POTSDAM COLLEGE FOUNDATION INC (EIN 237088021) - 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

1968

Legal Domicile

Principal Officer

DAVID DAVIN

Phone

3152672872

Tax Period

2024-07-01 to 2025-06-30

POTSDAM COLLEGE FOUNDATION INC, founded in 1968, is a community nonprofit in the Education sector that reported $6.0M in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. The organization ran a surplus of $2.5M, a strong 41% operating margin.

Mission

THE MISSION OF THE POTSDAM COLLEGE FOUNDATION IS TO SECURE AND MANAGE PRIVATE FINANCIAL SUPPORT AND OTHER GIFTS THAT BUILD A SUSTAINABLE FUTURE FOR SUNY POTSDAM. THE FOUNDATION IS COMMITTED TO THE COLLEGE'S GOAL TO RECRUIT AND RETAIN STUDENTS, AND ENHANCE THEIR EXPERIENCES IN AND OUT OF THE CLASSROOM. THE FOUNDATION STEWARDS ITS RESOURCES FOR THE LONG-TERM BENEFIT OF SUNY POTSDAM WHILE ALSO PROVIDING THE MAXIMUM POSSIBLE CURRENT FINANCIAL SUPPORT TO THE COLLEGE AND ITS STUDENTS, CONSISTENT WITH THE WISHES OF THE FOUNDATION'S GENEROUS DONORS.

🔒

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 $3,055,857

Program Service Revenue $441,655

Investment Income $2,440,334

Other Revenue $26,040

TOTAL REVENUE $5,963,886

Expense Breakdown

Grants Paid $2,636,571

Salaries & Benefits $0

Fundraising Expenses $437,873

Program Expenses $2,992,135

Other Expenses $815,354

TOTAL EXPENSES $3,497,925

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,963,886	$6,783,492	-0.1%
Expenses	$3,497,925	$3,909,407	-0.1%
Net Income	$2,465,961	$2,874,085	-0.1%

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

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

$331,788

Total Directors

$612,848

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMY KELLOGG	PRESIDENT	1.00	Officer Director	$0	$0	$0
RONALD FISHBECK	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JUSTIN SIPHER	SECRETARY	1.00	Officer Director	$0	$0	$0
CHRISTINE HAILE	TREASURER	1.00	Officer Director	$0	$0	$0
MICHAEL GALANE	TRUSTEE EMERITUS	1.00	Director	$0	$0	$0
GARY HIND	TRUSTEE EMERITUS	1.00	Director	$0	$0	$0
ROGER LINDEN	TRUSTEE EMERITUS	1.00	Director	$0	$0	$0
JESSICA PEARSON	FACULTY SENATE REP	1.00	Director	$0	$23,828	$105,142
KADI PALMER	STUDENT GOVERNMENT REP	1.00	Director	$0	$0	$0
JAMES BERRIMAN	TRUSTEE	1.00	Director	$0	$0	$0
LYNNE BOLES	TRUSTEESHIP COMMITTEE CHAIR	1.00	Director	$0	$0	$0
MARJORIE CHIAFERY	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD EVANS	TRUSTEE	1.00	Director	$0	$0	$0
KATE GIGLIOTTI	TRUSTEE	1.00	Director	$0	$0	$0
SEAN LEOUS	TRUSTEE	1.00	Director	$0	$0	$0
ELDON HARRIS	TRUSTEE	1.00	Director	$0	$0	$0
JUDE KIAH	TRUSTEE	1.00	Director	$0	$0	$0
ADEBISI OJE	TRUSTEE	1.00	Director	$0	$0	$0
SUZANNE SMITH	COLLEGE PRESIDENT	1.00	Director	$0	$73,254	$354,857
TIFFANY SORICELLI	TRUSTEE	1.00	Director	$0	$0	$0
DANIEL VOCE	TRUSTEE	1.00	Director	$0	$0	$0
ERIN WAGNER O'BRIEN	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT WAGNER	TRUSTEE	1.00	Director	$0	$0	$0
BROOKS WASHBURN	TRUSTEE	1.00	Director	$0	$0	$0
LAURA WESSING	TRUSTEE	1.00	Director	$0	$0	$0
KLAYTON SCHAEFER	TRUSTEE	1.00	Director	$0	$0	$0
HENRIQUE SCHEMBRY	TRUSTEE	1.00	Director	$0	$0	$0
JOYCE YIANOUKOS	TRUSTEE	1.00	Director	$0	$0	$0
GREG GARDNER	FACULTY SENATE REP	1.00	Director	$0	$47,987	$152,849
MARK HAYMAN	TRUSTEE	1.00	Director	$0	$0	$0
DAVID DAVIN	EXECUTIVE DIRECTOR	1.00	Officer	$0	$55,869	$208,528
JULIE HELENBROOK	BUSINESS MANAGER	40.00	Officer	$0	$44,368	$123,260

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	$5,963,886	$3,497,925	$71,919,211	$2,465,961
2024	$6,783,492	$3,909,407	$63,686,172	$2,874,085
2023	$4,274,103	$3,632,747	$55,931,409	$641,356
2022	$4,839,138	$3,250,441	$51,720,379	$1,588,697
2021	$5,814,782	$2,636,603	$59,316,094	$3,178,179
2020	$5,157,770	$2,822,004	$45,766,128	$2,335,766
2019	$5,476,864	$3,844,422	$42,744,424	$1,632,442

POTSDAM COLLEGE FOUNDATION INC