PLANO ISD EDUCATION FOUNDATION

EIN: 752481906 501(c)(3) Education

PLANO, TX

Total Revenue
$840,903
Total Expenses
$971,264
Total Assets
$1,437,473
Net Assets
$1,410,837
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1993
Legal Domicile
TX
Principal Officer
BRITTNEA USSERY
Phone
4697528272
Tax Period
2023-07-01 to 2024-06-30

PLANO ISD EDUCATION FOUNDATION, founded in 1993, is a small nonprofit in the Education sector that reported $841K in total revenue in fiscal year 2023. Expenses of $971K exceeded revenue, resulting in a 16% operating deficit.

Mission

Helping all students in Plano School District achieve their full potential by providing financial support to educators and academic programs.

Program Service Accomplishments

Program 1
Expenses: $752,433

Grants to Educators is a program where teachers are awarded grants to fund transformative methods in teaching and learning that will help classrooms serve the students of Plano ISD. Grants up to...

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Grants to Educators is a program where teachers are awarded grants to fund transformative methods in teaching and learning that will help classrooms serve the students of Plano ISD. Grants up to $2,000 can be given to single applicants or up to $3,500 for multi-campus grants. Grants can be for new technology, after-school programming, materials or student experiences. The Plano ISD Welcome and Enrollment Center is designed to help families navigate the enrollment and transfer process and remove barriers to education. These barriers can come in many forms, so the center connects families to community and state resources, hosts immunization clinics and helps with a variety of immediate needs. Plano ISD families may require assistance with immediate needs due to many factors including: living in transition, hardship, natural disaster, fire, loss of housing, job loss or any life-altering situation that may have occurred. The Welcome and Enrollment Center strives to remove as many of those barriers as possible to not only help support Plano ISD families, but to also ensure every Plano ISD students has access to an excellent education.The 5th Grade Outdoor Science School program is a 3-day / 2-night experience that 5th-grade students, staff, and parent chaperones participate in. Around 3100 students are served each year. The program enhances the district's 5th Grade science curriculum. It provides students with a hands-on, authentic experience, that builds background knowledge as students are introduced to the Earth and Life Science Units in 5th Grade. Camp students are engaged in social, emotional, and academic skills while at camp. This authentic experience challenges students to think in different ways and they begin to see that nature can provide limitless learning opportunities. Scholarships are provided to students whose families would not be able to afford this experience for their student otherwise.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $908,086
Program Service Revenue $0
Investment Income $87,140
Other Revenue $-154,323
TOTAL REVENUE $840,903

Expense Breakdown

Grants Paid $672,806
Salaries & Benefits $0
Fundraising Expenses $114,085
Program Expenses $752,433
Other Expenses $298,458
TOTAL EXPENSES $971,264

Year-over-Year Comparison

2023 2022 Change
Revenue $840,903 $821,421 +0.0%
Expenses $971,264 $1,000,687 0.0%
Net Income $-130,361 $-179,266 -0.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
22
Independent Members
22
Employees
N/A
Volunteers
125

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
6
$164,917
Total Directors
22
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BRITTNEA USSERY Executive Dir. 19.00
Officer
$0 $2,710 $164,917
JEFF BECKLEY Director 1.00
Director
$0 $0 $0
MISSY BENDER Imm Past Pres. 1.00
Officer Director
$0 $0 $0
JOSHUA BOURGEOIS Treasurer 1.00
Officer Director
$0 $0 $0
AL ELY Director 1.00
Director
$0 $0 $0
JERI CHAMBERS Director 1.00
Director
$0 $0 $0
HARSHAL CHHAYA Secretary 1.00
Officer Director
$0 $0 $0
HEATHER COLEMAN Director 1.00
Director
$0 $0 $0
TIFFANY DAYKIN-ARMIJO Director 1.00
Director
$0 $0 $0
FRANK GALLOVICH Director 1.00
Director
$0 $0 $0
KENNETH HUTCHENRIDER JR Director 1.00
Director
$0 $0 $0
JENNIFER JAMIESON Director 1.00
Director
$0 $0 $0
LORI KIRK-ROLLEY Director 1.00
Director
$0 $0 $0
ELISA KLEIN ASST. SEC. 1.00
Officer Director
$0 $0 $0
TARRAH LANTZ Director 1.00
Director
$0 $0 $0
ALBANA MANSOOR Director 1.00
Director
$0 $0 $0
CHRISTINA MATHIS Director 1.00
Director
$0 $0 $0
JENNA MAYNARD President 1.00
Officer Director
$0 $0 $0
TIM MCCOY Director 1.00
Director
$0 $0 $0
LINDA D REECE Director 1.00
Director
$0 $0 $0
MELISSA SENTER Director 1.00
Director
$0 $0 $0
MICHAEL MISSILDINE Director 1.00
Director
$0 $0 $0
RAVI NARAYAN 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 No data No data No data No data
2024 $840,903 $971,264 $1,437,473 $-130,361
2023 $821,421 $1,000,687 $1,523,892 $-179,266
2022 $1,282,336 $979,905 $1,662,463 $302,431
2021 $1,841,256 $1,154,475 $1,654,559 $686,781
2020 $1,170,925 $1,389,692 $1,047,998 $-218,767
2019 $942,764 $1,079,877 $1,045,578 $-137,113
2018 $1,129,574 $1,129,840 $1,241,437 $-266
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