COMMUNITY ASSET FOUNDATION (EIN 270268016) - 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

2012

Legal Domicile

Principal Officer

DAVE POKORNEY

Phone

9524484444

Tax Period

2023-07-01 to 2024-06-30

COMMUNITY ASSET FOUNDATION, founded in 2012, is a community nonprofit in the Housing & Shelter sector that reported $6.7M in total revenue in fiscal year 2023. Revenue surged 55% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.4M, a strong 20% operating margin.

Mission

DEVELOP, CONSTRUCT, AND RENOVATE COMMUNITY ASSETS IN PARTNERSHIP WITH COMMUNITYOPERATING 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 $1,793,701

Program Service Revenue $4,924,217

Investment Income $0

Other Revenue $0

TOTAL REVENUE $6,717,918

Expense Breakdown

Grants Paid $244,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,767,640

Other Expenses $5,110,736

TOTAL EXPENSES $5,354,736

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,717,918	$4,337,143	+0.5%
Expenses	$5,354,736	$4,951,529	+0.1%
Net Income	$1,363,182	$-614,386	-3.2%

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
RICHARD FORD	MEMBER	1.00	Director	$0	$0	$0
LUKE MELCHERT	MEMBER	1.00	Director	$0	$0	$0
BRUCE LUNDGREN	CHAIRMAN	1.00	Officer Director	$0	$0	$0
GARY KLATT	MEMBER	1.00	Director	$0	$0	$0
CHAD DOCKTER	MEMBER	1.00	Director	$0	$0	$0
DAVID POKORNEY	TREASURER	10.00	Officer 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	$6,717,918	$5,354,736	$16,460,248	$1,363,182
2023	$4,337,143	$4,951,529	$13,123,945	$-614,386
2022	$4,083,929	$4,649,279	$13,869,790	$-565,350
2021	$3,891,331	$4,430,853	$14,331,709	$-539,522
2020	$4,233,264	$4,499,506	$15,161,328	$-266,242
2019	$3,434,804	$3,754,527	$15,733,426	$-319,723
2018	$3,095,910	$3,406,604	$13,901,394	$-310,694

COMMUNITY ASSET FOUNDATION