TRAER COMMUNITY FOUNDATION

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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

1990

Legal Domicile

Principal Officer

JON PANFIL

Phone

3194782148

Tax Period

2023-01-01 to 2023-12-31

TRAER COMMUNITY FOUNDATION, founded in 1990, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $150K in total revenue in fiscal year 2023. Revenue surged 64% from the prior year, signaling strong growth momentum. The organization ran a surplus of $42K, a strong 28% operating margin.

Mission

THE ORGANIZATION'S MOST SIGNIFICANT ACTIVITY IS TO RECEIVE AND ACCEPT PROPERTY EXCLUSIVELY FOR EDUCATIONAL, CULTURAL, CHARITABLE OR BENEVOLENT PURPOSES FOR THE BENEFIT OF THE RESIDENTS OF THE TRAER, IOWA METROPOLITAN AREA IN SUCH A WAY THAT THE QUALITY OF LIFE IN THE AREA IS ENHANCED.

Program Service Accomplishments

Program 1

Expenses: $107,434

TO RECEIVE AND ACCEPT PROPERTY EXCLUSIVELY FOR EDUCATIONAL, CULTURAL, CHARITABLE OR BENEVOLENT PURPOSES FOR THE BENEFIT OF RESIDENTS OF THE TRAER, IOWA METROPOLITAN AREA IN SUCH A WAY THAT THE...

TO RECEIVE AND ACCEPT PROPERTY EXCLUSIVELY FOR EDUCATIONAL, CULTURAL, CHARITABLE OR BENEVOLENT PURPOSES FOR THE BENEFIT OF RESIDENTS OF THE TRAER, IOWA METROPOLITAN AREA IN SUCH A WAY THAT THE QUALITY OF LIFE IN THE TRAER METROPOLITAN AREA IS ENHANCED.

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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 $106,009

Program Service Revenue $0

Investment Income $43,775

Other Revenue $0

TOTAL REVENUE $149,784

Expense Breakdown

Grants Paid $104,510

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $107,434

Other Expenses $2,924

TOTAL EXPENSES $107,434

Year-over-Year Comparison

	2023	2022	Change
Revenue	$149,784	$91,515	+0.6%
Expenses	$107,434	$86,686	+0.2%
Net Income	$42,350	$4,829	+7.8%

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

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
TAYLOR HOWARD	DIRECTOR	2.00	Director	$0	$0	$0
JON PANFIL	CHAIRMAN	2.00	Officer Director	$0	$0	$0
TRACY HULME	DIRECTOR	2.00	Director	$0	$0	$0
MICHELLE PODHAJSKY	VICE-CHAIRMAN	2.00	Officer Director	$0	$0	$0
DON STANSBERY	CHAIRMAN	2.00	Director	$0	$0	$0
DARLYS HULME	TRUST OFFICER	2.00	Officer Director	$0	$0	$0
BRUCE REINDERS	SECRETARY/LEGAL OFFICER	2.00	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	No data	No data	No data	No data
2023	$149,784	$107,434	$2,054,923	$42,350
2022	$91,515	$86,686	$1,965,912	$4,829
2021	$137,620	$87,803	$2,139,639	$49,817
2020	$90,664	$65,785	$1,996,113	$24,879
2019	$121,466	$81,433	$1,932,314	$40,033
2018	$415,952	$163,165	$1,844,400	$252,787