Mesa Public Schools 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

1986

Legal Domicile

Principal Officer

Casandra McCray

Phone

4804720524

Tax Period

2024-07-01 to 2025-06-30

Mesa Public Schools Foundation, founded in 1986, is a small nonprofit in the Education sector that reported $747K in total revenue in fiscal year 2024. Revenue surged 125% from the prior year, signaling strong growth momentum. The organization ran a surplus of $306K, a strong 41% operating margin.

Mission

The Mesa Public Schools Foundation (Foundation) operates as a support entity to the Mesa Unified School District No. 4. The Foundation is a broadly based non-profit community organization whose purpose is exclusively educational and charitable, and is used to secure and distribute contributions for the benefit of students enrolled and adults working in the mesa Unified School District.

Program Service Accomplishments

Program 1

Expenses: $343,773

Mesa Public Schools Gifts and Grants program receives a block of funds from the Foundation at the beginning of the school year and distributes the funds through mini-grants. Teachers have access to these funds by completing a grant application and funds are awarded after a careful review. Assistance in educating Mesa Public School students is the most appropriate use of these funds. Approximately 20,000 students at over 30 schools benefited through inovation grants and Boeing grant in the 2024 school year. Another 80 teachers amd 245 bus drivers benefitted from the recognition programs related to the mini-grants.

Program 2

Expenses: $19,988

Contributions for special programs to provide school children with books, eyeglasses and other supplies. Approximately 800 students benefitted from these funds.

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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 $564,984

Program Service Revenue $0

Investment Income $87,537

Other Revenue $94,660

TOTAL REVENUE $747,181

Expense Breakdown

Grants Paid $335,878

Salaries & Benefits $79,664

Fundraising Expenses $47,798

Program Expenses $363,761

Other Expenses $26,101

TOTAL EXPENSES $441,643

Year-over-Year Comparison

	2024	2023	Change
Revenue	$747,181	$332,764	+1.2%
Expenses	$441,643	$226,502	+0.9%
Net Income	$305,538	$106,262	+1.9%

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

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
Holly Williams	President	1.00	Officer Director	$0	$0	$0
Mindy Baggett	Director	1.00	Director	$0	$0	$0
Casandra McCray	Treasurer	1.00	Officer Director	$0	$0	$0
Juanita Harris	Vice President	1.00	Officer Director	$0	$0	$0
Dawn Giles	Director	1.00	Officer Director	$0	$0	$0
John Dowd	Director	1.00	Director	$0	$0	$0
Tawnya Collard	Director	1.00	Director	$0	$0	$0
Marcie Hutchinson	Director	1.00	Director	$0	$0	$0
Vispi Karanjia	Director	1.00	Director	$0	$0	$0
Jim Lamb	Director	1.00	Director	$0	$0	$0
Marlo Loria	Director	1.00	Director	$0	$0	$0
Kaila Lavin	Director	1.00	Director	$0	$0	$0
Steven Poulin	Director	1.00	Director	$0	$0	$0
Taylor Perkins	Director	1.00	Director	$0	$0	$0
Valerie Brotherson	Director	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
2025	$747,181	$441,643	$2,014,766	$305,538
2024	$332,764	$226,502	$1,355,092	$106,262
2023	$237,025	$187,938	$1,133,177	$49,087
2022	$297,837	$234,067	$1,039,826	$63,770
2021	$196,637	$222,863	$1,125,678	$-26,226
2020	$253,189	$164,021	$951,945	$89,168
2019	$217,178	$201,972	$877,334	$15,206