PASCO EDUCATION FOUNDATION (EIN 912125973) - 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

Legal Domicile

Principal Officer

JOHN MORGAN

Phone

5095470544

Tax Period

2024-01-01 to 2024-12-31

PASCO EDUCATION FOUNDATION is a small nonprofit in the Education sector that reported $133K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $48K, a strong 36% operating margin.

Mission

TO PROMOTE, DEVELOP, AND ENCOURAGE PUBLIC SUPPORT OF THE PASCO SCHOOL DISTRICT. TO PROVIDE GIFTS, GRANTS, AND BEQUESTS FOR THE USE OR BENEFIT OF THE PASCO SCHOOL DISTRICT AND ITS STUDENTS. GIFTS, GRANTS, AND BEQUESTS ARE PROVIDED BASED UPON ACHIEVEMENT AND NEED.

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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 $101,222

Program Service Revenue $0

Investment Income $15,480

Other Revenue $16,653

TOTAL REVENUE $133,355

Expense Breakdown

Grants Paid $58,200

Salaries & Benefits $0

Fundraising Expenses $11,575

Program Expenses $59,775

Other Expenses $27,049

TOTAL EXPENSES $85,249

Year-over-Year Comparison

	2024	2023	Change
Revenue	$133,355	$116,946	+0.1%
Expenses	$85,249	$78,467	+0.1%
Net Income	$48,106	$38,479	+0.3%

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
LINDA CLARK	DIRECTOR	N/A	Director	$0	$0	$0
ROB CLARK	DIRECTOR	N/A	Director	$0	$0	$0
GLENDA CLOUD	DIRECTOR	N/A	Director	$0	$0	$0
DENNIS MAGUIRE	DIRECTOR	N/A	Director	$0	$0	$0
NEDDY MARTINEZ	DIRECTOR	N/A	Director	$0	$0	$0
JOHN MORGAN	PRESIDENT	N/A	Director	$0	$0	$0
SANDRA MORGAN	DIRECTOR	N/A	Director	$0	$0	$0
BILL PENNELL	DIRECTOR	N/A	Director	$0	$0	$0
DAVINA PINK	DIRECTOR	N/A	Director	$0	$0	$0
SHANNON POWERS	DIRECTOR	N/A	Director	$0	$0	$0
JULIE STADELMAN	DIRECTOR	N/A	Director	$0	$0	$0
MELANIE WOOD	DIRECTOR	N/A	Director	$0	$0	$0
SUSAN BAUMANN	PRESIDENT	N/A	Officer	$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	$133,355	$85,249	$423,891	$48,106
2023	$116,946	$78,467	$375,786	$38,479
2022	$89,456	$71,558	$337,307	$17,898
2021	$35,433	$56,100	$319,410	$-20,667
2020	$70,302	$73,692	$340,077	$-3,390
2019	$104,982	$62,286	$324,878	$42,696
2018	$99,615	$66,651	$255,385	$32,964

PASCO EDUCATION FOUNDATION