THE DONEGAL FOUNDATION (EIN 232679755) - 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

1991

Legal Domicile

Principal Officer

JOHN FELIX JR

Phone

7174263031

Tax Period

2023-07-01 to 2024-06-30

THE DONEGAL FOUNDATION, founded in 1991, is a micro nonprofit in the Education sector that reported $99K in total revenue in fiscal year 2023. Revenue fell 34% from the prior year — a significant decline worth monitoring. Expenses of $198K exceeded revenue, resulting in a 100% operating deficit.

Mission

TO ENCOURAGE SCHOLASTIC ACHEIVEMENT BY PROVIDING SCHOLARSHIPS TO DESERVING STUDENTS OF THE SCHOOL DISTRICT; TO PROMOTE STUDENT HEALTH BY PROVIDING HEALTH PROGRAMS WITHIN THE SCHOOL DISTRICT; AND TO PROMOTE AND ENRICH THE EDUCATIONAL, CULTURAL, ATHLETIC, HEALTH AND WELLNESS OPPORTUNITIES OF THE STUDENTS AND RESIDENTS OF DONEGAL SCHOOL DISTRICT.

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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 (2023)

Revenue Breakdown

Contributions & Grants $89,541

Program Service Revenue $0

Investment Income $9,480

Other Revenue $0

TOTAL REVENUE $99,021

Expense Breakdown

Grants Paid $121,939

Salaries & Benefits $0

Fundraising Expenses $150

Program Expenses $189,611

Other Expenses $76,091

TOTAL EXPENSES $198,030

Year-over-Year Comparison

	2023	2022	Change
Revenue	$99,021	$149,016	-0.3%
Expenses	$198,030	$147,731	+0.3%
Net Income	$-99,009	$1,285	-78.0%

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

N/A

Volunteers

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
LISA ALBERT	DIRECTOR	0.50	Director	$0	$0	$0
KOBE BISTLINE	DIRECTOR	0.50	Director	$0	$0	$0
DEREK BRACKBILL	DIRECTOR	0.50	Director	$0	$0	$0
JOHN COLEMAN	TREASURER	1.00	Officer Director	$0	$0	$0
KATHRYN COLEMAN	DIRECTOR	0.50	Director	$0	$0	$0
DEB GEPFER	DIRECTOR	0.50	Director	$0	$0	$0
LINDA GOOD	DIRECTOR	0.50	Director	$0	$0	$0
SUSAN GROSH	DIRECTOR	0.50	Director	$0	$0	$0
JOHN FELIX JR	PRESIDENT	0.50	Officer Director	$0	$0	$0
SHIRLEY MARTIN	SECRETARY	0.50	Officer Director	$0	$0	$0
BUCK MCNECE	DIRECTOR	0.50	Director	$0	$0	$0
CHRIS MILLER	VICE PRESIDE	0.50	Officer Director	$0	$0	$0
MICHELLE SHIRK	DIRECTOR	0.50	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	$99,021	$198,030	$520,708	$-99,009
2023	$149,016	$147,731	$584,970	$1,285
2022	$143,814	$109,054	$562,950	$34,760
2021	$159,670	$105,322	$594,560	$54,348

THE DONEGAL FOUNDATION