PORTER-GAUD FOUNDATION (EIN 452701202) - 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

2011

Legal Domicile

Principal Officer

CRAIG STEWART

Phone

8435563620

Tax Period

2023-07-01 to 2024-06-30

PORTER-GAUD FOUNDATION, founded in 2011, is a community nonprofit that reported $7.5M in total revenue in fiscal year 2023. Revenue fell 38% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $3.6M, a strong 48% operating margin.

Mission

THE FOUNDATION IS OPERATED FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE PURPOSES OF, THE PORTER ACADEMY D/B/A PORTER-GAUD SCHOOL AND ITS AFFILIATED ENTITIES (THE "SUPPORTED CHARITIES"). THE FOUNDATION SUPPORTS THE SUPPORTED CHARITIES BY STIMULATING, RECEIVING AND GRANTING CHARITABLE GIFTS TO ADVANCE PROGRAMS OF EDUCATION.

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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 $6,274,927

Program Service Revenue $0

Investment Income $799,394

Other Revenue $415,675

TOTAL REVENUE $7,489,996

Expense Breakdown

Grants Paid $2,903,782

Salaries & Benefits $0

Fundraising Expenses $1,012,538

Program Expenses $2,903,782

Other Expenses $1,012,538

TOTAL EXPENSES $3,916,320

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,489,996	$12,134,735	-0.4%
Expenses	$3,916,320	$2,550,980	+0.5%
Net Income	$3,573,676	$9,583,755	-0.6%

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

$200,630

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD STAR	CHAIR	10.00	Officer Director	$0	$0	$0
JONATHAN CENTURINO	TRUSTEE	5.00	Director	$0	$0	$0
MARK CONGDON	TRUSTEE	5.00	Director	$0	$0	$0
MICHAEL HANDLER	TRUSTEE	5.00	Director	$0	$0	$0
NATHANIEL HOWE	TRUSTEE	5.00	Director	$0	$0	$0
LAUREN NETTER	TRUSTEE	5.00	Director	$0	$0	$0
BRITTANY MIDDLETON OGIKE	TRUSTEE	5.00	Director	$0	$0	$0
GRANGER OSBORNE JR	TRUSTEE	5.00	Director	$0	$0	$0
JOHN REGAN	TRUSTEE	5.00	Director	$0	$0	$0
ELIZABETH SAAL	TRUSTEE	5.00	Director	$0	$0	$0
GREER POLANSKY VAUGHAN	TRUSTEE	5.00	Director	$0	$0	$0
CHRISTOPHER SCOTT VANHOY	TRUSTEE	5.00	Director	$0	$0	$0
ELIZABETH BURWELL	EX OFFICIO	5.00	Director	$0	$0	$0
DR TEJ DHINDSA	EX OFFICIO	5.00	Director	$0	$0	$0
DOROTHY THAXTON	EX OFFICIO	5.00	Director	$0	$0	$0
CRAIG STEWART	EXECUTIVE DI	40.00	Officer	$0	$34,846	$200,630

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	$7,489,996	$3,916,320	No data	$3,573,676
2023	$12,134,735	$2,550,980	$38,788,810	$9,583,755
2022	$4,665,580	$1,552,424	$27,871,180	$3,113,156
2021	$3,156,665	$1,700,441	$28,975,027	$1,456,224
2020	$1,830,033	$1,619,325	$23,831,844	$210,708
2019	$2,123,195	$2,737,993	$22,540,960	$-614,798
2018	$4,615,904	$1,096,740	$22,838,163	$3,519,164

PORTER-GAUD FOUNDATION