PECATONICA EDUCATIONAL CHARITABLE FOUNDATION INC (EIN 391858471) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1997

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

PECATONICA EDUCATIONAL CHARITABLE FOUNDATION INC, founded in 1997, is a small nonprofit in the Religion sector that reported $102K in total revenue in fiscal year 2023. Revenue fell 34% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $73K, a strong 71% operating margin.

Mission

OPERATE THE GRANDVIEW HISTORIC SITE AND KEEP IT OPEN TO THE PUBLIC FREE OF CHARGE; CONDUCT EDUCATIONAL PROGRAMS FOR THE GENERAL PUBLIC

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $90,215

Program Service Revenue $0

Investment Income $12,044

Other Revenue $0

TOTAL REVENUE $102,259

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $23,561

Other Expenses $29,327

TOTAL EXPENSES $29,327

Year-over-Year Comparison

	2023	2022	Change
Revenue	$102,259	$155,385	-0.3%
Expenses	$29,327	$35,113	-0.2%
Net Income	$72,932	$120,272	-0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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
SUE BURNETT	DIRECTOR	1.00	Director	$0	$0	$0
HEIDI HANKLEY	DIRECTOR	1.00	Director	$0	$0	$0
MARILYN ROLFSMEYER	PRESIDENT	10.00	Officer	$0	$0	$0
MARY DIEZEL	SECRETARY	1.00	Officer	$0	$0	$0
RICHARD G ROLFSMEYER	TREASURER	8.00	Officer	$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	$102,259	$29,327	$1,455,448	$72,932
2024	$102,259	$29,327	$1,455,448	$72,932
2023	$155,385	$35,113	$1,382,364	$120,272
2022	$79,247	$56,996	$1,272,092	$22,251
2021	$68,970	$21,634	$1,239,837	$47,336
2020	$69,362	$37,868	$1,192,502	$31,494
2019	$57,136	$23,809	$1,162,741	$33,327

PECATONICA EDUCATIONAL CHARITABLE FOUNDATION INC