PCM COMMUNITY SCHOOL DISTRICT FOUNDATION AND ENDOWMENT (EIN 421430708) - 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

1994

Legal Domicile

Phone

6412592603

Tax Period

2024-01-01 to 2024-12-31

PCM COMMUNITY SCHOOL DISTRICT FOUNDATION AND ENDOWMENT, founded in 1994, is a micro nonprofit in the Education sector that reported $70K in total revenue in fiscal year 2024. Revenue surged 188% from the prior year, signaling strong growth momentum. The organization ran a surplus of $14K, a strong 20% operating margin.

Mission

TO PROVIDE SCHOLARSHIPS TO PCM HIGH SCHOOL STUDENTS

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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 $11,727

Program Service Revenue $0

Investment Income $51,949

Other Revenue $6,674

TOTAL REVENUE $70,350

Expense Breakdown

Grants Paid $54,650

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $56,590

Other Expenses $1,940

TOTAL EXPENSES $56,590

Year-over-Year Comparison

	2024	2023	Change
Revenue	$70,350	$24,465	+1.9%
Expenses	$56,590	$42,585	+0.3%
Net Income	$13,760	$-18,120	-1.8%

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

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
MIKE VITTETOE	Director	1.00	Director	$0	$0	$0
ERIC ANDERSON	Director	1.00	Director	$0	$0	$0
JIM WALKER	Director	1.00	Director	$0	$0	$0
MARY SUE DUININK	Director	1.00	Director	$0	$0	$0
SHAWN WILSON	Director	1.00	Director	$0	$0	$0
KATHY MACY	President	1.00	Officer	$0	$0	$0
MAX LEE KEUNING	Vice President	1.00	Officer	$0	$0	$0
ALAN CHIPPS	Treasurer	1.00	Officer	$0	$0	$0
SUE PONDER	Secretary	1.00	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
2024	$70,350	$56,590	$1,267,690	$13,760
2023	$24,465	$42,585	$1,253,930	$-18,120
2022	$46,785	$52,483	$1,272,050	$-5,698
2021	$113,915	$53,555	$1,277,748	$60,360
2020	$48,350	$38,763	$1,217,388	$9,587
2019	$43,022	$52,794	$1,207,801	$-9,772
2018	$98,177	$33,111	$1,217,551	$65,066

PCM COMMUNITY SCHOOL DISTRICT FOUNDATION AND ENDOWMENT