Houston Independent School District Foundation (EIN 760424529) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1993

Legal Domicile

Principal Officer

Janicca Garcia

Phone

7135567275

Tax Period

2024-07-01 to 2025-06-30

Houston Independent School District Foundation, founded in 1993, is a community nonprofit that reported $1.9M in total revenue in fiscal year 2024. Revenue fell 28% from the prior year — a significant decline worth monitoring. Expenses of $3.3M exceeded revenue, resulting in a 79% operating deficit.

Mission

The HISD Foundation supports Houston Independent School District's schools and programs.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,665,189

Program Service Revenue $0

Investment Income $230,217

Other Revenue $-31,679

TOTAL REVENUE $1,863,727

Expense Breakdown

Grants Paid $829,955

Salaries & Benefits $436,193

Fundraising Expenses $142,130

Program Expenses $2,870,611

Other Expenses $2,078,538

TOTAL EXPENSES $3,344,686

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,863,727	$2,594,267	-0.3%
Expenses	$3,344,686	$3,425,237	0.0%
Net Income	$-1,480,959	$-830,970	+0.8%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$208,413

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Andrea Young	Chair	3.00	Officer Director	$0	$0	$0
Daria Russell	Vice-Chair	1.00	Officer Director	$0	$0	$0
DeRae Crane	Secretary	1.00	Officer Director	$0	$0	$0
John Weatherly	Treasurer	1.00	Officer Director	$0	$0	$0
Juliet Breeze	Director	1.00	Director	$0	$0	$0
Allen Caudle	Director	1.00	Director	$0	$0	$0
Frances Dyess	Director	1.00	Director	$0	$0	$0
Christi Guerrini	Director	1.00	Director	$0	$0	$0
Ross Margraves	Director	1.00	Director	$0	$0	$0
John Marshall	Director	1.00	Director	$0	$0	$0
Gerald Merfish	Director	1.00	Director	$0	$0	$0
Matthew Noll	Director	1.00	Director	$0	$0	$0
Robin Phillips	Director	1.00	Director	$0	$0	$0
Jennifer Price	Director	1.00	Director	$0	$0	$0
Lauren Pugh	Director	1.00	Director	$0	$0	$0
Jim Rice	Director	1.00	Director	$0	$0	$0
James Rodriguez	Director	1.00	Director	$0	$0	$0
Lina Sabouni	Director	1.00	Director	$0	$0	$0
Christy Stewart	Director	1.00	Director	$0	$0	$0
Wilbur Suggs	Director	1.00	Director	$0	$0	$0
Bridget Wade	Director	1.00	Director	$0	$0	$0
Katherine Smith	CEO through 4/30/25	40.00	Officer	$172,144	$36,269	$208,413

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	$1,863,727	$3,344,686	$5,896,098	$-1,480,959
2024	No data	No data	No data	No data
2023	$5,792,991	$3,775,662	$8,213,741	$2,017,329
2022	$2,679,133	$3,958,081	$6,149,865	$-1,278,948
2021	$5,838,395	$5,512,665	$7,123,064	$325,730
2020	$2,033,828	$5,727,351	$6,677,173	$-3,693,523
2019	$1,604,588	$7,894,986	$10,245,886	$-6,290,398
2018	$27,729,842	$13,427,338	$15,623,978	$14,302,504

Houston Independent School District Foundation