FOUNDATION FOR EXCELLENCE (EIN 752200565) - 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

1987

Legal Domicile

Principal Officer

JON MARK BERNAL

Phone

8062190013

Tax Period

2024-09-01 to 2025-08-31

FOUNDATION FOR EXCELLENCE, founded in 1987, is a small nonprofit that reported $250K in total revenue in fiscal year 2024. Net assets of $860K represent 41 months of operating reserves.

Mission

TO PROVIDE FINANCIAL ASSISTANCE VIA GRANTS TO STUDENTS OF LUBBOCK ISD WHO PARTICIPATE IN AN ACTIVITY THAT IS BEYOND THE SCOPE OF LISD FISCAL POLICY

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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 $226,905

Program Service Revenue $0

Investment Income $23,353

Other Revenue $-485

TOTAL REVENUE $249,773

Expense Breakdown

Grants Paid $240,417

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $249,704

Other Expenses $20,716

TOTAL EXPENSES $261,133

Year-over-Year Comparison

	2024	2023	Change
Revenue	$249,773	$243,041	+0.0%
Expenses	$261,133	$243,214	+0.1%
Net Income	$-11,360	$-173	+64.7%

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
DEVIN MCCAIN	Scholarship Chr	1.00	Officer Director	$0	$0	$0
KASI BOUTWELL	Director	1.00	Director	$0	$0	$0
JOSEPH WALLACE	Director	1.00	Director	$0	$0	$0
KIMBERLY VARDEMAN	Director	1.00	Director	$0	$0	$0
LALA CHAVEZ	Director	1.00	Director	$0	$0	$0
MARK VINSON	Director	1.00	Director	$0	$0	$0
CARY FULGHAM	Director	1.00	Director	$0	$0	$0
MICHAEL WHITE	Director	1.00	Director	$0	$0	$0
NATALIA MOORE	Director	1.00	Director	$0	$0	$0
REED HOOKS	Director	1.00	Director	$0	$0	$0
TERRI MORRIS	Director	1.00	Director	$0	$0	$0
BRITTA TYE	Secretary	2.00	Officer Director	$0	$0	$0
NICOLE MORELOCK	Director	1.00	Director	$0	$0	$0
LANDRY ALLEN	Director	1.00	Director	$0	$0	$0
HENRY MENDOZA	FUNDRAISING CHR	1.00	Officer Director	$0	$0	$0
ANISSA BRISENO	Director	1.00	Director	$0	$0	$0
RENEE DAVIS	Director	1.00	Director	$0	$0	$0
ANGELICA WILBANKS	Director	1.00	Director	$0	$0	$0
JON MARK BERNAL	President	2.00	Officer Director	$0	$0	$0
SHANNON DUNLAP	Director	1.00	Director	$0	$0	$0
MELISSA HANCOCK	Director	1.00	Director	$0	$0	$0
PHILIP LITTLEJOHN	Director	1.00	Director	$0	$0	$0
GEOFF LYNN	Director	1.00	Director	$0	$0	$0
JASON POTTER	Director	1.00	Director	$0	$0	$0
MARGARET RANDLE	Director	1.00	Director	$0	$0	$0
SCOTT RIDDLE	Director	1.00	Director	$0	$0	$0
MICHAEL STEWART	Director	1.00	Director	$0	$0	$0
HILARY WATKINS	Director	1.00	Director	$0	$0	$0
MEGAN WHITE	Director	1.00	Director	$0	$0	$0
LEONARD WILLIAMS	Director	1.00	Director	$0	$0	$0
MITZI ZIEGNER	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
2025	$249,773	$261,133	$860,069	$-11,360
2024	$243,041	$243,214	$871,429	$-173
2023	$2,242,575	$2,226,555	$871,602	$16,020
2022	$341,309	$261,664	$855,582	$79,645
2021	$229,613	$128,143	$775,937	$101,470
2020	$175,547	$133,665	$674,467	$41,882
2019	$172,790	$125,805	$632,585	$46,985
2018	$176,670	$120,637	$585,600	$56,033

FOUNDATION FOR EXCELLENCE