THE PIEDMONT FOUNDATION (EIN 541954368) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Principal Officer

MARK J OHRSTROM

Phone

5403472334

Tax Period

2025-01-01 to 2025-12-31

THE PIEDMONT FOUNDATION, founded in 1999, is a community nonprofit in the Environment sector that reported $1.2M in total revenue in fiscal year 2018. Revenue surged 225% from the prior year, signaling strong growth momentum. The organization ran a surplus of $382K, a strong 31% operating margin.

Mission

SUPPORTING ORGANIZATION FOR THE PIEDMONT ENVIRONMENTAL COUNCIL (PEC), A 501(C)3 PUBLIC CHARITY.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $226,410

Program Service Revenue $0

Investment Income $640,278

Other Revenue $0

TOTAL REVENUE $866,688

Expense Breakdown

Grants Paid $1,864,198

Salaries & Benefits $0

Fundraising Expenses $6,350

Program Expenses $1,864,198

Other Expenses $233,003

TOTAL EXPENSES $2,097,201

Year-over-Year Comparison

	2025	2024	Change
Revenue	$866,688	$2,438,427	-0.6%
Expenses	$2,097,201	$2,022,147	+0.0%
Net Income	$-1,230,513	$416,280	-4.0%

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK J OHRSTROM	PRESIDENT	4.00	Officer Director	$0	$0	$0
JOHN H BIRDSALL III	DIRECTOR	2.00	Director	$0	$0	$0
CHARLES T AKRE	SECRETARY/TREASURER	4.00	Officer Director	$0	$0	$0
DIANA PRINCE	DIRECTOR	2.00	Director	$0	$0	$0
TREVOR POTTER	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
DAVID ALDRICH	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS MCLEAN	DIRECTOR	2.00	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	$866,688	$2,097,201	$27,931,000	$-1,230,513
2024	No data	No data	No data	No data
2023	$788,601	$1,133,390	$24,050,926	$-344,789
2022	$571,273	$2,034,314	$20,713,607	$-1,463,041
2021	$2,971,891	$962,145	$27,967,026	$2,009,746
2020	$392,770	$838,132	$23,911,093	$-445,362
2019	$733,086	$930,081	$21,659,488	$-196,995
2018	$1,232,416	$850,625	$18,042,526	$381,791

THE PIEDMONT FOUNDATION