PCS ENDOWMENT

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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

2012

Legal Domicile

Principal Officer

MEGAN KLEIDON

Phone

3309964600

Tax Period

2023-07-01 to 2024-06-30

PCS ENDOWMENT, founded in 2012, is a micro nonprofit in the Religion sector that reported $51K in total revenue in fiscal year 2023. Revenue decreased 19% compared to the prior year. The organization ran a surplus of $29K, a strong 58% operating margin.

Mission

TO SUPPORT PASTORAL COUNSELING SERVICE OF SUMMIT COUNTY.

Program Service Accomplishments

Program 1

Expenses: $15,043

TO MAINTAIN AND INVEST DONATIONS AND BEQUESTS RECEIVED AND TO MAKE SUCH FUNDS AVAILABLE FOR THE BENEFIT OF THE PASTORAL COUNSELING SERVICE OF SUMMIT COUNTY AND TO FURTHER ITS CHARITABLE PURPOSE.

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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 $0

Program Service Revenue $0

Investment Income $732

Other Revenue $50,000

TOTAL REVENUE $50,732

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $142

Program Expenses $15,043

Other Expenses $21,374

TOTAL EXPENSES $21,374

Year-over-Year Comparison

	2023	2022	Change
Revenue	$50,732	$62,823	-0.2%
Expenses	$21,374	$20,950	+0.0%
Net Income	$29,358	$41,873	-0.3%

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

$176,750

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANTHONY BURWELL	BOARD MEMBER	0.50	Director	$0	$0	$0
RICK KIMBLE	BOARD MEMBER	0.50	Director	$0	$0	$0
THOMAS CLARK	BOARD MEMBER	0.50	Director	$0	$0	$0
MARK WILLIS	BOARD MEMBER	0.50	Director	$0	$0	$0
MELISSA KELLY	CHAIR	0.50	Officer Director	$0	$0	$0
KEVIN RUSHING	BOARD MEMBER	0.50	Director	$0	$0	$0
LISA BELCHER	BOARD MEMBER	0.50	Director	$0	$0	$0
MEGAN KLEIDON	BOARD MEMBER	0.50	Director	$0	$18,360	$176,750

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	$50,732	$21,374	$2,100,342	$29,358
2023	$62,823	$20,950	$1,862,912	$41,873
2022	$39,666	$21,029	$1,722,825	$18,637
2021	$343,435	$24,286	$1,855,095	$319,149
2020	$86,753	$21,232	$1,563,709	$65,521
2019	$165,085	$64,228	$1,555,115	$100,857
2018	$38,482	$28,989	$1,525,607	$9,493