THE 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

JARED BIRCHALL

Phone

7372356956

Tax Period

2022-07-01 to 2023-06-30

THE FOUNDATION, founded in 2021, is a major nonprofit in the Education sector that reported $100.1M in total revenue in fiscal year 2022. The organization ran a surplus of $100.1M, a strong 100% operating margin.

Mission

THE FOUNDATION INTENDS TO CREATE AN INDEPENDENT PRIMARY AND SECONDARY SCHOOL AND, ULTIMATELY, A UNIVERSITY DEDICATED TO EDUCATION AT THE HIGHEST LEVEL.

Program Service Accomplishments

Program 1

Expenses: $1,589

THE FOUNDATION IS IN THE PROCESS OF OPENING AN UPPER AND LOWER ELEMENTARY SCHOOL IN BASTROP, TEXAS FOCUSED ON TEACHING STEM SUBJECTS AND OTHER RELATED TOPICS. THE SCHOOL IS CURRENTLY PROJECTED TO...

THE FOUNDATION IS IN THE PROCESS OF OPENING AN UPPER AND LOWER ELEMENTARY SCHOOL IN BASTROP, TEXAS FOCUSED ON TEACHING STEM SUBJECTS AND OTHER RELATED TOPICS. THE SCHOOL IS CURRENTLY PROJECTED TO OPEN IN AUGUST 2024. THE SCHOOL'S PRIMARY FUNCTION WILL BE FORMAL INSTRUCTION AND CURRICULUM BY A REGULAR FACULTY TO A REGULARLY ENROLLED STUDENT BODY IN BASTOP, TEXAS. DISTANCE LEARNERS MAY BE INCLUDED IN THE FUTURE. THE SCHOOL'S CURRENT CAPACITY IS APPROXIMATELY 54 STUDENTS, AND IT PLANS TO EXPAND BASED ON THE NEEDS OF THE LOCAL COMMUNITY AND ON A TIMELINE THAT PROVIDES FOR QUALITY EDUCATION AND OVERALL EXPERIENCE.

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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 (2022)

Revenue Breakdown

Contributions & Grants $99,941,380

Program Service Revenue $0

Investment Income $168,978

Other Revenue $1

TOTAL REVENUE $100,110,359

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,589

Other Expenses $25,385

TOTAL EXPENSES $25,385

Year-over-Year Comparison

	2022	2021	Change
Revenue	$100,110,359	N/A	N/A
Expenses	$25,385	N/A	N/A
Net Income	$100,084,974	N/A	N/A

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
JARED BIRCHALL	PRESIDENT	1.00	Officer Director	$0	$0	$0
RONALD GONG	SECRETARY	1.00	Officer Director	$0	$0	$0
TERESA HOLLAND	TREASURER	1.00	Officer Director	$0	$0	$0
STEVEN CHIDESTER	TRUSTEE	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$100,110,359	$25,385	$202,982,507	$100,084,974