PIONEER FUND (EIN 470693119) - 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

1986

Legal Domicile

Principal Officer

Ben Namuth

Phone

4024685591

Tax Period

2023-09-01 to 2024-08-31

PIONEER FUND, founded in 1986, is a small nonprofit that reported $425K in total revenue in fiscal year 2023. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $382K left a modest 10% surplus.

Mission

The Fort Calhoun Community Schools Foundation exists to support and inspire all students in the Fort Calhoun Community Schools system in their learning and success through fundraising advocacy and programming.

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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 $408,133

Program Service Revenue $0

Investment Income $16,875

Other Revenue $0

TOTAL REVENUE $425,008

Expense Breakdown

Grants Paid $258,533

Salaries & Benefits $110,240

Fundraising Expenses $0

Program Expenses $382,464

Other Expenses $13,691

TOTAL EXPENSES $382,464

Year-over-Year Comparison

	2023	2022	Change
Revenue	$425,008	$552,299	-0.2%
Expenses	$382,464	$511,192	-0.3%
Net Income	$42,544	$41,107	+0.0%

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

$79,270

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jamie Bouwman	VP	0.00	Director	$0	$0	$0
Brad Earley	Director	0.00	Director	$0	$0	$0
David Genoways	Treasurer	0.00	Director	$0	$0	$0
Sidney Genoways	Director	0.00	Director	$0	$0	$0
Ashley Halberg	Director	0.00	Director	$0	$0	$0
Shawn Klabunde	Director	0.00	Director	$0	$0	$0
Terri McKennan	Director	0.00	Director	$0	$0	$0
Ben Namuth	President	0.00	Director	$0	$0	$0
Julie Poladh	Director	0.00	Director	$0	$0	$0
Chris Roberts	Director	0.00	Director	$0	$0	$0
Kelli Shanner	Director	0.00	Director	$0	$0	$0
Giovanni Infante-Stille	Director	0.00	Director	$0	$0	$0
Diane Sprick	Secretary	0.00	Director	$0	$0	$0
Amy Weiber	Director	0.00	Director	$0	$0	$0
Jerry Green	Superintendent	0.00	Director	$0	$0	$0
Landon Miller	PAC Director	36.00	Key Emp	$39,635	$39,635	$79,270

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	$425,008	$382,464	$389,480	$42,544

PIONEER FUND