BIRDVILLE ISD FOUNDATION FOR EDUCATIONAL EXCELLENCE (EIN 752671339) - 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

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.

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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 $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

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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
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
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