BISD EDUCATION FOUNDATION (EIN 830400404) - 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

2004

Legal Domicile

Principal Officer

AMY EHLERT

Phone

9792776137

Tax Period

2024-01-01 to 2024-12-31

BISD EDUCATION FOUNDATION, founded in 2004, is a small nonprofit in the Education sector that reported $169K in total revenue in fiscal year 2024. Revenue surged 51% from the prior year, signaling strong growth momentum. Expenses of $150K left a modest 11% surplus.

Mission

ORGANIZED FOR EDUCATIONAL PURPOSES TO HELP WITH ENRICHMENT OF VARIOUS EDUCATIONAL SCHOOL PROGRAMS.

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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 $99,828

Program Service Revenue $0

Investment Income $1,731

Other Revenue $67,925

TOTAL REVENUE $169,484

Expense Breakdown

Grants Paid $148,003

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $148,003

Other Expenses $2,329

TOTAL EXPENSES $150,332

Year-over-Year Comparison

	2024	2023	Change
Revenue	$169,484	$111,879	+0.5%
Expenses	$150,332	$145,962	+0.0%
Net Income	$19,152	$-34,083	-1.6%

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

N/A

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
KYLE MERTEN	PRESIDENT	2.00	Officer Director	$0	$0	$0
ANTHONY JASINSKI	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
AMY EHLERT	TREASURER	2.00	Officer Director	$0	$0	$0
BROOKE TRAHAN	SECRETARY	2.00	Officer Director	$0	$0	$0
GENNA LECHLER	BOARD MEMBER	1.00	Director	$0	$0	$0
MATT WELLMANN	BOARD MEMBER	1.00	Director	$0	$0	$0
CARL PRIHODA	BOARD MEMBER	1.00	Director	$0	$0	$0
TINA HENDERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
BONNIE BRINKMEYER	BOARD MEMBER	1.00	Director	$0	$0	$0
KATIE BURCH	BOARD MEMBER	1.00	Director	$0	$0	$0
MALLORY EHLERT	BOARD MEMBER	1.00	Director	$0	$0	$0
NATALIE LANGE	BOARD MEMBER	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
2024	$169,484	$150,332	$85,004	$19,152

BISD EDUCATION FOUNDATION