PIEDMONT EDUCATION FOUNDATION

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1975

Legal Domicile

Principal Officer

HEATHER FRANK

Phone

5106531816

Tax Period

2024-07-01 to 2025-06-30

PIEDMONT EDUCATION FOUNDATION, founded in 1975, is a community nonprofit in the Education sector that reported $4.9M in total revenue in fiscal year 2024. Net assets of $15.3M represent 38 months of operating reserves.

Mission

TO PROVIDE SUSTAINED FINANCIAL SUPPORT TO PIEDMONT SCHOOLS THROUGH FUNDRAISING AND COMMUNITY ENGAGEMENT.

Program Service Accomplishments

Program 1

Expenses: $4,424,753 Revenue: $21,116

GRANTS TO THE PIEDMONT UNIFIED SCHOOL DISTRICT TO PROVIDE PROGRAMS, SERVICES, AND ACTIVITIES THAT THE SCHOOL DISTRICT CANNOT PROVIDE FOR IN ITS BUDGET. GRANTS TO ORGANIZATIONS THAT THE PIEDMONT...

GRANTS TO THE PIEDMONT UNIFIED SCHOOL DISTRICT TO PROVIDE PROGRAMS, SERVICES, AND ACTIVITIES THAT THE SCHOOL DISTRICT CANNOT PROVIDE FOR IN ITS BUDGET. GRANTS TO ORGANIZATIONS THAT THE PIEDMONT EDUCATION FOUNDATION HAS ELECTED TO SPONSOR.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,051,553

Program Service Revenue $21,116

Investment Income $498,927

Other Revenue $281,708

TOTAL REVENUE $4,853,304

Expense Breakdown

Grants Paid $4,217,956

Salaries & Benefits $306,646

Fundraising Expenses $214,385

Program Expenses $4,424,753

Other Expenses $306,788

TOTAL EXPENSES $4,831,390

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,853,304	$4,934,717	0.0%
Expenses	$4,831,390	$4,419,285	+0.1%
Net Income	$21,914	$515,432	-1.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

110

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

$165,801

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARA DAVISON DEVRIES	CO CHAIR	2.00	Officer Director	$0	$0	$0
DANA LUNG	CO CHAIR	2.00	Officer Director	$0	$0	$0
CHAD OLCOTT	VICE CHAIR	2.00	Officer Director	$0	$0	$0
BRIDGET SCHREIBER	TREASURER	2.00	Officer Director	$0	$0	$0
MARCO GONZALEZ-NAVARRO	SECRETARY	2.00	Officer Director	$0	$0	$0
TONYA ANTONUCCI	IMMEDIATE PAST CHAIR	2.00	Director	$0	$0	$0
ADAM FISHMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
JADE CAMERON	BOARD MEMBER	2.00	Director	$0	$0	$0
ZEENA FAKOURY	BOARD MEMBER	2.00	Director	$0	$0	$0
RITA FABI	BOARD MEMBER	2.00	Director	$0	$0	$0
AMELIE KAPPES	BOARD MEMBER	2.00	Director	$0	$0	$0
MOLLY LLOYD	BOARD MEMBER	2.00	Director	$0	$0	$0
MICHAEL GROSS	BOARD MEMBER	2.00	Director	$0	$0	$0
KIM HUNTER	BOARD MEMBER	2.00	Director	$0	$0	$0
CATIE OSBORN	BOARD MEMBER	2.00	Director	$0	$0	$0
PAT KELLER	BOARD MEMBER	2.00	Director	$0	$0	$0
JUDY LIN	BOARD MEMBER	2.00	Director	$0	$0	$0
DANA MURRAY	BOARD MEMBER	2.00	Director	$0	$0	$0
ASHISH PATEL	BOARD MEMBER	2.00	Director	$0	$0	$0
SARAH PEARSON	BOARD MEMBER	2.00	Director	$0	$0	$0
RICK RAUSHENBUSH	BOARD MEMBER	2.00	Director	$0	$0	$0
JULIA RUTHVEN	BOARD MEMBER	2.00	Director	$0	$0	$0
TOM SNYDER	BOARD MEMBER	2.00	Director	$0	$0	$0
JENNIE STOMBERG	BOARD MEMBER	2.00	Director	$0	$0	$0
RICH THOMPSON	BOARD MEMBER	2.00	Director	$0	$0	$0
NAGISA YAMAMOTO	BOARD MEMBER	2.00	Director	$0	$0	$0
MAX ROMAN	BOARD MEMBER (THRU DEC 2024)	2.00	Director	$0	$0	$0
HEATHER FRANK	EXECUTIVE DIRECTOR	40.00	Officer	$159,034	$6,767	$165,801

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	$4,853,304	$4,831,390	$15,309,057	$21,914
2024	No data	No data	No data	No data
2023	$4,365,711	$4,344,291	$13,516,564	$21,420
2022	$4,571,932	$3,493,884	$12,935,136	$1,078,048
2021	$3,686,859	$3,930,418	$13,462,754	$-243,559
2020	$3,841,454	$3,708,256	$11,730,033	$133,198
2019	$4,025,037	$3,432,981	$11,262,883	$592,056
2018	$3,536,789	$2,939,098	$10,320,284	$597,691
2017	$3,378,071	$3,432,004	$9,568,791	$-53,933