OF THE NORTHSIDE INDEPENDENT SCHOOL DISTRIST (NISD).

Program Service Accomplishments

Program 1

Expenses: $58,975

TO PROVIDE SUPPORT TO GRADUATING STUDENTS THROUGH SCHOLARSHIPS - JACK C. JORDAN SCHOLARSHIP, COVINGTON'S PROMISE, HUMADA SCHOLARSHIP, JAYCI SCHOLARSHIP, CATHY YOUNG MEMORIAL, JOE BECKER MEMORIAL...

TO PROVIDE SUPPORT TO GRADUATING STUDENTS THROUGH SCHOLARSHIPS - JACK C. JORDAN SCHOLARSHIP, COVINGTON'S PROMISE, HUMADA SCHOLARSHIP, JAYCI SCHOLARSHIP, CATHY YOUNG MEMORIAL, JOE BECKER MEMORIAL, MELVA MATKIN PTA SCHOLARSHIP, XAVIER M. CARDENAS MEMORIAL AND OTHERS.

Program 2

Expenses: $608,134

TO SUPPORT TEACHERS AND CLASSROOM MATERIALS, GRANTS TO NISD TEACHERS AND OTHER ALLOCATED EXPENSES WHICH BENEFIT THE NISD COMMUNITY.

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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 $528,538

Program Service Revenue $0

Investment Income $294,495

Other Revenue $404,088

TOTAL REVENUE $1,227,121

Expense Breakdown

Grants Paid $631,109

Salaries & Benefits $0

Fundraising Expenses $32,000

Program Expenses $667,109

Other Expenses $225,778

TOTAL EXPENSES $856,887

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,227,121	$1,059,049	+0.2%
Expenses	$856,887	$810,888	+0.1%
Net Income	$370,234	$248,161	+0.5%

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

200

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
LILIA GIBSON	PRESIDENT	1.00	Director	$0	$0	$0
EMILY PERSYN	PAST PRESIDENT	1.00	Director	$0	$0	$0
VAUGHN BOMBERGER	TREASURER	1.00	Director	$0	$0	$0
JERRY LAMMERS	SECRETARY	1.00	Director	$0	$0	$0
RICHARD DELGADO	PRESIDENT ELECT	1.00	Director	$0	$0	$0
RET COL LARRY ROMO	VP ADMINISTRATIONS	1.00	Director	$0	$0	$0
MELISSA JOURDAN	VP DEVELOPMENT	1.00	Director	$0	$0	$0
RAMIRO RABADAN	VP COMMUNICATIONS	1.00	Director	$0	$0	$0
CASSY BRADENBURGH	DIRECTOR	1.00	Director	$0	$0	$0
MARIANA CASTILLO	DIRECTOR	1.00	Director	$0	$0	$0
WADE CLEARY	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER CLEMENTS	DIRECTOR	1.00	Director	$0	$0	$0
JOE LUNA	DIRECTOR	1.00	Director	$0	$0	$0
TIM MARTIN	DIRECTOR	1.00	Director	$0	$0	$0
CATHY NAISER	DIRECTOR	1.00	Director	$0	$0	$0
DAVID PUENTE	VP PROGRAMS	1.00	Director	$0	$0	$0
GABRIELA RODRIGUEZ	DIRECTOR	1.00	Director	$0	$0	$0
JOHN MUNIZ	DIRECTOR	1.00	Director	$0	$0	$0
KEYHLA CALDERON LUGO	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN WOODS	DIRECTOR	1.00	Director	$0	$0	$0
LAUREN SHARP	DIRECTOR	1.00	Director	$0	$0	$0
THERESA DIAZ	NEF DIRECTOR	40.00	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	$1,227,121	$856,887	$7,540,903	$370,234
2024	$1,059,049	$810,888	$6,941,336	$248,161
2023	$902,619	$725,396	$6,371,780	$177,223
2022	$854,777	$780,428	$6,128,679	$74,349
2021	$794,034	$630,328	$6,838,426	$163,706
2019	$1,306,144	$867,041	$5,410,881	$439,103