HUMBLE ISD EDUCATION FOUNDATION (EIN 760608461) - 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

1999

Legal Domicile

Principal Officer

Jerri Monbaron

Phone

2816418140

Tax Period

2023-07-01 to 2024-06-30

HUMBLE ISD EDUCATION FOUNDATION, founded in 1999, is a community nonprofit in the Education sector that reported $3.4M in total revenue in fiscal year 2023. Revenue surged 43% from the prior year, signaling strong growth momentum. The organization ran a surplus of $987K, a strong 29% operating margin.

Mission

The Humble ISD Education Foundation's mission is to inspire innovation and enhance academic opportunities to create the foundation for lifelong learning. This is a 501(c)(3) nonprofit organization that was created by concerned community members who wanted to support innovative educational programs in Humble ISD. The Foundation is governed by a board of community members. A representative of the Humble ISD Board of Trustees and the District Superintendent are Foundation board members to ensure coordination between the Foundation and district goals and activities. The Foundation supports the implementation of innovative and creative educational programs that improve student academic success

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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 $3,402,997

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,402,997

Expense Breakdown

Grants Paid $1,489,461

Salaries & Benefits $153,258

Fundraising Expenses $618,876

Program Expenses $0

Other Expenses $773,363

TOTAL EXPENSES $2,416,082

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,402,997	$2,378,664	+0.4%
Expenses	$2,416,082	$2,268,827	+0.1%
Net Income	$986,915	$109,837	+8.0%

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

150

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
Deborah Rose Miller	Chair	1.25	Officer Director	$0	$0	$0
Dr CaLandra Pervis	Vice-Chair	1.25	Officer Director	$0	$0	$0
Dr Elizabeth Fagen	Superintendent	1.25	Officer Director	$0	$0	$0
Michael Grabowski	School Board Liaison	1.25	Officer Director	$0	$0	$0
Josh Morrison	At Large	1.25		$0	$0	$0
Danny Contreras	Treasurer	1.25	Officer Director	$0	$0	$0
Jerri Monbaron	Secretary	8.00	Officer	$0	$0	$0
Tracie Mieth	At Large	1.25	Officer Director	$0	$0	$0
Devon Alexander	Director	1.25	Officer Director	$0	$0	$0
Julia Arceneaux	Director	1.25	Officer Director	$0	$0	$0
Scott Brady	Director	1.25	Officer Director	$0	$0	$0
Austin Bird	Director	1.25	Officer Director	$0	$0	$0
Nicole Brian	Director	1.25	Officer Director	$0	$0	$0
Jennifer Carney	Director	1.25	Officer Director	$0	$0	$0
Jim Carranza	Director	1.25	Officer Director	$0	$0	$0
Heather Elkin	Director	1.25	Officer Director	$0	$0	$0
Robert Comstock	Director	1.25	Officer Director	$0	$0	$0
Jeffrey Choyce	Director	1.25	Officer Director	$0	$0	$0
Brittany Francis	Director	1.25	Officer Director	$0	$0	$0
Julie Geter	Director	1.25	Officer Director	$0	$0	$0
Asdrubal Gutierrez	Director	1.25	Officer Director	$0	$0	$0
Tracy Slaughter Holmes	Director	1.25	Officer Director	$0	$0	$0
Monica Humphrey	Director	1.25	Officer Director	$0	$0	$0
Brittney Mittag	Director	1.25	Officer Director	$0	$0	$0
Jamie Lee	Director	1.25	Officer Director	$0	$0	$0
Christina O'Dell	Director	1.25	Officer Director	$0	$0	$0
Misty Rowe	Director	1.25	Officer Director	$0	$0	$0
Jen Sitton	Director	1.25	Officer Director	$0	$0	$0
Daniela Sumbera	Director	1.25	Officer Director	$0	$0	$0
Geralyn Sullivan	Director	1.25	Officer Director	$0	$0	$0
Chase Stevens	Director	1.25	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
2025	No data	No data	No data	No data
2024	$3,402,997	$2,416,082	$3,985,145	$986,915
2023	$2,378,664	$2,268,827	$2,869,002	$109,837
2022	$2,327,842	$2,281,992	$3,285,893	$45,850
2021	$1,713,408	$1,884,952	$2,723,370	$-171,544
2020	$1,654,577	$1,520,525	$2,852,018	$134,052
2019	$1,704,679	$1,568,398	$2,567,363	$136,281
2018	$2,307,210	$1,953,999	$2,313,395	$353,211

HUMBLE ISD EDUCATION FOUNDATION