GREATER POLSON COMMUNITY FOUNDATION INC (EIN 262883184) - 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

Legal Domicile

Phone

4068834723

Tax Period

2023-01-01 to 2023-12-31

GREATER POLSON COMMUNITY FOUNDATION INC is a small nonprofit in the Philanthropy & Grantmaking sector that reported $443K in total revenue in fiscal year 2023. The organization ran a surplus of $68K, a strong 15% operating margin.

Mission

Grant to Polson Area 501(c)3 Entities

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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 $350,298

Program Service Revenue $0

Investment Income $55,843

Other Revenue $36,669

TOTAL REVENUE $442,810

Expense Breakdown

Grants Paid $241,241

Salaries & Benefits $49,843

Fundraising Expenses $0

Program Expenses $288,116

Other Expenses $83,226

TOTAL EXPENSES $374,310

Year-over-Year Comparison

	2023	2022	Change
Revenue	$442,810	$437,947	+0.0%
Expenses	$374,310	$366,017	+0.0%
Net Income	$68,500	$71,930	0.0%

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

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
JENNIFER ROLFSNESS	ADMIN ASSISTANT	20.00		$45,000	$0	$45,000
RONALD BONE	Director	1.00	Director	$0	$0	$0
CHERYL MALDONADO	Director	1.00	Director	$0	$0	$0
TONI YOUNG WHEALON	President	2.00	Officer Director	$0	$0	$0
KATHY KUBERKA	Treasurer	10.00	Officer Director	$0	$0	$0
LINDA FISHER	Director	1.00	Director	$0	$0	$0
GARRY PITTS	Director	1.00	Director	$0	$0	$0
JIM SIMPSON	Director	1.00	Director	$0	$0	$0
SARAH BECK	Director	1.00	Director	$0	$0	$0
PENNY JARECKI	PAST PRESIDENT	1.00	Director	$0	$0	$0
JEANETTE PHILLIPS	Director	1.00	Director	$0	$0	$0
DORTHY ASHCRAFT	Secretary	2.00	Officer Director	$0	$0	$0
DAVID LEWING	Director	1.00	Director	$0	$0	$0
JAKE BAUMANN	Vice President	1.00	Officer Director	$0	$0	$0
JOHN MERCER	Director	1.00	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
2024	No data	No data	No data	No data
2023	$442,810	$374,310	$2,112,593	$68,500
2022	$437,947	$366,017	$1,644,314	$71,930
2021	$410,672	$279,929	$1,787,720	$130,743
2020	$324,483	$269,436	$1,519,928	$55,047
2019	$383,777	$244,755	$1,370,669	$139,022
2018	$173,613	$96,657	$1,167,928	$76,956

GREATER POLSON COMMUNITY FOUNDATION INC