PLEASANT RIDGE FOUNDATION (EIN 386091526) - 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

1962

Legal Domicile

Principal Officer

JAMES KOEPPEN

Phone

2485458907

Tax Period

2024-09-01 to 2025-08-31

PLEASANT RIDGE FOUNDATION, founded in 1962, is a micro nonprofit that reported $97K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $77K, a strong 79% operating margin.

Mission

THE PURPOSE OF PLEASANT RIDGE FOUNDATION IS TO ENHANCE THE QUALITY OF LIFE FOR THE RESIDENTS OF THE CITY OF PLEASANT RIDGE, MI.

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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 $12,150

Program Service Revenue $0

Investment Income $32,846

Other Revenue $52,316

TOTAL REVENUE $97,312

Expense Breakdown

Grants Paid $14,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $17,600

Other Expenses $6,253

TOTAL EXPENSES $20,253

Year-over-Year Comparison

	2024	2023	Change
Revenue	$97,312	$86,193	+0.1%
Expenses	$20,253	$136,983	-0.9%
Net Income	$77,059	$-50,790	-2.5%

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
KAREN KING	VICE PRES.	N/A	Officer Director	$0	$0	$0
JAMES KOEPPEN	TREASURER	N/A	Officer Director	$0	$0	$0
AMBER MCLINCHA-HERRICK	PRESIDENT	N/A	Officer Director	$0	$0	$0
LAUREN RENTRAP	SECRETARY	N/A	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	$97,312	$20,253	$473,644	$77,059
2024	$86,193	$136,983	$359,699	$-50,790
2023	$83,577	$41,954	$347,643	$41,623
2022	$61,489	$36,485	$274,116	$25,004
2021	$24,347	$10,805	$297,780	$13,542
2020	$32,376	$68,577	$234,635	$-36,201
2019	$85,650	$99,255	$252,682	$-13,605
2018	$82,880	$73,944	$280,656	$8,936

PLEASANT RIDGE FOUNDATION