FREDERICKSBURG ISD EDUCATION FOUNDATION (EIN 825436079) - 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

2018

Legal Domicile

Principal Officer

KELLY ELLEBRACHT

Phone

8309986715

Tax Period

2024-01-01 to 2024-12-31

FREDERICKSBURG ISD EDUCATION FOUNDATION, founded in 2018, is a small nonprofit in the Education sector that reported $633K in total revenue in fiscal year 2024. Revenue surged 57% from the prior year, signaling strong growth momentum. Expenses of $547K left a modest 14% surplus.

Mission

PARTNER WITH OUR COMMUNITY TO SUPPORT AND DELIVER EDUCATIONAL EXCELLENCE FOR THE FREDERICKSBURG 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 (2024)

Revenue Breakdown

Contributions & Grants $622,655

Program Service Revenue $0

Investment Income $10,813

Other Revenue $0

TOTAL REVENUE $633,468

Expense Breakdown

Grants Paid $472,765

Salaries & Benefits $0

Fundraising Expenses $39,957

Program Expenses $488,033

Other Expenses $74,352

TOTAL EXPENSES $547,117

Year-over-Year Comparison

	2024	2023	Change
Revenue	$633,468	$403,584	+0.6%
Expenses	$547,117	$344,944	+0.6%
Net Income	$86,351	$58,640	+0.5%

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
TONY DICUFFA	MEMBER AT LARGE	2.00	Director	$0	$0	$0
LESLIE KRIEG	VP DEVELOPMENT	2.00	Officer Director	$0	$0	$0
ALLISON MCDADE	BOARD MEMBER	2.00	Director	$0	$0	$0
SARAH WASHBURNE	BOARD MEMBER	2.00	Director	$0	$0	$0
AMANDA STEVENS	BOARD MEMBER	2.00	Director	$0	$0	$0
KELLY ELLEBRACHT	PRESIDENT	5.00	Officer Director	$0	$0	$0
SHELEE PADGETT	VP MARKETING	2.00	Officer Director	$0	$0	$0
JAMIE DUECKER	VP FINANCE	3.00	Officer Director	$0	$0	$0
ANDREW SIDES	BOARD MEMBER	2.00	Director	$0	$0	$0
ASHLEY FITZSIMMONS	BOARD MEMBER	2.00	Director	$0	$0	$0
CASIE WARD	VP OF EVENTS	2.00	Officer Director	$0	$0	$0
NATALIE BOWMAN	SECRETARY	3.00	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
2024	$633,468	$547,117	$382,795	$86,351
2023	$403,584	$344,944	$272,319	$58,640
2022	$245,256	$221,863	$213,679	$23,393
2020	$259,506	$174,835	$144,863	$84,671

FREDERICKSBURG ISD EDUCATION FOUNDATION