Sunnyvale ISD Education Foundation (EIN 752889976) - 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

Kristin Shackelford

Tax Period

2023-09-01 to 2024-08-31

Sunnyvale ISD Education Foundation, founded in 2000, is a small nonprofit in the Education sector that reported $185K in total revenue in fiscal year 2023. Revenue fell 28% from the prior year — a significant decline worth monitoring. Expenses of $178K left a modest 3% surplus.

Mission

To support educational programs for the students and staff of the Sunnyvale 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 $183,338

Program Service Revenue $0

Investment Income $1,207

Other Revenue $0

TOTAL REVENUE $184,545

Expense Breakdown

Grants Paid $168,035

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $168,035

Other Expenses $10,108

TOTAL EXPENSES $178,143

Year-over-Year Comparison

	2023	2022	Change
Revenue	$184,545	$256,461	-0.3%
Expenses	$178,143	$204,458	-0.1%
Net Income	$6,402	$52,003	-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
Chelsey Garcia	Director	1.00	Director	$0	$0	$0
Faith-Ann Cheek	Director	1.00	Director	$0	$0	$0
Elizabeth Allen	Director	1.00	Director	$0	$0	$0
Shelly Palmer	Director	1.00	Director	$0	$0	$0
Ryan Hargrave	Director	1.00	Director	$0	$0	$0
Renee Ferguson	Director	1.00	Director	$0	$0	$0
Tina Glaspie	Director	1.00	Director	$0	$0	$0
Sarah Clark	Director	1.00	Director	$0	$0	$0
Ashley Aultman	Director	1.00	Director	$0	$0	$0
Leslie Miller	Director	1.00	Director	$0	$0	$0
Charlie Campbell	Director	1.00	Director	$0	$0	$0
Esmeralda Stidham	Director	1.00	Director	$0	$0	$0
Sally Muhl	Director	1.00	Director	$0	$0	$0
Anna Hughes	Director	1.00	Director	$0	$0	$0
Michelle Elliot	VP Community Relations	1.00	Officer Director	$0	$0	$0
Lauren Macha	VP Finance	1.00	Officer Director	$0	$0	$0
Kristin Shackelford	President	1.00	Officer Director	$0	$0	$0
Betsy Baldwin	VP Events	1.00	Officer Director	$0	$0	$0
Coralie Baldwin	VP Scholarships	1.00	Officer Director	$0	$0	$0
Jill Lassen	VP Grants	1.00	Officer Director	$0	$0	$0
Ben Nnawuihe	VP Fundraising	1.00	Officer 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	$184,545	$178,143	$468,024	$6,402
2023	$256,461	$204,458	$469,253	$52,003
2022	$262,745	$266,538	$457,455	$-3,793
2021	$148,516	$147,518	$319,267	$998
2020	$106,737	$105,227	$249,844	$1,510
2019	$151,981	$136,847	$260,347	$15,134
2018	$158,159	$155,615	$283,168	$2,544

Sunnyvale ISD Education Foundation