Austin Public Education Foundation (EIN 742654168) - 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

1993

Legal Domicile

Phone

5124141700

Tax Period

2023-01-01 to 2023-12-31

Austin Public Education Foundation, founded in 1993, is a community nonprofit in the Education sector that reported $3.3M in total revenue in fiscal year 2023. Revenue fell 29% from the prior year — a significant decline worth monitoring. Expenses of $3.8M exceeded revenue, resulting in a 16% operating deficit.

Mission

Austin Ed Fund supports Austin Independent School District by developing and stewarding meaningful public and private partnerships that promote innovation and support opportunities that prepare Austin ISD students for college, career and life.

🔒

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 $3,184,388

Program Service Revenue $0

Investment Income $199,061

Other Revenue $-81,332

TOTAL REVENUE $3,302,117

Expense Breakdown

Grants Paid $365,000

Salaries & Benefits $0

Fundraising Expenses $111,673

Program Expenses $3,626,401

Other Expenses $3,466,266

TOTAL EXPENSES $3,831,266

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,302,117	$4,665,833	-0.3%
Expenses	$3,831,266	$3,683,350	+0.0%
Net Income	$-529,149	$982,483	-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
Leticia Caballero	Chair	N/A	Officer Director	$0	$0	$0
Doyle Valdez	Vice Chair	N/A	Officer Director	$0	$0	$0
Larry Graham	Treasurer	N/A	Officer Director	$0	$0	$0
Samatha Borders	Secretary	N/A	Officer Director	$0	$0	$0
Matias Segura	Ex-Officio	N/A	Director	$0	$0	$0
Jackie Padgett	At-Large	N/A	Director	$0	$0	$0
Michelle Earley	Member	N/A	Officer Director	$0	$0	$0
Kathryn Whitley Chu	Ex-Oficio	N/A	Director	$0	$0	$0
Rodney Ahart	Member	N/A	Director	$0	$0	$0
Jessica Bazan	Member	N/A	Director	$0	$0	$0
Jeremiah Bentley	Member	N/A	Director	$0	$0	$0
Tracy Fielder	Member	N/A	Director	$0	$0	$0
Shawn Bose	Member	N/A	Director	$0	$0	$0
Erica Ekwurzel	Member	N/A	Director	$0	$0	$0
Julie Fisher	Member	N/A	Director	$0	$0	$0
John Fitzpatrick	Member	N/A	Director	$0	$0	$0
Felicia Garcia	Member	N/A	Director	$0	$0	$0
James Guerra	Member	N/A	Director	$0	$0	$0
Sylvia Maggio	Member	N/A	Director	$0	$0	$0
Ali Khataw	Member	N/A	Director	$0	$0	$0
Kathy Burrell	Member	N/A	Director	$0	$0	$0
Barbara Knaggs	Member	N/A	Director	$0	$0	$0
Oriana Love	Member	N/A	Director	$0	$0	$0
Kristin Marcum	Member	N/A	Director	$0	$0	$0
David Quintanilla	Member	N/A	Director	$0	$0	$0
Missy Strittmatter	Member	N/A	Director	$0	$0	$0
Snow White	Member	N/A	Director	$0	$0	$0
Kelea Youngblood	Member	N/A	Director	$0	$0	$0
Michelle Wallis	Executive Director	N/A	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	$3,302,117	$3,831,266	$6,480,955	$-529,149
2022	$4,665,833	$3,683,350	$5,448,825	$982,483
2021	$10,676,988	$7,803,491	$4,200,254	$2,873,497

Austin Public Education Foundation