THE BELTON EDUCATIONAL ENRICHMENT FOUNDATION (EIN 742774248) - 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

1991

Legal Domicile

Principal Officer

ELLEN BURNETT

Phone

7577489592

Tax Period

2023-09-01 to 2024-08-31

THE BELTON EDUCATIONAL ENRICHMENT FOUNDATION, founded in 1991, is a small nonprofit in the Education sector that reported $754K in total revenue in fiscal year 2023. Revenue surged 46% from the prior year, signaling strong growth momentum. The organization ran a surplus of $147K, a strong 20% operating margin.

Mission

TO PROVIDE FINANCIAL AND ORGANIZATIONAL SUPPORT TO THE STUDENTS OF BELTON INDEPENDENT SCHOOL DISTRICT IN BELTON TX.

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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 $432,055

Program Service Revenue $0

Investment Income $117,395

Other Revenue $204,830

TOTAL REVENUE $754,280

Expense Breakdown

Grants Paid $523,385

Salaries & Benefits $24,098

Fundraising Expenses $0

Program Expenses $523,385

Other Expenses $59,315

TOTAL EXPENSES $606,798

Year-over-Year Comparison

	2023	2022	Change
Revenue	$754,280	$518,296	+0.5%
Expenses	$606,798	$503,518	+0.2%
Net Income	$147,482	$14,778	+9.0%

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

N/A

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
ANDY BASS	DIRECTOR/ DEVELOPMENT	1.00	Director	$0	$0	$0
MELANIE MCCARTHY	DIRECTOR / A.L. FINANCE	1.00	Officer Director	$0	$0	$0
JANE DOMINQUEZ	DIRECTOR / MARKETING	1.00	Director	$0	$0	$0
DAYSPRING FOWLER	DIRECTOR / DEVELOPMENT	1.00	Director	$0	$0	$0
MADELINE MARSHALL	DIRECTOR / PROGRAMS	1.00	Director	$0	$0	$0
JULI BRYAN	DIRECTOR / DEVELOPMENT	1.00	Director	$0	$0	$0
ALLYN TESTROET	DIRECTOR/ VP PROGRAMS	1.00	Officer Director	$0	$0	$0
ELLEN BURNETT	DIRECTOR/ PRESIDENT	1.00	Officer Director	$0	$0	$0
BRANDON BOZON	DIRECTOR/ FINANCE	1.00	Director	$0	$0	$0
PAM HARLER	DIRECTOR	1.00	Director	$0	$0	$0
JOSHUA KNOWLES	DIRECTOR / PROGRAMS	1.00	Director	$0	$0	$0
STAN BRIGGS	DIRECTOR / VP DEVELOPMENT	1.00	Officer Director	$0	$0	$0
JORDAN SEIDEMAN	DIRECTOR / FINANCE	1.00	Director	$0	$0	$0
CARA JANCZAK	DIRECTOR	1.00	Director	$0	$0	$0
TANNER JOHNSON	DIRECTOR/ VP FINANCE	1.00	Officer Director	$0	$0	$0
TANSYL WHITE	DIRECTOR/ A.L. PROGRAMS	1.00	Officer Director	$0	$0	$0
ALLIX JACKSON	DIRECTOR/ SECRETARY	1.00	Officer Director	$0	$0	$0
LUCAS CALI	DIRECTOR / MARKETING	1.00	Director	$0	$0	$0
CHENSHU LU	DIRECTOR	1.00	Director	$0	$0	$0
BROOKE HELMIG	DIRECTOR / DEVELOPMENT	1.00	Officer Director	$0	$0	$0
SUSAN HIGGINS	DIRECTOR / MARKETING	1.00	Director	$0	$0	$0
RYAN HOLLER	DIRECTOR / DEVELOPMENT	1.00	Director	$0	$0	$0
ANGI JOHNSON	DIRECTOR / MARKETING	1.00	Director	$0	$0	$0
SHAWN RHODES	DIRECTOR / PROGRAMS	1.00	Director	$0	$0	$0
TIFFANY SOMMERFELD	DIRECTOR / PROGRAMS	1.00	Director	$0	$0	$0
BERAN LUCE	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL WOODARD	DIRECTOR / PROGRAMS	1.00	Director	$0	$0	$0
DANNY VELA	DIRECTOR / VP MARKETING	1.00	Director	$0	$0	$0
HB MACEY	DIRECTOR / MARKETING	1.00	Director	$0	$0	$0
ANTHONY MCDOWELL	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL POTTS	DIRECTOR	1.00	Director	$0	$0	$0
BEN SMITH	DIRECTOR	1.00	Director	$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	$754,280	$606,798	$2,034,675	$147,482
2023	$518,296	$503,518	$1,735,418	$14,778
2022	$750,524	$509,705	$1,600,267	$240,819
2021	$561,048	$422,641	$1,834,570	$138,407
2020	$436,724	$360,884	$1,529,017	$75,840
2019	$555,826	$341,672	$1,377,114	$214,154
2018	$324,150	$334,550	$1,265,619	$-10,400

THE BELTON EDUCATIONAL ENRICHMENT FOUNDATION