CALLISBURG ISD EDUCATIONAL FOUNDATION (EIN 933717337) - 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

2023

Principal Officer

KARON SULLIVANT

Tax Period

2023-09-01 to 2024-08-31

CALLISBURG ISD EDUCATIONAL FOUNDATION, founded in 2023, is a micro nonprofit in the Education sector that reported $88K in total revenue in fiscal year 2023. The organization ran a surplus of $65K, a strong 73% operating margin.

Mission

PARTNER WITH THE COMMUNITY TO PROVIDE RESOURCES TO ENRICH TEACHING, INSPIRE LEARNING AND MAXIMIZE INNOVATIVE OPPORTUNITIES FOR ALL STUDENTS IN THE CALLISBURG 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 (2023)

Revenue Breakdown

Contributions & Grants $75,961

Program Service Revenue $0

Investment Income $0

Other Revenue $12,280

TOTAL REVENUE $88,241

Expense Breakdown

Grants Paid $14,645

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $14,675

Other Expenses $8,770

TOTAL EXPENSES $23,415

Year-over-Year Comparison

	2023	2022	Change
Revenue	$88,241	N/A	N/A
Expenses	$23,415	N/A	N/A
Net Income	$64,826	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
DR CHRIS BRADSHAW	DIRECTOR	N/A	Director	$0	$0	$0
AUSTIN CALDWELL	DIRECTOR	N/A	Director	$0	$0	$0
DANA HERR	VP DEVELOPME	N/A	Officer Director	$0	$0	$0
JEAN HINES	DIRECTOR	N/A	Director	$0	$0	$0
HANNAH HOAGLAND	DIRECTOR	N/A	Director	$0	$0	$0
LARISSA LANCE	VP FINANCE	N/A	Officer Director	$0	$0	$0
WHITNEY LEMONS	SECRETARY	N/A	Officer Director	$0	$0	$0
KRISTEN PILCHER	VP EVENTS	N/A	Officer Director	$0	$0	$0
RHEA REED	DIRECTOR	N/A	Director	$0	$0	$0
MATT SALLER	DIRECTOR	N/A	Director	$0	$0	$0
AMBERLY SANBORN	DIRECTOR	N/A	Director	$0	$0	$0
KIM SEWELL	DIRECTOR	N/A	Director	$0	$0	$0
STEPHANIE STRIPLIN	DIRECTOR	N/A	Director	$0	$0	$0
KARON SULLIVANT	PRESIDENT	N/A	Officer Director	$0	$0	$0
JASON WEAVER	DIRECTOR	N/A	Director	$0	$0	$0
LAUREN WEAVER	DIRECTOR	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
2024	$88,241	$23,415	$64,826	$64,826

CALLISBURG ISD EDUCATIONAL FOUNDATION