Santa Fe Texas Education Foundation Inc

EIN: 800517450 501(c)(3) Education

Santa Fe, TX

Total Revenue
$280,568
Total Expenses
$239,364
Total Assets
$653,040
Net Assets
$652,146
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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
2009
Legal Domicile
TX
Tax Period
2024-01-01 to 2024-06-30

Santa Fe Texas Education Foundation Inc, founded in 2009, is a small nonprofit in the Education sector that reported $281K in total revenue in fiscal year 2023. Revenue fell 26% from the prior year — a significant decline worth monitoring. Expenses of $239K left a modest 15% surplus.

Mission

The Santa Fe Texas Education Foundation CULTIVATES and NURTURES the culture of generosity in our community, IGNITES exemplary experiences for every student and teacher, and INSPIRES the achievement of lifelong 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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $122,768
Program Service Revenue $0
Investment Income $5,821
Other Revenue $151,979
TOTAL REVENUE $280,568

Expense Breakdown

Grants Paid $154,182
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $225,581
Other Expenses $85,182
TOTAL EXPENSES $239,364

Year-over-Year Comparison

2023 2022 Change
Revenue $280,568 $381,708 -0.3%
Expenses $239,364 $331,733 -0.3%
Net Income $41,204 $49,975 -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

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Governance

Voting Members
23
Independent Members
21
Employees
N/A
Volunteers
30

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
5
$0
Total Directors
23
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Chris Bozeman Board Member 1.00
Director
$0 $0 $0
Timothy Sasser Board Member 1.00
Director
$0 $0 $0
Karen Anderson Board Member 1.00
Director
$0 $0 $0
Shawn Gardner Board Member 1.00
Director
$0 $0 $0
Paul Edinburgh Sr Board Member 1.00
Director
$0 $0 $0
SUSAN HALL Board Member 1.00
Director
$0 $0 $0
Dr Kevin Bott Secretary 1.00
Officer Director
$0 $0 $0
PAULA HEILEMAN Vice President 2.00
Officer Director
$0 $0 $0
REBECCA MARTINEZ Director at Lar 2.00
Director
$0 $0 $0
MATT CRABLE Trustee Santa F 1.00
Director
$0 $0 $0
OLLIE NIEDERHOFER Board Member 1.00
Director
$0 $0 $0
Lindsay Haygood Treasurer 2.00
Officer Director
$0 $0 $0
TEDDI PRUITT Board Member 1.00
Director
$0 $0 $0
SHANNON HARMS Vice President 1.00
Officer Director
$0 $0 $0
RENEE ROCKERS President 2.00
Officer Director
$0 $0 $0
Dr Jackie Meyer Board Member 2.00
Director
$0 $0 $0
Lacey Searcy Director at Lar 1.00
Director
$0 $0 $0
Rosie Rojas Director at Lar 1.00
Director
$0 $0 $0
SOPHIA SPLAWN Board Member 2.00
Director
$0 $0 $0
Gina Welsh Executive Dir. 1.00
Director
$0 $0 $0
JOEL SUMRALL Board Member 1.00
Director
$0 $0 $0
MICHELLE WALKER Board Member 1.00
Director
$0 $0 $0
Jeannette Thielemann Coordinator 1.00
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 $280,568 $239,364 $653,040 $41,204
2023 $587,662 $633,443 $614,439 $-45,781
2022 $381,708 $331,733 $658,205 $49,975
2021 $545,381 $229,692 $611,172 $315,689
2020 $206,853 $189,028 $300,247 $17,825
2019 $348,946 $265,263 $273,234 $83,683
2018 $2,033,608 $1,924,376 $189,833 $109,232
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