KILLEEN ISD EDUCATION FOUNDATION IN (EIN 743001870) - 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

2000

Legal Domicile

Tax Period

2023-09-01 to 2024-08-31

KILLEEN ISD EDUCATION FOUNDATION IN, founded in 2000, is a small nonprofit in the Education sector that reported $852K in total revenue in fiscal year 2023. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $385K, a strong 45% operating margin.

Mission

TO SUPPORT EDUCATIONAL PROGRAMS FOR STUDENTS AND STAFF OF KISD

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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 $446,942

Program Service Revenue $0

Investment Income $34,745

Other Revenue $370,372

TOTAL REVENUE $852,059

Expense Breakdown

Grants Paid $265,715

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $466,920

Other Expenses $201,205

TOTAL EXPENSES $466,920

Year-over-Year Comparison

	2023	2022	Change
Revenue	$852,059	$615,025	+0.4%
Expenses	$466,920	$446,125	+0.0%
Net Income	$385,139	$168,900	+1.3%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
BILL FARLEY	MEMBERSHIP DIRECTOR	Officer Director	$0	$0	$0
DR JO ANN FEY	SUPERINTENDENT OF SCHOOLS	Officer Director	$0	$0	$0
MELANIE SMITH	SPECIAL EVENTS DIRECTOR	Officer Director	$0	$0	$0
BARY HEIDTBRINK	ALUMNI ASSOCIATION REPRESENTA	Officer Director	$0	$0	$0
JULIA DORROH	GRANTS DIRECTOR	Officer Director	$0	$0	$0
TERRY DELANO	PAST PRESIDENT	Officer Director	$0	$0	$0
CYD WEST	PRESIDENT	Officer Director	$0	$0	$0
SHALA STURGEON	PRESIDENT ELECT	Officer Director	$0	$0	$0
DR MELISSA GONZALEZ	TREASURER	Officer Director	$0	$0	$0
BRITTANY HARRIS	SECRETARY	Officer 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	$852,059	$466,920	$2,328,865	$385,139
2023	$615,025	$446,125	$1,943,726	$168,900
2022	$550,217	$414,211	$1,774,826	$136,006
2021	$351,588	$249,136	$1,548,239	$102,452
2020	$429,503	$380,196	$1,445,787	$49,307
2018	$381,038	$282,279	$1,197,307	$98,759

KILLEEN ISD EDUCATION FOUNDATION IN