Harlandale Education Foundation Inc

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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

1999

Legal Domicile

Principal Officer

Vanessa Castillo

Phone

2109214555

Tax Period

2024-01-01 to 2024-12-31

Harlandale Education Foundation Inc, founded in 1999, is a small nonprofit in the Education sector that reported $218K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. The organization ran a surplus of $155K, a strong 71% operating margin.

Mission

Harlandale Education Foundation Inc raises, manages, and distributes funds for scholarships and other educational programs for students of the Harlandale Independent School District.

Program Service Accomplishments

Program 1

Expenses: $48,750 Revenue: $0

Harlandale Education Foundation, Inc provided tuition assistance in the form of scholarships to 70 qualified Harlandale Independent School District Graduates.

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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 $134,541

Program Service Revenue $0

Investment Income $47,888

Other Revenue $35,091

TOTAL REVENUE $217,520

Expense Breakdown

Grants Paid $48,750

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $48,750

Other Expenses $13,436

TOTAL EXPENSES $62,186

Year-over-Year Comparison

	2024	2023	Change
Revenue	$217,520	$241,553	-0.1%
Expenses	$62,186	$42,802	+0.5%
Net Income	$155,334	$198,751	-0.2%

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

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
Jim Adams	President	1.50	Officer Director	$0	$0	$0
Esteban Sosa	Secretary	0.00	Officer Director	$0	$0	$0
Al Aguilar	Board Member	0.00	Director	$0	$0	$0
Joyce Coleman	Board Member	0.00	Director	$0	$0	$0
Ed Kelley	Board Member	0.00	Director	$0	$0	$0
Steve Spriester	Board Member	0.00	Director	$0	$0	$0
Fernando Reyes	Board Member	0.00	Director	$0	$0	$0
Norma Martinez Lozano	Board Member	0.00	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	$217,520	$62,186	$1,652,386	$155,334
2023	$241,553	$42,802	$1,494,991	$198,751
2022	$234,020	$54,496	$1,292,603	$179,524
2021	$175,025	$48,125	$1,113,079	$126,900
2020	$160,481	$84,553	$986,179	$75,928
2019	$150,599	$125,205	$910,251	$25,394