Gilbert Education Foundation Inc

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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

2025-01-01 to 2025-12-31

Gilbert Education Foundation Inc, founded in 2001, is a small nonprofit in the Education sector that reported $271K in total revenue in fiscal year 2025. Revenue fell 52% from the prior year — a significant decline worth monitoring. Expenses of $305K exceeded revenue, resulting in a 12% operating deficit.

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.

Program Service Accomplishments

Program 1

Expenses: $57,557

Scholarship and Varsity Letter in Volunteerism Program(s): Our Scholarship and Varsity Letter in Volunteerism Programs are dedicated to supporting the educational aspirations of high school seniors and fostering a culture of community service among students in the Gilbert Public School District (GPS). Scholarships are awarded to high school seniors, enabling them to pursue higher education or vocational training. Additionally, we provide funding for educators professional development, ensuring they have the resources they need to excel in their roles. The foundation actively raises funds to support scholarships and manages donor scholarships, offering individuals and organizations the opportunity to create a lasting legacy through the gift of education. The Varsity Letter in Volunteerism component of our program encourages GPS students in grades 9 through 12 to engage in community service. By volunteering their time, students not only contribute to the betterm

Program 2

Expenses: $52,644

Innovation grants: Our program provides educators with grants of up to $1,500 to support innovative technology, equipment, specialized curricula, programs, and enrichment activities. These grants aim to alleviate budget constraints within the district while maximizing the impact on student learning and engagement.

Program 3

Expenses: $50,509

Education Enrichment Program Gilbert Education Foundations Education Enrichment program supports a wide range of initiatives designed to enhance the educational experience across Gilbert Public...

Education Enrichment Program Gilbert Education Foundations Education Enrichment program supports a wide range of initiatives designed to enhance the educational experience across Gilbert Public Schools. This includes funding for district health and wellness initiatives, support animals on campuses, the annual GPS Employee of the Year reception, support for district-wide classified and certified staff, and campus-specific enrichment needs not covered by standard budgets.

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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 (2025)

Revenue Breakdown

Contributions & Grants $259,246

Program Service Revenue $0

Investment Income $11,771

Other Revenue $0

TOTAL REVENUE $271,017

Expense Breakdown

Grants Paid $0

Salaries & Benefits $97,107

Fundraising Expenses $28,732

Program Expenses $247,373

Other Expenses $37,444

TOTAL EXPENSES $304,816

Year-over-Year Comparison

	2025	2024	Change
Revenue	$271,017	$560,721	-0.5%
Expenses	$304,816	$503,746	-0.4%
Net Income	$-33,799	$56,975	-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

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
Jessie Brainard	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
2025	$271,017	$304,816	$410,921	$-33,799
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