POLK COUNTY 4H & YOUTH FOUNDATION I (EIN 566049531) - 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

Principal Officer

DONNA SOUTHWORTH

Phone

8288943251

Tax Period

2021-07-01 to 2022-06-30

POLK COUNTY 4H & YOUTH FOUNDATION I is a micro nonprofit in the Food, Agriculture & Nutrition sector that reported $42K in total revenue in fiscal year 2021. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $35K, a strong 83% operating margin.

Mission

YOUTH PROGRAMS

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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 (2021)

Revenue Breakdown

Contributions & Grants $900

Program Service Revenue $9,003

Investment Income $32,308

Other Revenue $0

TOTAL REVENUE $42,211

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,703

Other Expenses $7,070

TOTAL EXPENSES $7,070

Year-over-Year Comparison

	2021	2020	Change
Revenue	$42,211	$32,045	+0.3%
Expenses	$7,070	$8,482	-0.2%
Net Income	$35,141	$23,563	+0.5%

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
ANNE ARLEDGE	TREASURER	N/A	Officer Director	$0	$0	$0
WALLY HUGHES	DIRECTOR	N/A	Director	$0	$0	$0
BOB KROMER	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
TERRY LYNCH	DIRECTOR	N/A	Director	$0	$0	$0
DARLENE MCFARLAND	DIRECTOR	N/A	Director	$0	$0	$0
SUSY NIXON	DIRECTOR	N/A	Director	$0	$0	$0
PENNY PADGETT	DIRECTOR	N/A	Director	$0	$0	$0
DONNA SOUTHWORTH	DIRECTOR	N/A	Director	$0	$0	$0
DONNA SOUTHWORTH	PRESIDENT	N/A	Officer Director	$0	$0	$0
JACKIE WEEDON	SECRETARY	N/A	Officer 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
2022	$42,211	$7,070	$686,406	$35,141
2021	$32,045	$8,482	$1,070,628	$23,563
2020	$125,389	$30,219	$934,988	$95,170
2019	$394,984	$25,871	$771,591	$369,113

POLK COUNTY 4H & YOUTH FOUNDATION I