San Antonio Foundation for Excellence in Education (EIN 742861587) - 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

1997

Legal Domicile

Principal Officer

Judy Geelhoed

Phone

2105542235

Tax Period

2023-01-01 to 2023-12-31

San Antonio Foundation for Excellence in Education, founded in 1997, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.9M in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year. Net assets of $7.5M represent 32 months of operating reserves.

Mission

To mobilize the community to invest in student and teacher success.

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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 $2,686,715

Program Service Revenue $0

Investment Income $161,652

Other Revenue $13,642

TOTAL REVENUE $2,862,009

Expense Breakdown

Grants Paid $318,042

Salaries & Benefits $448,281

Fundraising Expenses $46,291

Program Expenses $2,783,931

Other Expenses $2,237,711

TOTAL EXPENSES $3,004,034

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,862,009	$3,164,451	-0.1%
Expenses	$3,004,034	$3,486,599	-0.1%
Net Income	$-142,025	$-322,148	-0.6%

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

821

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

$107,529

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Shari Albright	Board Chair	2.00	Officer Director	$0	$0	$0
Mike Grundon	Treasurer	1.50	Officer Director	$0	$0	$0
Carlos Maestas	Development	1.00	Officer Director	$0	$0	$0
Mario Barrera	Governance & Human Resources	1.00	Officer Director	$0	$0	$0
Ernest Bromley	Immediate Past Chair	1.50	Officer Director	$0	$0	$0
Rick Crider	Programs	1.00	Officer Director	$0	$0	$0
Connie Gonzalez	Secretary & Communications	1.00	Officer Director	$0	$0	$0
Deborah Amini	Director	1.00	Director	$0	$0	$0
Tiffany Grant	Director	1.00	Director	$0	$0	$0
Jose Ramon Campos	Director	1.00	Director	$0	$0	$0
Jacob Cavazos	Director	1.00	Director	$0	$0	$0
Julian Casillas	Director	1.00	Director	$0	$0	$0
Richard Carranza	Director	1.00	Director	$0	$0	$0
Elaine De Los Santos	Director	1.00	Director	$0	$0	$0
Brian Dillard	Director	1.00	Director	$0	$0	$0
Amanda Lee Keammerer	Director	1.00	Director	$0	$0	$0
Ben Jordan	Director	1.00	Director	$0	$0	$0
Katie Ferrier	Director	1.00	Director	$0	$0	$0
Tony Magaro	Director	1.00	Director	$0	$0	$0
Veronica Oviedo	Director	1.00	Director	$0	$0	$0
Tyler Jones	Director	1.00	Director	$0	$0	$0
Tiffany O'Neill	Director	1.00	Director	$0	$0	$0
Erika Robinson	Director	1.00	Director	$0	$0	$0
Ron Thomas	Director	1.00	Director	$0	$0	$0
Kristopher Wickerham	Director	1.00	Director	$0	$0	$0
Stephanie Ward	Director	1.00	Director	$0	$0	$0
Christine Wong	Director	1.00	Director	$0	$0	$0
Judy Geelhoed	Executive Director	40.00	Officer	$107,529	$0	$107,529

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	$2,862,009	$3,004,034	$7,581,030	$-142,025
2022	$3,164,451	$3,486,599	$7,250,515	$-322,148
2021	$2,624,851	$4,448,739	$8,288,361	$-1,823,888
2020	$4,239,979	$5,929,546	$9,801,312	$-1,689,567
2019	$7,080,537	$4,979,097	$11,205,887	$2,101,440
2018	$3,866,201	$4,231,331	$11,051,222	$-365,130

San Antonio Foundation for Excellence in Education