PELLA COMMUNITY FOUNDATION

🔒

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

1991

Legal Domicile

Principal Officer

JIM BRANDL

Phone

8006217690

Tax Period

2023-07-01 to 2024-06-30

PELLA COMMUNITY FOUNDATION, founded in 1991, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $9.7M in total revenue in fiscal year 2023. Revenue surged 1573% from the prior year, signaling strong growth momentum. The organization ran a surplus of $9.3M, a strong 96% operating margin.

Mission

THE MISSION OF THE FOUNDATION IS TO PRESERVE THE HERITAGE AND ENHANCE THE QUALITY OF LIFE FOR THE PEOPLE OF PELLA BY TRANSFERRING FUNDS FROM PEOPLE WHO WISH TO HELP OTHERS, TO THE NON-PROFIT ORGANIZATIONS THAT DO.

Program Service Accomplishments

Program 1

Expenses: $312,935

MAKES GRANTS TO OTHER TAX EXEMPT ORGANIZATIONS IN THE AREA OF PELLA THAT WILL USE THE GRANTS TO INCREASE THE QUALITY OF LIFE IN PELLA.

🔒

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 $8,995,384

Program Service Revenue $15,501

Investment Income $670,875

Other Revenue $0

TOTAL REVENUE $9,681,760

Expense Breakdown

Grants Paid $104,787

Salaries & Benefits $0

Fundraising Expenses $8,528

Program Expenses $312,935

Other Expenses $243,683

TOTAL EXPENSES $348,470

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,681,760	$578,693	+15.7%
Expenses	$348,470	$295,667	+0.2%
Net Income	$9,333,290	$283,026	+32.0%

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
BARB BRAAFHART	DIRECTOR	N/A	Director	$0	$0	$0
SUSAN CANFIELD	DIRECTOR	N/A	Director	$0	$0	$0
DAN DE COOK	DIRECTOR	N/A	Director	$0	$0	$0
LORI FORSYTHE	DIRECTOR	N/A	Director	$0	$0	$0
JOHN KOOLSTRA	DIRECTOR	N/A	Director	$0	$0	$0
JEFF VAN MAANEN	DIRECTOR	N/A	Director	$0	$0	$0
JOE MICHMERSHUIZEN	DIRECTOR	N/A	Officer Director	$0	$0	$0
KATIE MILLER	DIRECTOR	N/A	Director	$0	$0	$0
MARK VAN ROEKEL	CHAIR	N/A	Director	$0	$0	$0
TRICIA VERMEER	DIRECTOR	N/A	Director	$0	$0	$0
ARVIN VOS	DIRECTOR	N/A	Director	$0	$0	$0
MARK WISKUS	VICE PRESIDE	N/A	Director	$0	$0	$0
JIM BRANDL	PRESIDENT	N/A	Officer	$0	$0	$0
ARDITH SUTPHEN	SECRETARY/TR	N/A	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	$9,681,760	$348,470	$19,455,087	$9,333,290
2023	$578,693	$295,667	$9,419,044	$283,026
2022	$831,489	$334,507	$8,804,886	$496,982
2021	$355,565	$290,875	$9,234,132	$64,690
2020	$386,989	$296,623	$7,554,068	$90,366
2019	$1,160,034	$273,014	$7,695,651	$887,020