ALTIORA FUND TRUST

🔒

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

2004

Legal Domicile

Principal Officer

KURT RUFFING

Tax Period

2024-01-01 to 2024-12-31

ALTIORA FUND TRUST, founded in 2004, is a community nonprofit in the Education sector that reported $1.4M in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $737K, a strong 54% operating margin.

Mission

TO PROVIDE FUNDING FOR THE SUPPORT OF THE OPERATIONS OF ELDER HIGH SCHOOL.

Program Service Accomplishments

Program 1

TO PROVIDE FUNDING FOR THE SUPPORT OF THE OPERATIONS OF ELDER HIGH SCHOOL.

🔒

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 $460,725

Program Service Revenue $0

Investment Income $409,311

Other Revenue $504,833

TOTAL REVENUE $1,374,869

Expense Breakdown

Grants Paid $155,530

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $588,565

Other Expenses $482,561

TOTAL EXPENSES $638,091

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,374,869	$1,058,880	+0.3%
Expenses	$638,091	$510,727	+0.2%
Net Income	$736,778	$548,153	+0.3%

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
DENNIS BERNING	DIRECTOR	N/A	Director	$0	$0	$0
DAN BROSS	DIRECTOR	N/A	Director	$0	$0	$0
ROBERT BUCHERT	DIRECTOR	N/A	Director	$0	$0	$0
THOMAS BUTLER	DIRECTOR	N/A	Director	$0	$0	$0
JAMES DAFFIN	DIRECTOR	N/A	Director	$0	$0	$0
SCOTT DETERS	DIRECTOR	N/A	Director	$0	$0	$0
DAVE DICKMAN	DIRECTOR	N/A	Director	$0	$0	$0
GREGORY HYLAND	DIRECTOR	N/A	Director	$0	$0	$0
JAMES JANSING	DIRECTOR	N/A	Director	$0	$0	$0
BRIAN LINNEMAN	DIRECTOR	N/A	Director	$0	$0	$0
BRETT NIEHAUSER	DIRECTOR	N/A	Director	$0	$0	$0
THOMAS OTTEN	DIRECTOR	N/A	Director	$0	$0	$0
KURT RUFFING	DIRECTOR	N/A	Director	$0	$0	$0
STEVEN SOLORIA	DIRECTOR	N/A	Director	$0	$0	$0
KENNETH STECHER	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	$1,374,869	$638,091	$14,791,934	$736,778
2023	$1,058,880	$510,727	$14,246,763	$548,153
2022	$1,980,649	$511,859	$12,630,185	$1,468,790
2021	$1,188,251	$476,454	$12,993,068	$711,797
2020	$937,036	$507,885	$11,946,730	$429,151
2019	$619,191	$508,984	$11,208,200	$110,207
2018	$554,411	$489,663	$10,059,751	$64,748