IDALOU EDUCATION 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

2021

Legal Domicile

Principal Officer

ASHTON WALDEN

Phone

8062413917

Tax Period

2024-09-01 to 2025-08-31

IDALOU EDUCATION FOUNDATION, founded in 2021, is a small nonprofit in the Education sector that reported $125K in total revenue in fiscal year 2024. Revenue decreased 20% compared to the prior year. Expenses of $111K left a modest 11% surplus.

Mission

PROVIDE SUPPLEMENTAL SUPPORT AND EDUCATIONAL OPPORTUNITIES TO STUDENTS OF IDALOU INDEPENDENT SCHOOL DISTRICT, INCLUDING EFFORTS TO INCREASE STUDENT SUCCESS IN LEARNING AND PREPARATION FOR HIGHER EDUCATION AND THE WORKFORCE.

Program Service Accomplishments

Program 1

Expenses: $100,243

PROVIDE FUNDS AND ADDITIONAL EDUCATIONAL TOOLS FOR STUDENTS AT IDALOU ISD.

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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 $191,410

Program Service Revenue $0

Investment Income $781

Other Revenue $-67,281

TOTAL REVENUE $124,910

Expense Breakdown

Grants Paid $100,243

Salaries & Benefits $0

Fundraising Expenses $2,444

Program Expenses $108,495

Other Expenses $10,696

TOTAL EXPENSES $110,939

Year-over-Year Comparison

	2024	2023	Change
Revenue	$124,910	$156,007	-0.2%
Expenses	$110,939	$146,848	-0.2%
Net Income	$13,971	$9,159	+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

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
ASHTON WALDEN	PRESIDENT	N/A	Officer Director	$0	$0	$0
MARI MOYERS	SECRETARY	N/A	Officer Director	$0	$0	$0
KATIE HENDLEY	VP - PROGRAM	N/A	Officer Director	$0	$0	$0
P JAY MERRELL	MEMBER	N/A	Director	$0	$0	$0
WHITNEY WALDEN	VP - MARKETI	N/A	Officer Director	$0	$0	$0
BYRON KENNEDY	VP - DEVELOP	N/A	Officer Director	$0	$0	$0
KATIE FORTENBERRY	VP - FINANCE	N/A	Officer Director	$0	$0	$0
KARI BRYANT	MEMBER	N/A	Director	$0	$0	$0
JENNA HEFLIN	MEMBER	N/A	Director	$0	$0	$0
WHITNEY MADISON	MEMBER	N/A	Director	$0	$0	$0
SHELLY MERRELL	MEMBER	N/A	Director	$0	$0	$0
PENNY MODISETTE	MEMBER	N/A	Director	$0	$0	$0
MORGAN STRICKLIN	MEMBER	N/A	Director	$0	$0	$0
SETH HOLSEY	MEMBER	N/A	Director	$0	$0	$0
JODY DENNIS	MEMBER	N/A	Director	$0	$0	$0
ASHLEY HOUCHIN	MEMBER	N/A	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	$124,910	$110,939	$190,510	$13,971
2024	$156,007	$146,848	$176,539	$9,159
2023	$184,553	$40,747	$167,380	$143,806
2022	$109,087	$85,513	$23,574	$23,574