Pat Foundation Inc (EIN 752727416) - 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

1997

Legal Domicile

Principal Officer

Jason Hostetler

Phone

9036526476

Tax Period

2023-01-01 to 2023-12-31

Pat Foundation Inc, founded in 1997, is a micro nonprofit in the Human Services sector that reported $82K in total revenue in fiscal year 2023. Revenue surged 133% from the prior year, signaling strong growth momentum. The organization ran a surplus of $44K, a strong 53% operating margin.

Mission

Provide scholarships to graduating seniors of Prairiland ISD.

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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 (2023)

Revenue Breakdown

Contributions & Grants $24,150

Program Service Revenue $0

Investment Income $55,756

Other Revenue $1,919

TOTAL REVENUE $81,825

Expense Breakdown

Grants Paid $37,000

Salaries & Benefits $0

Fundraising Expenses $869

Program Expenses $37,390

Other Expenses $1,259

TOTAL EXPENSES $38,259

Year-over-Year Comparison

	2023	2022	Change
Revenue	$81,825	$35,063	+1.3%
Expenses	$38,259	$26,230	+0.5%
Net Income	$43,566	$8,833	+3.9%

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
Jala Nation	Board Member	2.00	Director	$0	$0	$0
Kelly Dorries	Board Member	2.00	Director	$0	$0	$0
Paige Jordan	Secretary	4.00	Officer	$0	$0	$0
Angie Story	Vice President	4.00	Officer	$0	$0	$0
Lonna Lewis	Board Member	2.00	Director	$0	$0	$0
Melissa Bridges	President	4.00	Officer	$0	$0	$0
Valorie Harp	Board Member	2.00	Director	$0	$0	$0
Jason Hostetler	Treasurer	4.00	Officer	$0	$0	$0
April Newman	Board Member	2.00	Director	$0	$0	$0
Alisha Rhoades	Board Member	2.00	Director	$0	$0	$0
Mahona Kinabrew	Board Member	2.00	Director	$0	$0	$0
Melissa Gordon	Board Member	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
2024	No data	No data	No data	No data
2023	$81,825	$38,259	$997,852	$43,566
2022	$35,063	$26,230	$842,280	$8,833
2021	$62,872	$24,550	$924,756	$38,322
2020	$43,626	$33,006	$724,768	$10,620
2019	$68,491	$33,727	$686,323	$34,764
2018	$74,341	$44,292	$565,242	$30,049

Pat Foundation Inc