THE POLAR BEAR FOUNDATION (EIN 205518050) - 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

2007

Legal Domicile

Principal Officer

ELIZABETH AYERS

Phone

7174328691

Tax Period

2023-07-01 to 2024-06-30

THE POLAR BEAR FOUNDATION, founded in 2007, is a small nonprofit in the Education sector that reported $227K in total revenue in fiscal year 2023. Revenue fell 38% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $83K, a strong 37% operating margin.

Mission

THE POLAR BEAR FOUNDATION IS DEDICATED TO BUILDING A STRONGER NORTHERN COMMUNITY BY ENCOURAGING A BROAD-BASED SUPPORT FOR THE INVESTMENT IN CREATIVE, INNOVATIVE, AND EXCEPTIONAL OPPORTUNITIES FOR THE NORTHERN YORK COUNTY SCHOOL DISTRICT.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $189,605

Program Service Revenue $0

Investment Income $9,375

Other Revenue $28,124

TOTAL REVENUE $227,104

Expense Breakdown

Grants Paid $65,992

Salaries & Benefits $14,196

Fundraising Expenses $12,715

Program Expenses $73,971

Other Expenses $63,692

TOTAL EXPENSES $143,880

Year-over-Year Comparison

	2023	2022	Change
Revenue	$227,104	$364,804	-0.4%
Expenses	$143,880	$501,762	-0.7%
Net Income	$83,224	$-136,958	-1.6%

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

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
ELIZABETH AYERS	PRESIDENT	5.00	Officer Director	$0	$0	$0
HOLLIE CARLSON	DIRECTOR	3.00	Director	$0	$0	$0
JAMIE FRENCH	TREASURER	3.00	Officer Director	$0	$0	$0
JENNIFER HENDRICKS	DIRECTOR	5.00	Director	$0	$0	$0
ANN HOVERTER	DIRECTOR	3.00	Director	$0	$0	$0
STEVEN KIRKPATRICK	SUPERINTENDE	3.00	Officer Director	$0	$0	$0
FONDA MARKLEY	DIRECTOR	3.00	Director	$0	$0	$0
DR ELIZABETH MCCLEAN	DIRECTOR	4.00	Director	$0	$0	$0
SAMANTHA MOOSE	DIRECTOR	3.00	Director	$0	$0	$0
DEBRA O'HAGAN	DIRECTOR	3.00	Director	$0	$0	$0
CHRIS RAU	DIRECTOR	3.00	Director	$0	$0	$0
DANA ROSEWAG	SECRETARY	3.00	Officer Director	$0	$0	$0
AMANDA WALLICK	DIRECTOR	3.00	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	No data	No data	No data	No data
2024	$227,104	$143,880	$424,748	$83,224
2023	$364,804	$501,762	$342,030	$-136,958
2019	$95,222	$71,303	$264,145	$23,919
2018	$90,989	$63,156	$237,799	$27,833

THE POLAR BEAR FOUNDATION