MCALLEN EDUCATION FOUNDATION INC (EIN 742793217) - 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

1996

Legal Domicile

Principal Officer

ANNIE HOLAND MILLER

Phone

9566186000

Tax Period

2024-01-01 to 2024-12-31

MCALLEN EDUCATION FOUNDATION INC, founded in 1996, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $268K in total revenue in fiscal year 2024. The organization ran a surplus of $75K, a strong 28% operating margin.

Mission

TO PROVIDE SUPPORT TO HELP FOSTER EXCELLENCE AND ENHANCE EDUCATIONAL OPPORTUNITIES FOR THE STUDENTS OF MCALLEN 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 (2024)

Revenue Breakdown

Contributions & Grants $275,044

Program Service Revenue $0

Investment Income $3,880

Other Revenue $-10,956

TOTAL REVENUE $267,968

Expense Breakdown

Grants Paid $149,986

Salaries & Benefits $0

Fundraising Expenses $5,431

Program Expenses $182,156

Other Expenses $42,518

TOTAL EXPENSES $192,504

Year-over-Year Comparison

	2024	2023	Change
Revenue	$267,968	$-16,787	-17.0%
Expenses	$192,504	$24,403	+6.9%
Net Income	$75,464	$-41,190	-2.8%

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

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
ANNIE HOLAND MILLER	PRESIDENT	1.00	Officer Director	$0	$0	$0
JENNIFER STONE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
THOMAS DAVIDSON	TREASURER	1.00	Officer Director	$0	$0	$0
JAIME BROWN ROSAS	SECRETARY	1.00	Officer Director	$0	$0	$0
CHRISTINE WALLACE	DIRECTOR	1.00	Director	$0	$0	$0
JOSH CUMMINGS	DIRECTOR	1.00	Director	$0	$0	$0
CHARLIE CLARK	DIRECTOR	1.00	Director	$0	$0	$0
YAJAIRA FLORES	DIRECTOR	1.00	Director	$0	$0	$0
KATHYN FRANZ	DIRECTOR	1.00	Director	$0	$0	$0
SEBY HADDAD	DIRECTOR	1.00	Director	$0	$0	$0
HENRY HERRERA	DIRECTOR	1.00	Director	$0	$0	$0
ALFREDO MONTENARO	DIRECTOR	1.00	Director	$0	$0	$0
AARON THORBURN	DIRECTOR	1.00	Director	$0	$0	$0
HERSHAL PATEL	DIRECTOR	1.00	Director	$0	$0	$0
EDWARD REQUENEZ	DIRECTOR	1.00	Director	$0	$0	$0
LUIS VELA	DIRECTOR	1.00	Director	$0	$0	$0
PRIYANKA PATEL	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	$267,968	$192,504	$172,405	$75,464
2023	$-16,526	$24,403	$96,941	$-40,929
2022	$104,153	$128,581	$137,870	$-24,428
2021	$54,930	$78,506	$162,041	$-23,576
2020	$32,691	$49,124	$185,617	$-16,433
2019	$60,214	$68,010	$202,074	$-7,796
2018	$46,118	$135,492	$209,870	$-89,374

MCALLEN EDUCATION FOUNDATION INC