Tomball Education Foundation (EIN 822616444) - 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

2020

Legal Domicile

Principal Officer

Frank Hicks

Phone

7135823528

Tax Period

2023-09-01 to 2024-08-31

Tomball Education Foundation, founded in 2020, is a small nonprofit in the Education sector that reported $211K in total revenue in fiscal year 2023.

Mission

Provide grants for educational purposes to benefit the Tomball Independent School District

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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 $208,833

Program Service Revenue $0

Investment Income $2,300

Other Revenue $0

TOTAL REVENUE $211,133

Expense Breakdown

Grants Paid $125,430

Salaries & Benefits $0

Fundraising Expenses $51,939

Program Expenses $141,992

Other Expenses $28,120

TOTAL EXPENSES $205,489

Year-over-Year Comparison

	2023	2022	Change
Revenue	$211,133	$196,331	+0.1%
Expenses	$205,489	N/A	N/A
Net Income	$5,644	$196,331	-1.0%

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

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
Amanda Bass	President	4.00	Officer	$0	$0	$0
John McStravick	Director at large	0.05	Officer	$0	$0	$0
Frank Hicks	Treasurer	1.50	Officer	$0	$0	$0
Ashley Bearden	Marketing/events	1.50	Director	$0	$0	$0
Valerie Petrezelka	Programs	1.50	Director	$0	$0	$0
Tyler Torres	Development	1.00	Director	$0	$0	$0
Brittany Gutierrez	District Liason	0.00	Director	$0	$0	$0
Katie Clayton	Boardmember	0.50	Director	$0	$0	$0
April Halpin	Boardmember	1.00	Director	$0	$0	$0
Janna Hoglund	Boardmember	0.50	Director	$0	$0	$0
Michelle Hornes	Boardmember	0.50	Director	$0	$0	$0
Marci Lee	Boardmember	0.50	Director	$0	$0	$0
Kelly Marchiando	Boardmember	1.00	Director	$0	$0	$0
Rob Marmerstein	Boardmember	0.50	Director	$0	$0	$0
Amber Slaughter	Boardmember	1.00	Director	$0	$0	$0
Barbara Coleman	Boardmember	0.50	Director	$0	$0	$0
Bob Fontenot	Boardmember	1.00	Director	$0	$0	$0
Kristi Goodman	Boardmember	1.00	Director	$0	$0	$0
Bruce Hillegeist	Boardmember	1.00	Director	$0	$0	$0
Kristy McCoy	Boardmember	1.00	Director	$0	$0	$0
Darrell McReynolds	Boardmember	1.00	Director	$0	$0	$0
Tamieka Tavares	Boardmember	0.50	Director	$0	$0	$0
Patrick Beecher	Boardmember	0.50	Director	$0	$0	$0
Kagan Bosworth	Boardmember	0.50	Director	$0	$0	$0
Traci Klein	Boardmember	0.50	Director	$0	$0	$0
Landon Reed	Boardmember	0.50	Director	$0	$0	$0
Becky Bohannan	Boardmember	0.50	Director	$0	$0	$0
Daisy Cone	Boardmember	0.50	Director	$0	$0	$0
Naheshae Davis	Boardmember	0.50	Director	$0	$0	$0
Shea Hemker	Boardmember	0.50	Director	$0	$0	$0
Blaire Koehl	Boardmember	0.50	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	$211,133	$205,489	$352,519	$5,644

Tomball Education Foundation