Aggie Foundation

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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

2014

Legal Domicile

Principal Officer

TERRY PETERSON

Phone

7017217286

Tax Period

2023-01-01 to 2023-12-31

Aggie Foundation, founded in 2014, is a community nonprofit in the Youth Development sector that reported $1.1M in total revenue in fiscal year 2023. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $346K, a strong 32% operating margin.

Mission

To support youth, education, amateur sports, and economic development to create vibrant communities.

Program Service Accomplishments

Program 1

Expenses: $733,358

We support other organizations doing good things in their communities across North Dakota.

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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 $11,547

Program Service Revenue $0

Investment Income $1,075

Other Revenue $1,067,212

TOTAL REVENUE $1,079,834

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $733,358

Other Expenses $733,358

TOTAL EXPENSES $733,358

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,079,834	$850,607	+0.3%
Expenses	$733,358	$362,178	+1.0%
Net Income	$346,476	$488,429	-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

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
TERRY PETERSON	President	N/A	Officer Director	$0	$0	$0
JOSH STAHLECKER	Member	N/A	Director	$0	$0	$0
WADE KITTELSON	Member	N/A	Director	$0	$0	$0
LANCE SELZLER	Member	N/A	Director	$0	$0	$0
JACOB OSTER	Member	N/A	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$1,079,834	$733,358	$1,199,484	$346,476
2022	$850,607	$362,178	$966,397	$488,429
2021	$492,792	$202,262	$437,210	$290,530