BIRDVILLE ISD FOUNDATION FOR EDUCA… - Form 990 Financial Data

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1996

Legal Domicile

Principal Officer

SHARON MYLIUS

Phone

8175475735

Tax Period

2023-09-01 to 2024-08-31

BIRDVILLE ISD FOUNDATION FOR EDUCATIONAL EXCELLENCE, founded in 1996, is a small nonprofit in the Education sector that reported $139K in total revenue in fiscal year 2023. Revenue surged 74% from the prior year, signaling strong growth momentum. Expenses of $196K exceeded revenue, resulting in a 42% operating deficit.

Mission

THE BIRDVILLE EDUCATION FOUNDATION IS DESIGNED TO IMPROVE THE EDUCATIONAL OPPORTUNITIES FOR BIRDVILLE ISD STUDENTS. ITS MISSION IS TO SUPPORT INNOVATIVE LEARNING AND PROMOTE EDUCATIONAL EXCELLENCE. A VOLUNTEER SUPPORTED ORGANIZATION, THE FOUNDATION FUNDS GRANTS THAT ALLOW OUR EDUCATORS TO INVIGORATE STUDENTS' MINDS BY STIMULATING CREATIVE THINKING, ENCOURAGING INNOVATION, BROADENING LIFE EXPERIENCES AND ENRICHING CLASSROOM ENVIRONMENTS.

Program Service Accomplishments

Program 1

Expenses: $142,825

INNOVATIVE TEACHING GRANTS & PTA ASSISTANCE THE BIRDVILLE EDUCATION FOUNDATION (BEF) IS A NON-PROFIT, COMMUNITY BASED ORGANIZATION ESTABLISHED IN 1996. THE PURPOSE OF THE FOUNDATION IS TO ENCOURAGE AND SUPPORT THE CREATION OF INNOVATIVE PROJECTS THAT WILL ENRICH THE EDUCATION AND GROWTH OF ALL STUDENTS IN BIRDVILLE ISD. BEF ACCOMPLISHES ITS MISSION THROUGH ITS GRANT PROGRAMS. BEF PROVIDES FUNDS TO FINANCE EDUCATIONAL OPPORTUNITIES OUTSIDE THE SCOPE OF THE REGULAR OPERATING BUDGET OF BIRDVILLE ISD AND TARGETS AREAS SUCH AS ENRICHMENT OF CURRICULUM AND INSTRUCTION IN THE CLASSROOM, IN THE SCHOOL, PROFESSIONAL DEVELOPMENT AND TEACHER LEARNING, STUDENT LEADERSHIP, SCHOOL AND COMMUNITY COLLABORATION, AND COMMUNITY PARTICIPATION IN ALL ASPECTS OF EDUCATION. BIRDVILLE EDUCATION FOUNDATION AWARDED FUNDS THIS SPRING FOR INNOVATIVE TEACHER GRANTS TOTALING 142,825. TO DATE, THE FOUNDATION HAS GIVEN OVER 2,320,549 IN TEACHER GRANTS SINCE 2001.

Program 2

Expenses: $2,780

TEACHER OF THE YEAR AWARDS

Program 3

Expenses: $15,500

SCHOLARSHIPS SCHOLARSHIP FUNDS WERE AWARDED TO GRADUATING SENIORS FROM BISD IN ACCORDANCE WITH THE GUIDELINES OF THE DONOR SCHOLARSHIP CRITERIA.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $52,084

Program Service Revenue $0

Investment Income $86,526

Other Revenue $0

TOTAL REVENUE $138,610

Expense Breakdown

Grants Paid $162,621

Salaries & Benefits $0

Fundraising Expenses $50

Program Expenses $162,621

Other Expenses $33,630

TOTAL EXPENSES $196,251

Year-over-Year Comparison

	2023	2022	Change
Revenue	$138,610	$79,780	+0.7%
Expenses	$196,251	$165,452	+0.2%
Net Income	$-57,641	$-85,672	-0.3%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
CURTIS BERGTHOLD	DIRECTOR	0.25	Director	$0	$0	$0
CANDICE BISHOP	DIRECTOR	0.25	Director	$0	$0	$0
KATIE BOWMAN	TREASURER	1.00	Officer Director	$0	$0	$0
TAYLOR COFFMAN	SECRETARY	1.00	Officer Director	$0	$0	$0
ROBERT COPELAND	DIRECTOR	0.25	Director	$0	$0	$0
MICHAEL DELGADO	DIRECTOR	0.25	Director	$0	$0	$0
TROY DUNN	DIRECTOR	0.25	Director	$0	$0	$0
JAMES GRANT	DIRECTOR	0.25	Director	$0	$0	$0
TOM HARRIS	DIRECTOR	0.25	Director	$0	$0	$0
JOHNNY MCINTOSH	DIRECTOR	0.25	Director	$0	$0	$0
SHARON MYLIUS	PRESIDENT	1.00	Officer Director	$0	$0	$0
BILLY PARKS	DIRECTOR	0.25	Director	$0	$0	$0
ERIN POWELL	DIRECTOR	0.25	Director	$0	$0	$0
HOWARD SHOTWELL	DIRECTOR	0.25	Director	$0	$0	$0
MARTHA STRAIN	PAST PRESIDE	1.00	Officer Director	$0	$0	$0
DOUG TERRY	VP	1.00	Officer Director	$0	$0	$0
OSCAR TREVINO	DIRECTOR	0.25	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	$138,610	$196,251	$3,672,913	$-57,641
2023	$79,780	$165,452	$3,313,383	$-85,672
2022	$196,143	$172,466	$3,210,030	$23,677
2021	$340,979	$198,209	$3,759,994	$142,770
2020	$235,047	$214,549	$3,491,676	$20,498
2018	$221,136	$197,139	$3,141,502	$23,997

BIRDVILLE ISD FOUNDATION FOR EDUCATIONAL EXCELLENCE