PLEASANTS COMMUNITY FOUNDATION INC (EIN 141917606) - 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

2005

Legal Domicile

Phone

3046843082

Tax Period

2024-01-01 to 2024-12-31

PLEASANTS COMMUNITY FOUNDATION INC, founded in 2005, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.7M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $1.3M, a strong 77% operating margin.

Mission

BUILDING CHARITABLE FUNDS THAT SUPPORT COMMUNITY NEEDS AND OPPORTUNITIES.

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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 $0

Program Service Revenue $1,304,811

Investment Income $372,708

Other Revenue $0

TOTAL REVENUE $1,677,519

Expense Breakdown

Grants Paid $290,696

Salaries & Benefits $21,530

Fundraising Expenses $0

Program Expenses $290,696

Other Expenses $66,673

TOTAL EXPENSES $378,899

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,677,519	$1,783,136	-0.1%
Expenses	$378,899	$300,573	+0.3%
Net Income	$1,298,620	$1,482,563	-0.1%

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

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
GARY LOUGHNER	SECRETARYTREASURER	0.25	Officer Director	$0	$0	$0
DIANNA LEWIS	PRESIDENT	1.00	Officer Director	$0	$0	$0
FRANK ENNIS	VICE PRESIDENT	0.25	Officer Director	$0	$0	$0
JESSICA RUPERT	DIRECTOR	0.25	Director	$0	$0	$0
KATHLEEN ERTZ	DIRECTOR	0.25	Director	$0	$0	$0
SAM YOHO	DIRECTOR	0.25	Director	$0	$0	$0
MARY HOOPER SNYDER	DIRECTOR	0.25	Director	$0	$0	$0
SHERI FLEEGLE	EXECUTIVE DIRECTOR	20.00	Key Emp	$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	$1,677,519	$378,899	$6,271,184	$1,298,620
2023	$1,783,136	$300,573	$5,116,674	$1,482,563
2022	$617,349	$189,008	$3,138,554	$428,341
2021	$476,716	$209,878	$3,558,131	$266,838
2020	$401,401	$194,829	$3,247,640	$206,572
2019	$286,860	$193,746	$3,180,034	$93,114
2018	$280,529	$179,524	$2,736,159	$101,005

PLEASANTS COMMUNITY FOUNDATION INC