Gilbert Education Foundation Inc (EIN 861023126) - 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

2001

Legal Domicile

Phone

4802395117

Tax Period

2024-01-01 to 2024-12-31

Gilbert Education Foundation Inc, founded in 2001, is a small nonprofit in the Education sector that reported $561K in total revenue in fiscal year 2024. Revenue surged 35% from the prior year, signaling strong growth momentum. Expenses of $504K left a modest 10% surplus.

Mission

The mission of the Gilbert Education Foundation is to enrich, support and promote innovation for the students and teachers of the Gilbert 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 $556,021

Program Service Revenue $0

Investment Income $4,700

Other Revenue $0

TOTAL REVENUE $560,721

Expense Breakdown

Grants Paid $0

Salaries & Benefits $89,924

Fundraising Expenses $27,151

Program Expenses $447,773

Other Expenses $37,340

TOTAL EXPENSES $503,746

Year-over-Year Comparison

	2024	2023	Change
Revenue	$560,721	$416,736	+0.3%
Expenses	$503,746	$287,975	+0.7%
Net Income	$56,975	$128,761	-0.6%

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

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
Lori Gauna	President	2.00	Director	$0	$0	$0
Serena English	Secretary	2.00	Director	$0	$0	$0
Kim McAlevy	Treasurer	2.00	Director	$0	$0	$0
Aaron Salvo	Director	1.00	Director	$0	$0	$0
Robert Ramos	Director	1.00	Director	$0	$0	$0
Shane McCord	Ex Officio Director	1.00	Director	$0	$0	$0
Ronda Paige	Ex Officio 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
2024	$560,721	$503,746	$444,720	$56,975
2023	$416,736	$287,975	$389,161	$128,761
2022	$301,961	$271,913	$260,400	$30,048
2021	$214,753	$193,062	$239,647	$21,691
2020	$231,221	$150,273	$216,147	$80,948
2018	$202,164	$216,923	$130,579	$-14,759

Gilbert Education Foundation Inc