PANCRATZ FAMILY FOUNDATION (EIN 431968320) - 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

2002

Legal Domicile

Principal Officer

ERIC WILKIE

Phone

7012340756

Tax Period

2024-01-01 to 2024-12-31

PANCRATZ FAMILY FOUNDATION, founded in 2002, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $15K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $5K, a strong 37% operating margin.

Mission

IMPACTFUL INVESTMENTS THAT CREATE OPPORTUNITIES AND CHANGE LIVES AS WELL AS ENHANCE OUR LOCAL COMMUNITIES (BOTH IN NORTH DAKOTA AND COLORADO) - WITH A FOCUS ON EDUCATION, WOMEN AND CHILDREN.

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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 $0

Program Service Revenue $0

Investment Income $14,648

Other Revenue $0

TOTAL REVENUE $14,648

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,000

Other Expenses $4,173

TOTAL EXPENSES $9,173

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,648	$13,439	+0.1%
Expenses	$9,173	$13,665	-0.3%
Net Income	$5,475	$-226	-25.2%

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

$219,095

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDA PANCRATZ	CHAIR	1.00	Officer Director	$0	$0	$0
ELIZABETH PANCRATZ	DIRECTOR	1.00	Officer Director	$0	$0	$0
KRIS COMPTON	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ERIC WILKIE	SECRETARY/TREASURER	1.00	Director	$0	$29,687	$219,095
MARILYN GUY	DIRECTOR	1.00	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
2024	$14,648	$9,173	$316,757	$5,475
2023	$13,439	$13,665	$289,266	$-226
2022	$6,942	$11,498	$262,125	$-4,556
2020	$6,688	$4,033	$299,676	$2,655
2019	$8,512	$18,339	$265,829	$-9,827
2018	$29,489	$9,090	$235,827	$20,399

PANCRATZ FAMILY FOUNDATION