KAUFMAN ISD EDUCATION FOUNDATION (EIN 752837624) - 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

1999

Legal Domicile

Principal Officer

Hannah Kidd

Phone

9729322662

Tax Period

2023-01-01 to 2023-12-31

KAUFMAN ISD EDUCATION FOUNDATION, founded in 1999, is a small nonprofit in the Education sector that reported $155K in total revenue in fiscal year 2023. Revenue fell 55% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $48K, a strong 31% operating margin.

Mission

Non profit charitable organization to support and enhance student and teacher activities exclusively for Kaufman Independent School District.

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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 $154,008

Program Service Revenue $0

Investment Income $899

Other Revenue $0

TOTAL REVENUE $154,907

Expense Breakdown

Grants Paid $25,393

Salaries & Benefits $0

Fundraising Expenses $66,612

Program Expenses $39,928

Other Expenses $81,147

TOTAL EXPENSES $106,540

Year-over-Year Comparison

	2023	2022	Change
Revenue	$154,907	$341,727	-0.5%
Expenses	$106,540	$5,000	+20.3%
Net Income	$48,367	$336,727	-0.9%

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

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
Dr Lori Blaylock	Board Member	0.25	Director	$0	$0	$0
Laura Duran	Baord Member	0.25	Director	$0	$0	$0
Jeff Jordan	Board Member	0.25	Director	$0	$0	$0
Reece Lawson	Board Member	0.25	Director	$0	$0	$0
Angela Hicks	Board Member	0.25	Director	$0	$0	$0
Adam Wall	Board Member	0.25	Director	$0	$0	$0
Steve Robertson	Treasurer	0.5	Officer Director	$0	$0	$0
Lindsey Abell	Board Secretary	0.5	Officer Director	$0	$0	$0
Jayna Mitchell	VP of Programs	0.5	Officer Director	$0	$0	$0
Emily Reynolds	VP Public Relations	0.5	Officer Director	$0	$0	$0
Laura Melton	VP of Development	0.5	Officer Director	$0	$0	$0
David Maddron	VP of Governance	0.5	Officer Director	$0	$0	$0
Joni Mohr	President	0.5	Officer Director	$0	$0	$0
Dr Joshua Garcia	Board Member	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	No data	No data	No data	No data
2023	$154,907	$106,540	$705,313	$48,367

KAUFMAN ISD EDUCATION FOUNDATION