Tolleson Education Foundation

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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

2002

Legal Domicile

Principal Officer

NORA GUTIERREZ

Phone

6234784000

Tax Period

2022-07-01 to 2023-06-30

Tolleson Education Foundation, founded in 2002, is a small nonprofit in the Education sector that reported $166K in total revenue in fiscal year 2022. Revenue decreased 5% compared to the prior year. The organization ran a surplus of $161K, a strong 97% operating margin.

Mission

TO PROVIDE OR SUPPLEMENT EDUCATION PROGRAMS WITHIN THE SUPPORTED SCHOOL DISTRICTS.

Program Service Accomplishments

Program 1

Expenses: $4,602

Mini-Grants supplement academics, programs and extra-curricular needs at all school sites within Tolleson Union High School District and it's partner Elementary School Districts which are not or...

Mini-Grants supplement academics, programs and extra-curricular needs at all school sites within Tolleson Union High School District and it's partner Elementary School Districts which are not or cannot be covered by District public funds.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $166,207

Other Revenue $0

TOTAL REVENUE $166,207

Expense Breakdown

Grants Paid $4,602

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,602

Other Expenses $594

TOTAL EXPENSES $5,196

Year-over-Year Comparison

	2022	2021	Change
Revenue	$166,207	$175,226	-0.1%
Expenses	$5,196	$9,006	-0.4%
Net Income	$161,011	$166,220	0.0%

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
NORA GUTIERREZ	President & CEO	1.00	Officer Director	$0	$0	$0
SANDRA DAVIS	Treasurer	1.00	Officer Director	$0	$0	$0
MIKE WATSON	Vice President	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
2023	$166,207	$5,196	$2,118,791	$161,011
2022	$175,226	$9,006	$1,899,726	$166,220
2021	$64,093	$6,586	$2,241,837	$57,507
2020	$127,956	$53,812	$1,700,672	$74,144