PEMBROKE COLLEGE FOUNDATION INC (EIN 521360375) - 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

1984

Legal Domicile

Principal Officer

SENATOR RICHARD G LUGAR

Phone

7165368014

Tax Period

2024-09-01 to 2025-08-31

PEMBROKE COLLEGE FOUNDATION INC, founded in 1984, is a community nonprofit in the Education sector that reported $1.1M in total revenue in fiscal year 2024. Revenue surged 424% from the prior year, signaling strong growth momentum.

Mission

To strengthen the ties among Pembroke College Alumni and friends in the United States and to support the educational and philanthropic efforts of Pembroke College.

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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 $1,113,830

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,113,830

Expense Breakdown

Grants Paid $1,107,095

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,112,036

Other Expenses $8,088

TOTAL EXPENSES $1,115,183

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,113,830	$212,699	+4.2%
Expenses	$1,115,183	$207,990	+4.4%
Net Income	$-1,353	$4,709	-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

N/A

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
HON JOSH GOTTHEIMER	Trustee	0.00	Director	$0	$0	$0
THOMAS D HERMAN	President	1.00	Director	$0	$0	$0
NEIL D ARNOLD	Treasurer	1.00	Director	$0	$0	$0
THERESA M SLESINSKI-WYKOWSKI	Trustee	0.00	Director	$0	$0	$0
WALTER S ISAACSON	Chairman	0.00	Director	$0	$0	$0
HON PHILIP LADER	Trustee	0.00	Director	$0	$0	$0
BRADLEY PEACOCK	Secretary	1.00	Director	$0	$0	$0
CHRISTINA MILLER	Trustee	0.00	Director	$0	$0	$0
MARC MEZVINSKY	Vice President	0.00	Director	$0	$0	$0
STUART STEVENS	Trustee	0.00	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	$1,113,830	$1,115,183	$4,093	$-1,353
2024	$212,699	$207,990	$5,446	$4,709
2018	$184,800	$300,005	$7,183	$-115,205

PEMBROKE COLLEGE FOUNDATION INC