PLANO ISD EDUCATION FOUNDATION (EIN 752481906) - 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

1993

Legal Domicile

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.

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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 $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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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

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

$164,917

Total Directors

Key Employees

Highest Compensated

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

PLANO ISD EDUCATION FOUNDATION