POLK COUNTY FOUNDATION INC (EIN 470789096) - 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

1980

Legal Domicile

Principal Officer

DOUG RATHJEN

Phone

4023663081

Tax Period

2025-01-01 to 2025-12-31

POLK COUNTY FOUNDATION INC, founded in 1980, is a micro nonprofit in the Education sector that reported $99K in total revenue in fiscal year 2025. Revenue decreased 19% compared to the prior year. Expenses of $88K left a modest 11% surplus.

Mission

THE POLK COUNTY FOUNDATION'S MISSION IS TO RECEIVE, ADMINISTER, AND DISBURSE FUNDS FOR CHARITABLE AND EDUCATIONAL PURPOSES FOR THE MENTAL, MORAL, INTELLECTUAL, AND PHYSICAL IMPROVEMENT OF THE INHABITANTS OF POLK COUNTY, NEBRASKA

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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 (2025)

Revenue Breakdown

Contributions & Grants $45,362

Program Service Revenue $0

Investment Income $53,642

Other Revenue $0

TOTAL REVENUE $99,004

Expense Breakdown

Grants Paid $77,763

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $77,763

Other Expenses $9,984

TOTAL EXPENSES $87,747

Year-over-Year Comparison

	2025	2024	Change
Revenue	$99,004	$122,226	-0.2%
Expenses	$87,747	$121,243	-0.3%
Net Income	$11,257	$983	+10.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOUG RATHJEN	PRESIDENT/SECRETARY	1	Officer Director	$0	$0	$0
TROY LINDSLEY	VICE PRESIDENT	0	Officer Director	$0	$0	$0
RON COLLING	TREASURER	0	Officer Director	$0	$0	$0
DOUG LAMOREE	DIRECTOR	0	Director	$0	$0	$0
JON TONNIGES	DIRECTOR	0	Director	$0	$0	$0
JEAN KAMRATH	DIRECTOR	0	Director	$0	$0	$0
LARA WURTZ	DIRECTOR	0	Director	$0	$0	$0
MARY STEVENS	DIRECTOR	0	Director	$0	$0	$0
SHELLY NEKL	DIRECTOR	0	Director	$0	$0	$0
NITHA WHITE	DIRECTOR	0	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	$99,004	$87,747	$1,376,912	$11,257
2024	$122,226	$121,243	$1,365,655	$983
2023	$74,384	$67,427	$1,364,672	$6,957
2022	$97,404	$50,003	$1,312,651	$47,401
2021	$135,692	$57,237	$1,266,414	$78,455
2020	$88,268	$80,185	$1,191,959	$8,083
2019	$109,348	$182,244	$1,180,876	$-72,896
2018	$110,450	$42,764	$1,256,952	$67,686

POLK COUNTY FOUNDATION INC