KATY ISD 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

2011

Legal Domicile

Principal Officer

YVONNE KERSHNER

Phone

2813962321

Tax Period

2024-09-01 to 2025-08-31

KATY ISD EDUCATION FOUNDATION, founded in 2011, is a small nonprofit in the Education sector that reported $776K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

SUPPLEMENTAL FUNDING FOR KATY ISD EDUCATIONAL PROGRAMS. THE ORGANIZATION RECEIVES INKIND DONATED SERVICES FROM KATY ISD FOR SALARY ALLOCATIONS, MATERIALS AND FACILITY USE COSTS USED IN THEIR PROGRAM SERVICES OF PROVIDING SCHOLARSHIPS AND GRANTS FOR THE BENEFIT OF KATY ISD.

Program Service Accomplishments

Program 1

Expenses: $470,776

GRANTS TO KATY ISD PROGRAMS FOR EDUCATIONAL PURPOSES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $754,753

Program Service Revenue $0

Investment Income $63,548

Other Revenue $-42,568

TOTAL REVENUE $775,733

Expense Breakdown

Grants Paid $470,776

Salaries & Benefits $229,655

Fundraising Expenses $0

Program Expenses $470,776

Other Expenses $85,703

TOTAL EXPENSES $786,134

Year-over-Year Comparison

	2024	2023	Change
Revenue	$775,733	$703,259	+0.1%
Expenses	$786,134	$626,754	+0.3%
Net Income	$-10,401	$76,505	-1.1%

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
ROBYN PYE	PRESIDENT	5.00	Officer Director	$0	$0	$0
KYLE STANZEL	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
YVONNE KERSHNER	TREASURER	5.00	Officer Director	$0	$0	$0
KEN GREGORSKI	EX-OFFICIO - SECRETARY	2.00	Director	$0	$0	$0
KARA ABRAMEIT	DIRECTOR	2.00	Director	$0	$0	$0
ERICA BRETTELL	DIRECTOR	2.00	Director	$0	$0	$0
KEIKO DAVIDSON	DIRECTOR	2.00	Director	$0	$0	$0
ADRIENNE DAVITZ	DIRECTOR	2.00	Director	$0	$0	$0
ALLISYN DECATUR	DIRECTOR	2.00	Director	$0	$0	$0
PAUL DICKENS	DIRECTOR	2.00	Director	$0	$0	$0
RICK ELLIS	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS GARCIA	DIRECTOR	2.00	Director	$0	$0	$0
ELYSE GUEVARA HARRIS	DIRECTOR	2.00	Director	$0	$0	$0
KAYCE HEINZ	DIRECTOR	2.00	Director	$0	$0	$0
SHANTANIA LOVING-LEGGINS	DIRECTOR	2.00	Director	$0	$0	$0
JESSICA MANSKE	DIRECTOR	2.00	Director	$0	$0	$0
KATE MARINACCI	DIRECTOR	2.00	Director	$0	$0	$0
CASEY MITCHELL	DIRECTOR	2.00	Director	$0	$0	$0
ELIZABETH NICKLAS	DIRECTOR	2.00	Director	$0	$0	$0
KATHLEEN RAM	DIRECTOR	2.00	Director	$0	$0	$0
JR RICHARDSON	DIRECTOR	2.00	Director	$0	$0	$0
KELLY RICHMAN	DIRECTOR	2.00	Director	$0	$0	$0
ELAINE ROBERTSON	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER ROYO	DIRECTOR	2.00	Director	$0	$0	$0
MATT SCHOMBURG	DIRECTOR	2.00	Director	$0	$0	$0
KRISTINA SHACKELFORD	DIRECTOR	2.00	Director	$0	$0	$0
BEN SIMISKEY	DIRECTOR	2.00	Director	$0	$0	$0
KENYATTA SIMMONS	DIRECTOR	2.00	Director	$0	$0	$0
MARSHA SMITH	DIRECTOR	2.00	Director	$0	$0	$0
MIKE VAN HOOZER	DIRECTOR	2.00	Director	$0	$0	$0
ANDREW VANA	DIRECTOR	2.00	Director	$0	$0	$0
DARCIE VLAHOS	DIRECTOR	2.00	Director	$0	$0	$0
JAMIE WOLMAN	DIRECTOR	2.00	Director	$0	$0	$0
SHELLEY KEATING	ONE-YEAR MEMBER	2.00	Director	$0	$0	$0
SARAH MCLEOD	ONE-YEAR MEMBER	2.00	Director	$0	$0	$0
KARENSA MURDICK	ONE-YEAR MEMBER	2.00	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	$775,733	$786,134	$1,751,779	$-10,401
2024	$703,259	$626,754	$1,658,547	$76,505
2023	$563,877	$482,081	$1,442,779	$81,796
2022	$494,840	$423,656	$1,264,851	$71,184
2021	$510,195	$432,109	$1,244,629	$78,086
2020	$458,768	$435,516	$935,321	$23,252
2019	$502,210	$409,745	$840,583	$92,465
2018	$723,529	$676,648	$729,197	$46,881