FOUNDATIONONE (EIN 731710393) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

FOUNDATIONONE, founded in 2004, is a community nonprofit in the Education sector that reported $1.5M in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $1.3M left a modest 11% surplus.

Mission

TO RAISE AND MANAGE FUNDS TO PROVIDE STUDENT SCHOLARSHIPS AND TUITION GRANTS FOR STUDENTS ATTENDING UPPER COLUMBIA ACADEMY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,245,030

Program Service Revenue $0

Investment Income $226,899

Other Revenue $0

TOTAL REVENUE $1,471,929

Expense Breakdown

Grants Paid $1,049,817

Salaries & Benefits $160,843

Fundraising Expenses $53,613

Program Expenses $1,103,432

Other Expenses $100,414

TOTAL EXPENSES $1,311,074

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,471,929	$1,193,899	+0.2%
Expenses	$1,311,074	$864,220	+0.5%
Net Income	$160,855	$329,679	-0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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
MARJORIE BAUER	DIRECTOR	2.00	Director	$0	$0	$0
DOUG JORGENSON	DIRECTOR	2.00	Director	$0	$0	$0
KEITH WILKINS	DIRECTOR	2.00	Director	$0	$0	$0
TAMMY POOLE	DIRECTOR	2.00	Director	$0	$0	$0
KEONI COLEMAN	DIRECTOR	2.00	Director	$0	$0	$0
JACLIN SMITH	DIRECTOR	2.00	Director	$0	$0	$0
MINDY WEBER	PRESIDENT	10.00	Officer	$0	$0	$0
BRENT FEATHERSTON	VICE PRESIDENT	10.00	Officer	$0	$0	$0
DANA DOWNING	TREASURER	10.00	Officer	$0	$0	$0
CHERI ATWOOD	ASSISTANT DIRECTOR	40.00	Key Emp	$0	$0	$0
DEAN KRAVIG	EXECUTIVE DIRECTOR	40.00	Key Emp	$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	No data	No data	No data	No data
2024	$1,471,929	$1,311,074	$7,371,989	$160,855
2023	$1,193,899	$864,220	$6,061,980	$329,679
2022	$2,555,330	$420,503	$5,521,712	$2,134,827
2021	$397,409	$307,010	$4,135,432	$90,399
2019	$427,526	$261,869	$3,838,144	$165,657
2018	$491,182	$353,533	$3,378,034	$137,649

FOUNDATIONONE