Pine Tree Isd Education Foundation

Longview, TX · Public charity (501(c)(3)) · Education

✓ Tax-deductible Latest data FY2025
Revenue
$89K
▼ -14% vs prior year
Spent
$22K
To programs
87%
Net assets
$793K

Form 990 for the fiscal year ending August 2025 (IRS tax year 2024).

Status and standing

Tax-deductible?
Yes
Per the IRS master file.
Can I give now?
No revocation on IRS record
Not on the IRS revocation list.
Filing up to date?
Filed FY2024 (typical filing lag)
Foundation funders?
2 funders, incl. Trimas Foundation
$7K in the latest grant year.
Spent on programs?
87% to programs
Form 990 Part IX, latest filing.
Size and trend
<$100K
↓ -14% vs prior year
Legal name (IRS)Hdr · item CPine Tree Isd Education Foundation
EINHdr · item D42-1611225
Exempt statusHdr · item I501(c)(3) · active
Ruling yearIRS BMFMar 2005
Latest filingForm 990FY2025 · Form 990
Principal addressHdr · item CLongview, TX
NTEE classificationIRS BMFEducation (B12)
WebsiteHdr · item Jwww.ptisd.org/page/ptef.home

Where the money goes

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.87 Management & general $0.13 Fundraising $0.00
Program services87%$19K
Management & general13%$3K
Fundraising$100
Total functional expensesLn 25$22K

Financial health

Revenue & expenses by yearFY2020–FY2025
Revenue
$89K
FY2025▼ -14%
Expenses
$22K
FY2025▼ -25%
Program efficiency
87%
of spending reaches programs▲ +32% vs prior filing year
Operating runway
428.2mo
months of highly liquid reserves at operating expense rate▲ +53% vs prior filing year
Surplus margin
+75%
revenue over expenses, this year▲ +5% vs prior filing year

Summary of the Filing

Part I · fiscal year 2025 · Form 990
Total assets
$793K
FY2025▲ +14%
Total liabilities
$0
FY2025
Revenue less expensesPt I · Ln 19$67K
Total assetsPt X · Ln 16$793K
Program-expense ratioPt IX · col B87%
Voting members of governing bodyPt I · Ln 311
Independent voting membersPt I · Ln 411

Balance Sheet

Part X · end of year
CashLn 1$229K
Total assetsLn 16$793K
Total liabilitiesLn 26$0
Total net assetsLn 32$793K
Months of cash on handcomputed123.8

Statement of Revenue

Part VIII
Contributions & grants$87K · 98%
Investment income$19K · 21%
Contributions & grants98%$87K
Investment income21%$19K
Program service revenue$50
Total revenueLn 12$89K

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $793K · Operating expenses/yr $22K
428.2 months
Where the money goes
Program services
Program services $19K · Total expenses $22K
87%
Management & General
Management & general $3K · Total expenses $22K
13%
Fundraising
Fundraising $100 · Total expenses $22K
0.4%
Cost to raise $1
Fundraising expense (3-yr avg) $599 · Solicited contributions (3-yr avg) $90K
$0.01 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $87K · Total revenue $89K
98%
Government reliance
Government grants — · Total revenue $89K
—
Earned-income share
Program service revenue $50 · Total revenue $89K
0.06%
Investment reliance
Investment income $19K · Total revenue $89K
+21%
Program self-sufficiency
Program service revenue $50 · Total expenses $22K
0.2%
Growth & trend
Revenue growth (YoY)
This year $89K · Prior year $104K
-14%
Revenue CAGR
FY2019 $29K · FY2024 $89K
+25%
Net-asset trend (YoY)
End of year $793K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $89K · Expenses $22K
+75%
Liabilities-to-Assets
Total liabilities — · Total assets $793K
—
Net-asset ratio
Net assets $793K · Total assets $793K
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $564K · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $793K
71%
People & payroll
Highest Reported Total Compensation
Individual Melissa Gonzalez · Reported title FOUNDATION D · Highest reported compensation $0 · Total expenses $22K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) — · Total expenses $22K
—
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 87%——
Overhead ratio 13%——
Fundraising cost ratio 0.1%——
Revenue growth -14%——
Accounting fee ratio 6%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Leadership and pay

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Foundation D
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice Preside
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
See Pine Tree Isd Education Foundation executive salaries →

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Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a11
Independent voting membersPt VI · Ln 1b11
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Mission and programs

Supports and promotes educational programs for students and staff in Pine Tree Independent School District.

Provided by the organization

This section is blank until Pine Tree Isd Education Foundation claims this page.

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Mission & Programs · Part III

Where the work happens

2 program services account for $19K of program spending, described in the organization's own filed words · FY2024.
01

To provide grants to teachers at pine tree isd for innovative and creative educational programs and projects; to award scholarships to graduating seniors for higher education expenses.

$19Kprogram expense
02

PT honors reception- to celebrate teachers service to pine tree isd and to its students and to award teachers with grants and awards for their outstanding service

Pt IX · col B

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Funders

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 2 funders$7K
Grants paid · 2 grants · $29K · 2020–2022
Pine Tree IsdFY2022$16,241
Pine Tree IsdFY2020$12,573

Filing history

YearRevenueExpensesChangeFiling
FY2025 Latest Viewing $89K$22K-14% 990 PDF
FY2024 $104K$30K+24% 990 PDF
FY2023 $84K$27K+132% 990 PDF
FY2022 $36K—-67% 990 PDF
FY2021 $110K$25K+273% 990 PDF
FY2020 $29K— 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Not shown yet: ratings, outcomes, and peer benchmarks. A Form 990 doesn’t report them.

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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