THE EAGLE MOUNTAIN-SAGINAW ISD EDUCATION FOUNDATION (EIN 752848881) - 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

PAUL JACOBS JR

Phone

8172320880

Tax Period

2023-01-01 to 2023-12-31

THE EAGLE MOUNTAIN-SAGINAW ISD EDUCATION FOUNDATION, founded in 1999, is a small nonprofit in the Arts, Culture & Humanities sector that reported $311K in total revenue in fiscal year 2023. Revenue fell 26% from the prior year — a significant decline worth monitoring. Expenses of $299K left a modest 4% surplus.

Mission

TO PROVIDE ENRICHMENT TO THE EDUCATION PROCESS OF THE EAGLE MOUNTAIN-SAGINAW ISD THROUGH GRANTS AND SCHOLARSHIPS TO TEACHERS AND STUDENTS.

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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 $344,076

Program Service Revenue $0

Investment Income $5,053

Other Revenue $-38,267

TOTAL REVENUE $310,862

Expense Breakdown

Grants Paid $282,680

Salaries & Benefits $0

Fundraising Expenses $4,197

Program Expenses $287,477

Other Expenses $16,449

TOTAL EXPENSES $299,129

Year-over-Year Comparison

	2023	2022	Change
Revenue	$310,862	$421,309	-0.3%
Expenses	$299,129	$221,382	+0.4%
Net Income	$11,733	$199,927	-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

254

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
PAUL JACOBS JR	Chairman	2.00	Officer Director	$0	$0	$0
BOBBY ONEY	Chairman	2.00	Officer Director	$0	$0	$0
CARMEN KUNSELMAN	Treasurer	2.00	Officer Director	$0	$0	$0
DR JIM CHADWELL	Secretary	2.00	Officer Director	$0	$0	$0
SHELLY COUCH	Director	2.00	Officer Director	$0	$0	$0
ALIETA SURFACE	Executive Dir.	40.00	Officer Director	$0	$0	$0
PAIGE RING	Director	2.00	Director	$0	$0	$0
DR MARILYN TOLBERT	Director	2.00	Director	$0	$0	$0
JOHN CRAFT	Director	2.00	Director	$0	$0	$0
DR NATE BEMIS	Director	2.00	Director	$0	$0	$0
ROBERT ANDERSON	Director	2.00	Director	$0	$0	$0
DANA EDWARDS	Director	2.00	Director	$0	$0	$0
MIKA TEPFER	Director	2.00	Director	$0	$0	$0
CESLYN MATHIS	Director	2.00	Director	$0	$0	$0
MICHELLE DORSEY	Director	2.00	Director	$0	$0	$0
ANGIE HAAR	Director	2.00	Director	$0	$0	$0
CONSELO SANCHEZ	Director	2.00	Director	$0	$0	$0
Andrew Brink	Director	2.00	Director	$0	$0	$0
Donna Webb	Director	2.00	Director	$0	$0	$0
Paula Harwell	Director	2.00	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
2024	No data	No data	No data	No data
2023	$310,862	$299,129	$1,214,707	$11,733
2022	$421,309	$221,382	$1,202,975	$199,927
2021	$262,237	$177,425	$1,029,519	$84,812
2020	$250,192	$144,872	$944,736	$105,320
2019	$309,522	$162,131	$839,416	$147,391
2018	$265,906	$199,025	$694,175	$66,881

THE EAGLE MOUNTAIN-SAGINAW ISD EDUCATION FOUNDATION