PFW FOUNDATION (EIN 356033698) - 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

1958

Legal Domicile

Phone

2604814114

Tax Period

2024-07-01 to 2025-06-30

PFW FOUNDATION, founded in 1958, is a community nonprofit that reported $4.6M in total revenue in fiscal year 2024. Revenue surged 63% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.0M, a strong 45% operating margin.

Mission

Provide support for Purdue University Fort Wayne with program development, scholarships and campus development.

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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 $2,916,705

Program Service Revenue $0

Investment Income $1,050,473

Other Revenue $585,972

TOTAL REVENUE $4,553,150

Expense Breakdown

Grants Paid $2,095,169

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,485,782

Other Expenses $409,058

TOTAL EXPENSES $2,504,227

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,553,150	$2,786,663	+0.6%
Expenses	$2,504,227	$2,790,317	-0.1%
Net Income	$2,048,923	$-3,654	-561.7%

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

$1,076,925

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dana Berkes	Vice President	2.0	Officer Director	$0	$0	$0
Melissa Schenkel	President	2.0	Officer Director	$0	$0	$0
Ashley Savieo	Director	1.0	Director	$0	$0	$0
Becky Teagarden	Director	1.0	Director	$0	$0	$0
Jason Baker	Director	1.0	Director	$0	$0	$0
Jeannine Villarreal	Director	1.0	Director	$0	$0	$0
JoAnn Brouillette	Director	1.0	Director	$0	$0	$0
Rudi Eidam	Director	1.0	Director	$0	$0	$0
Stephen Chapman	Director	1.0	Director	$0	$0	$0
Vacant	Director	0.0	Director	$0	$0	$0
Christopher Ruhl	Treasurer	2.0	Officer	$0	$116,455	$568,408
Glen Nakata	Assistant Treasurer	2.0	Officer	$0	$62,309	$258,180
William Hull	Chief Operating Officer/Secretary	2.0	Officer	$0	$73,473	$250,337

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	$4,553,150	$2,504,227	$23,173,253	$2,048,923
2024	$2,786,663	$2,790,317	$21,139,484	$-3,654
2023	$2,391,334	$2,287,184	$20,394,834	$104,150
2022	$1,689,766	$1,706,530	$21,085,748	$-16,764
2021	$1,735,527	$2,056,757	$20,250,115	$-321,230

PFW FOUNDATION