KATY ISD EDUCATION FOUNDATION (EIN 800732375) - 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

2011

Legal Domicile

Principal Officer

YVONNE KERSHNER

Phone

2813962321

Tax Period

2023-09-01 to 2024-08-31

KATY ISD EDUCATION FOUNDATION, founded in 2011, is a small nonprofit in the Education sector that reported $703K in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $627K left a modest 11% surplus.

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.

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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 $666,656

Program Service Revenue $0

Investment Income $63,893

Other Revenue $-27,290

TOTAL REVENUE $703,259

Expense Breakdown

Grants Paid $437,771

Salaries & Benefits $124,470

Fundraising Expenses $0

Program Expenses $437,771

Other Expenses $64,513

TOTAL EXPENSES $626,754

Year-over-Year Comparison

	2023	2022	Change
Revenue	$703,259	$563,877	+0.2%
Expenses	$626,754	$482,081	+0.3%
Net Income	$76,505	$81,796	-0.1%

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
MATT SCHOMBURG	PRESIDENT	5.00	Officer Director	$0	$0	$0
ROBYN PYE	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
KYLE STANZEL	TREASURER	5.00	Officer Director	$0	$0	$0
ALLISYN DECATUR	DIRECTOR	2.00	Director	$0	$0	$0
ANDREW VANA	DIRECTOR	2.00	Director	$0	$0	$0
CASEY MITCHELL	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS GARCIA	DIRECTOR	2.00	Director	$0	$0	$0
DANIELE SROUR	ONE-YEAR MEMBER	2.00	Director	$0	$0	$0
DARCIE VLAHOS	DIRECTOR	2.00	Director	$0	$0	$0
ELAINE ROBERTSON	DIRECTOR	2.00	Director	$0	$0	$0
ELIZABETH NICKLAS	DIRECTOR	2.00	Director	$0	$0	$0
JR RICHARDSON	DIRECTOR	2.00	Director	$0	$0	$0
JAMIE WOLMAN	DIRECTOR	2.00	Director	$0	$0	$0
JEFF POOLE	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER ROYO	DIRECTOR	2.00	Director	$0	$0	$0
JESSICA MANSKE	DIRECTOR	2.00	Director	$0	$0	$0
KARI BLACKMAN	DIRECTOR	2.00	Director	$0	$0	$0
KATE MARINACCI	DIRECTOR	2.00	Director	$0	$0	$0
KAYCE HEINZ	DIRECTOR	2.00	Director	$0	$0	$0
KEIKO DAVIDSON	DIRECTOR	2.00	Director	$0	$0	$0
KEN GREGORSKI	EX-OFFICER-SECRETARY	2.00	Director	$0	$0	$0
KENYATTA SIMMONS	DIRECTOR	2.00	Director	$0	$0	$0
KIM COOMBER-HALLUM	DIRECTOR	2.00	Director	$0	$0	$0
KRISTINA SHACKELFORD	DIRECTOR	2.00	Director	$0	$0	$0
MARSHA SMITH	DIRECTOR	2.00	Director	$0	$0	$0
MARTA VASEL	DIRECTOR	2.00	Director	$0	$0	$0
MIKE VAN HOOZER	DIRECTOR	2.00	Director	$0	$0	$0
NICK VELASQUEZ	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
SHANTANIA LOVING-LEGGINS	DIRECTOR	2.00	Director	$0	$0	$0
SHELLEY KEATING	ONE-YEAR MEMBER	2.00	Director	$0	$0	$0
TREY LANDERS	DIRECTOR	2.00	Director	$0	$0	$0
YVONNE KERSHNER	DIRECTOR	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
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

KATY ISD EDUCATION FOUNDATION