PORTAGE AREA COMMUNITY CHARITABLE TRUST (EIN 146268845) - Form 990 Financial Analysis & Trantor Score

🔒

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

2005

Legal Domicile

Principal Officer

RICHARD JACOBSON

Phone

6087428841

Tax Period

2024-07-01 to 2025-06-30

PORTAGE AREA COMMUNITY CHARITABLE TRUST, founded in 2005, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $149K in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $76K, a strong 51% operating margin.

Mission

THE PURPOSE OF THE TRUST IS TO RECEIVE AND ACCEPT PROPERTY TO BE ADMINISTERED EXCLUSIVELY FOR CHARITABLE PURPOSES, PRIMARLY IN, AND FOR THE BENEFIT OF THE PEOPLE OF THE METROPOLITAN AREA OF PORTAGE, WI.

🔒

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 $130,349

Program Service Revenue $0

Investment Income $18,371

Other Revenue $0

TOTAL REVENUE $148,720

Expense Breakdown

Grants Paid $63,718

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $67,333

Other Expenses $8,505

TOTAL EXPENSES $72,223

Year-over-Year Comparison

	2024	2023	Change
Revenue	$148,720	$197,270	-0.2%
Expenses	$72,223	$51,471	+0.4%
Net Income	$76,497	$145,799	-0.5%

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

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
MIKE HURD	BOARD MEMBER	2.00	Director	$0	$0	$0
ED STECK	BOARD MEMBER	2.00	Director	$0	$0	$0
RICHARD JACOBSON	PRESIDENT	5.00	Officer	$0	$0	$0
SHANE SCHMIDT	TREASURER	2.00	Officer	$0	$0	$0
AMANDA WEYH-MEISSNER	VICE-PRESIDE	5.00	Officer	$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	$148,720	$72,223	$803,394	$76,497
2024	$197,270	$51,471	$643,824	$145,799
2023	$115,987	$172,054	$454,395	$-56,067
2022	$294,336	$63,349	$508,312	$230,987

PORTAGE AREA COMMUNITY CHARITABLE TRUST