Coppell ISD Education Foundation (EIN 752883472) - 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

2000

Legal Domicile

Principal Officer

JENN FISHMANN

Phone

2144966054

Tax Period

2023-01-01 to 2023-12-31

Coppell ISD Education Foundation, founded in 2000, is a small nonprofit in the Education sector that reported $192K in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. Expenses of $246K exceeded revenue, resulting in a 28% operating deficit.

Mission

ENCHANCE THE QUALITY OF EDUCATION OF COPPELL ISD

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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 $119,475

Program Service Revenue $56,398

Investment Income $1,533

Other Revenue $14,851

TOTAL REVENUE $192,257

Expense Breakdown

Grants Paid $135,478

Salaries & Benefits $29,775

Fundraising Expenses $0

Program Expenses $243,857

Other Expenses $80,300

TOTAL EXPENSES $245,553

Year-over-Year Comparison

	2023	2022	Change
Revenue	$192,257	$211,602	-0.1%
Expenses	$245,553	$118,463	+1.1%
Net Income	$-53,296	$93,139	-1.6%

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

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	Role	Reportable Comp	Other Comp	Total
BALAJI SUBRAMANIAN	Trustee	Director	$0	$0	$0
GRANTHAM AKERLY	Treasurer	Director	$0	$0	$0
HOLLY HICKSON-BROUSSARD	Trustee	Director	$0	$0	$0
JAN KLINGENBERG	Trustee	Director	$0	$0	$0
JV DASGUPTA	Trustee	Director	$0	$0	$0
KAMESH SUBBARAO	Trustee	Director	$0	$0	$0
KATHARINE AKERLY	Trustee	Director	$0	$0	$0
KRISTIN JOHNSON	Trustee	Director	$0	$0	$0
MAY OLSON	Trustee	Director	$0	$0	$0
MONIKA DOGRA	Trustee	Director	$0	$0	$0
ROCKY JAWHARI	Trustee	Director	$0	$0	$0
ROLI MEHROTRA	Trustee	Director	$0	$0	$0
ROOPA HIRA	Trustee	Director	$0	$0	$0
SAMIT PATEL	Trustee	Director	$0	$0	$0
SANDRA MEEKINS	Trustee	Director	$0	$0	$0
SANGEETA BACHANI	Trustee	Director	$0	$0	$0
SUNIL AVADHANAM	Trustee	Director	$0	$0	$0
TOCHI OSUJI	Trustee	Director	$0	$0	$0
ASHLEY RILEY	Trustee	Director	$0	$0	$0
TRUDY BAADE	Trustee	Director	$0	$0	$0
GABY ANENE	Trustee	Director	$0	$0	$0
JENN FISHMAN	President	Officer	$0	$0	$0
JENNIFER NEITZEL	Vice President	Officer	$0	$0	$0
JEN NEWTON	Vice President	Officer	$0	$0	$0
SHERILYN FOX	Vice President	Officer	$0	$0	$0
ADAM ROTHEY	Trustee	Officer	$0	$0	$0
JASON DYKE	Trustee	Officer	$0	$0	$0
DAPHNE GILBERT	Trustee	Officer	$0	$0	$0
JULIE MCCONNELL	Trustee	Officer	$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	$192,257	$245,553	$838,384	$-53,296
2022	$211,602	$118,463	$823,191	$93,139
2021	$165,095	$149,110	$852,711	$15,985
2020	$145,548	$121,774	$824,422	$23,774
2019	$211,454	$175,548	$734,496	$35,906
2018	$199,597	$170,078	$628,645	$29,519

Coppell ISD Education Foundation