Columbia College Foundation (EIN 237306390) - 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

1972

Legal Domicile

Phone

2095885055

Tax Period

2024-07-01 to 2025-06-30

Columbia College Foundation, founded in 1972, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024. Revenue surged 162% from the prior year, signaling strong growth momentum. The organization ran a surplus of $796K, a strong 65% operating margin.

Mission

TO PROMOTE STUDENT SUCCESS BY PROVIDING COMMUNITY RESOURCES THAT SUPPORT AND EXPAND EDUCATIONAL OPPORTUNITIES FOR COLUMBIA COLLEGE STUDENTS.

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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 $1,017,202

Program Service Revenue $0

Investment Income $215,908

Other Revenue $0

TOTAL REVENUE $1,233,110

Expense Breakdown

Grants Paid $276,075

Salaries & Benefits $0

Fundraising Expenses $52,515

Program Expenses $276,075

Other Expenses $160,790

TOTAL EXPENSES $436,865

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,233,110	$469,873	+1.6%
Expenses	$436,865	$779,395	-0.4%
Net Income	$796,245	$-309,522	-3.6%

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

$181,612

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Charles Segerstrom	Vice President	2.0	Officer Director	$0	$0	$0
Colette Such	Secretary	2.0	Officer Director	$0	$0	$0
Jan Verhage	Governance & Student Housing	2.0	Officer Director	$0	$0	$0
Margie Bulkin	President	6.0	Officer Director	$0	$0	$0
Steve Hayward	Treasurer	2.0	Officer Director	$0	$0	$0
Cathy Parker	Director	2.0	Director	$0	$0	$0
Jeanne Duffer Shephard	Director	2.0	Director	$0	$0	$0
Jim Roeber	Director	2.0	Director	$0	$0	$0
Maria Benech	Director	2.0	Director	$0	$0	$0
Marica Williams	Director	2.0	Director	$0	$0	$0
Naomi Davidson	Director	2.0	Director	$0	$0	$0
Nicole Kikugawa	Director	2.0	Director	$0	$0	$0
Stephanie Suess	Director	2.0	Director	$0	$0	$0
Zack Abernathy	Director	2.0	Director	$0	$0	$0
Amanda Stephens	Director of Development (Beg Dec 2024)	2.0	Officer	$0	$0	$0
Amy Nilson	Director of Development (Through Oct 2024)	2.0	Officer	$125,622	$55,990	$181,612

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	$1,233,110	$436,865	$7,654,184	$796,245
2024	No data	No data	No data	No data
2023	$1,118,463	$412,851	$5,716,835	$705,612
2022	$-40,797	$366,504	$5,047,442	$-407,301
2021	$1,533,210	$477,515	$5,439,388	$1,055,695
2020	$405,614	$355,512	$4,378,636	$50,102
2019	$585,136	$280,773	$4,301,454	$304,363
2018	$885,035	$283,948	$4,066,380	$601,087

Columbia College Foundation