PACB FOUNDATION (EIN 251728621) - 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

1994

Legal Domicile

Principal Officer

KEVIN L SHIVERS

Phone

7172317447

Tax Period

2023-01-01 to 2023-12-31

PACB FOUNDATION, founded in 1994, is a micro nonprofit in the Education sector that reported $11K in total revenue in fiscal year 2023. Revenue surged 228% from the prior year, signaling strong growth momentum. Expenses of $27K exceeded revenue, resulting in a 138% operating deficit.

Mission

PROVIDE EDUCATIONAL FINANCIAL ASSISTANCE TO ELIGIBLE PERSONS, AND ALSO PROVIDE EDUCATIONAL AND OTHER CHARITABLE SERVICES AS ALLOWED UNDER IRC SECTION 501(C)(3).

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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 $6,000

Program Service Revenue $0

Investment Income $5,406

Other Revenue $0

TOTAL REVENUE $11,406

Expense Breakdown

Grants Paid $2,370

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,670

Other Expenses $24,822

TOTAL EXPENSES $27,192

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,406	$3,481	+2.3%
Expenses	$27,192	$42,750	-0.4%
Net Income	$-15,786	$-39,269	-0.6%

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

$201,802

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TROY A PETERS	CHAIRMAN	0.30	Officer Director	$0	$0	$0
TROY M CAMPBELL	CHAIRMAN ELECT	0.30	Officer Director	$0	$0	$0
JON CONKLIN	VICE CHAIRMAN	0.30	Officer Director	$0	$0	$0
LORI A CESTRA	SECRETARY	0.30	Officer Director	$0	$0	$0
ROGER A ZACHARIA	TREASURER	0.30	Officer Director	$0	$0	$0
KEVIN L SHIVERS	PRESIDENT/CEO	0.30	Officer	$0	$18,372	$201,802

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
2024	No data	No data	No data	No data
2023	$11,406	$27,192	$611,702	$-15,786
2022	$3,481	$42,750	$627,474	$-39,269
2021	$5,543	$27,449	$659,571	$-21,906
2020	$1,476	$19,222	$672,208	$-17,746
2019	$21,204	$16,004	$655,558	$5,200
2018	$5,959	$14,420	$650,358	$-8,461

PACB FOUNDATION