Pooling Resources Inc (EIN 205018655) - 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

2006

Legal Domicile

Principal Officer

Stacy Norbeck

Phone

7758857475

Tax Period

2024-07-01 to 2025-06-30

Pooling Resources Inc, founded in 2006, is a community nonprofit in the Public & Societal Benefit sector that reported $1.6M in total revenue in fiscal year 2024. The organization ran a surplus of $298K, a strong 19% operating margin.

Mission

Educational management services

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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 $1,460,820

Program Service Revenue $0

Investment Income $97,062

Other Revenue $0

TOTAL REVENUE $1,557,882

Expense Breakdown

Grants Paid $0

Salaries & Benefits $918,228

Fundraising Expenses $0

Program Expenses $1,098,427

Other Expenses $341,372

TOTAL EXPENSES $1,259,600

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,557,882	$1,485,515	+0.0%
Expenses	$1,259,600	$1,272,481	0.0%
Net Income	$298,282	$213,034	+0.4%

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

$167,348

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Paul Johnson	President & Vice-Chairman	1.00	Officer Director	$0	$0	$0
Stacy Norbeck	General manager	40.00	Key Emp	$167,348	$0	$167,348
Josh Foli	Treasurer	1.00	Officer Director	$0	$0	$0
Robert Quick	Secretary	1.00	Officer 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
2025	$1,557,882	$1,259,600	$2,678,731	$298,282
2024	$1,485,515	$1,272,481	$2,291,662	$213,034
2023	$1,414,601	$1,177,274	$2,046,451	$237,327
2022	$1,361,364	$1,093,250	$1,779,327	$268,114
2021	$1,315,581	$1,159,970	$1,646,320	$155,611
2020	$1,264,089	$1,254,422	$1,411,013	$9,667
2019	$1,243,492	$1,187,811	$1,394,115	$55,681

Pooling Resources Inc