ATKORE FAMILY 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

2015

Legal Domicile

Principal Officer

MARSHA GOLLIDAY

Phone

7083391610

Tax Period

2024-01-01 to 2024-12-31

ATKORE FAMILY FOUNDATION, founded in 2015, is a small nonprofit in the Human Services sector that reported $173K in total revenue in fiscal year 2024. Expenses of $208K exceeded revenue, resulting in a 21% operating deficit.

Mission

Provide short-duration financial relief to active employees, employees of customers and suppliers of Atkore,Inc.and organizations serving the communities to help those who have experienced unexpected hardships for reasons beyond their control.

Program Service Accomplishments

Program 1

Expenses: $203,689

Provide one-time or short-duration financial relief to active employees, employees of customers and suppliers of Atkore,Inc.and 501(c)(3)organizations serving the communities in which Atkore operates to help those who have experienced unexpected hardships for reasons beyond their control.

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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 (2024)

Revenue Breakdown

Contributions & Grants $181,031

Program Service Revenue $0

Investment Income $1,716

Other Revenue $-10,185

TOTAL REVENUE $172,562

Expense Breakdown

Grants Paid $203,194

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $203,689

Other Expenses $5,073

TOTAL EXPENSES $208,267

Year-over-Year Comparison

	2024	2023	Change
Revenue	$172,562	$163,179	+0.1%
Expenses	$208,267	$45,656	+3.6%
Net Income	$-35,705	$117,523	-1.3%

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

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
MARSHA GOLLIDAY	President	5.00	Officer	$0	$0	$0
ZACH GRONEWOLD	Treasurer	5.00	Officer	$0	$0	$0
MEGAN O'CONNOR	Secretary&AT	5.00	Officer	$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
2024	$172,562	$208,267	$826,311	$-35,705
2023	$163,179	$45,656	$862,016	$117,523
2022	$170,065	$45,366	$744,493	$124,699