Fort Bend ISD Education Foundation (EIN 760383233) - 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

1992

Legal Domicile

Principal Officer

Andy Cabble

Phone

2816341113

Tax Period

2023-07-01 to 2024-06-30

Fort Bend ISD Education Foundation, founded in 1992, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.3M in total revenue in fiscal year 2023. Expenses of $1.1M left a modest 11% surplus.

Mission

The mission is to enhance the quality of education for all Fort Bend ISD 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 $1,105,377

Program Service Revenue $0

Investment Income $164,306

Other Revenue $7,971

TOTAL REVENUE $1,277,654

Expense Breakdown

Grants Paid $737,433

Salaries & Benefits $304,443

Fundraising Expenses $213,819

Program Expenses $816,711

Other Expenses $89,487

TOTAL EXPENSES $1,131,363

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,277,654	$1,249,190	+0.0%
Expenses	$1,131,363	$1,061,416	+0.1%
Net Income	$146,291	$187,774	-0.2%

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

500

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

$138,335

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Andy Cabble	President	1.00	Officer Director	$0	$0	$0
Shefali Jhaveri	Vice President	1.00	Officer Director	$0	$0	$0
Gena Horak	Past President	1.00	Officer Director	$0	$0	$0
Kevin Anderson	VP Allocations	1.00	Officer Director	$0	$0	$0
Stacy Bynes	VP Community Affairs	1.00	Officer Director	$0	$0	$0
Ryan McCauley	VP Development	1.00	Officer Director	$0	$0	$0
David Bolding	VP Finance	1.00	Officer Director	$0	$0	$0
Beth Johnson	VP Marketing	1.00	Officer Director	$0	$0	$0
Sandra Denton	Secretary	1.00	Officer Director	$0	$0	$0
Jeremy Alberty	Director	0.50	Director	$0	$0	$0
Jim Brown	Director	0.50	Director	$0	$0	$0
Cindy Cheng	Director	0.50	Director	$0	$0	$0
Jennifer Chiang	Director	0.50	Director	$0	$0	$0
Noreen Covey	Director	0.50	Director	$0	$0	$0
Eluid Faz	Director	0.50	Director	$0	$0	$0
Dustin Fessler	Director	0.50	Director	$0	$0	$0
Dennis Halford	Director	0.50	Director	$0	$0	$0
Crystal Harris	Director	0.50	Director	$0	$0	$0
Greene Hendon	Director	0.50	Director	$0	$0	$0
Chris Hill	Director	0.50	Director	$0	$0	$0
Kay James	Director	0.50	Director	$0	$0	$0
Alex Janos	Director	0.50	Director	$0	$0	$0
Debra Jhaver	Director	0.50	Director	$0	$0	$0
Maura Jones-Mccoy	Director	0.50	Director	$0	$0	$0
JoAnna Kraynek	Director	0.50	Director	$0	$0	$0
Daniel Menendez	Director	0.50	Director	$0	$0	$0
Orlando Morriesette	Director	0.50	Director	$0	$0	$0
Nappinnai Natarajan	Director	0.50	Director	$0	$0	$0
Crissy Nolen	Director	0.50	Director	$0	$0	$0
Rick Pal	Director	0.50	Director	$0	$0	$0
Chad Peterson	Director	0.50	Director	$0	$0	$0
Jonathan Pursch	Director	0.50	Director	$0	$0	$0
Stephen Reed	Director	0.50	Director	$0	$0	$0
Kevin Riles	Director	0.50	Director	$0	$0	$0
Farrah Sabouni	Director	0.50	Director	$0	$0	$0
Ian Scharfman	Director	0.50	Director	$0	$0	$0
Melissa Turnbaugh	Director	0.50	Director	$0	$0	$0
Terri Wang	Director	0.50	Director	$0	$0	$0
Jennifer West	Director	0.50	Director	$0	$0	$0
Joe Zator	Director	0.50	Director	$0	$0	$0
Brenna Crosby	Chief Executive Officer	40.00	Officer	$126,335	$12,000	$138,335

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
2025	No data	No data	No data	No data
2024	$1,277,654	$1,131,363	$5,434,929	$146,291
2023	$1,249,190	$1,061,416	$4,668,206	$187,774
2022	$1,065,428	$916,190	$4,204,190	$149,238
2021	$1,297,314	$847,697	$4,864,233	$449,617
2020	$1,528,653	$1,021,723	$4,109,512	$506,930
2019	$1,247,054	$1,070,491	$3,871,485	$176,563

Fort Bend ISD Education Foundation