NORTHWEST COLLEGE FOUNDATION

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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

1966

Legal Domicile

Principal Officer

STAN LUNDBERG

Phone

3077546110

Tax Period

2024-07-01 to 2025-06-30

NORTHWEST COLLEGE FOUNDATION, founded in 1966, is a community nonprofit that reported $5.5M in total revenue in fiscal year 2024. Revenue surged 154% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.6M, a strong 48% operating margin.

Mission

BY SECURING AND MANAGING PRIVATE GIFTS, THE NORTHWEST COLLEGE FOUNDATION INSPIRES CONFIDENCE, INVOLVEMENT AND FINANCIAL COMMITMENT OF ALUMNI, FRIENDS OF THE COLLEGE, AND NWC EMPLOYEES TO FOSTER EDUCATIONAL EXCELLENCE FOR NORTHWEST COLLEGE STUDENTS.

Program Service Accomplishments

Program 1

Expenses: $751,953 Revenue: $700,754

THE FOUNDATION RECEIVES GIFTS OF CASH AND NONCASH ITEMS WITH DESIGNATED PURPOSES. THE ITEMS ARE THEN PASSED ON TO THE COLLEGE AS IT MEETS THE DESINATED PURPOSE.

Program 2

Expenses: $1,586,292

INCOME FROM ENDOWED FUNDS IS GIVEN TO NORTHWEST COLLEGE TO PAY SCHOLARSHIPS AND WORK STUDY TO INDIVIDUALS SELECTED BY THE COLLEGE THAT MEET DONOR SPECIFICATIONS

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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 $1,606,464

Program Service Revenue $0

Investment Income $3,124,187

Other Revenue $721,854

TOTAL REVENUE $5,452,505

Expense Breakdown

Grants Paid $2,268,094

Salaries & Benefits $343,119

Fundraising Expenses $273,817

Program Expenses $2,338,245

Other Expenses $226,200

TOTAL EXPENSES $2,837,413

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,452,505	$2,143,925	+1.5%
Expenses	$2,837,413	$4,755,058	-0.4%
Net Income	$2,615,092	$-2,611,133	-2.0%

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

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

$183,447

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE ROCKHOLD	PRESIDENT	0.30	Officer Director	$0	$0	$0
TIM HOPKINS	VICE PRESIDENT	0.30	Officer Director	$0	$0	$0
TRACE PAUL	2ND VICE PRESIDENT	0.30	Officer Director	$0	$0	$0
SARAH JOHNSON	SECRETARY	0.30	Officer Director	$0	$0	$0
JACQUELINE MICHEL	ASST. SECRETARY	0.30	Officer Director	$0	$0	$0
STAN LUNDBERG	TREASURER	0.30	Officer Director	$0	$0	$0
BRYAN LEE	ASST. TREASURER	0.30	Officer Director	$0	$0	$0
STEFANIE BELL	DIRECTOR	0.30	Director	$0	$0	$0
DAVE BONNER	DIRECTOR	0.30	Director	$0	$0	$0
WENDY CAPPS	DIRECTOR	0.30	Director	$0	$0	$0
CLAY CUMMINS	DIRECTOR	0.30	Director	$0	$0	$0
CAROLYN DANKO	DIRECTOR	0.30	Director	$0	$0	$0
DAVID HILL	DIRECTOR	0.30	Director	$0	$0	$0
RON HILL	DIRECTOR	0.30	Director	$0	$0	$0
NATHAN KEEFER	DIRECTOR	0.30	Director	$0	$0	$0
RJ KOST	DIRECTOR	0.30	Director	$0	$0	$0
MIKE MCDANIEL	DIRECTOR	0.30	Director	$0	$0	$0
MEGAN NICKLES	DIRECTOR	0.30	Director	$0	$0	$0
DAVID NORTHRUP	DIRECTOR	0.30	Director	$0	$0	$0
CHARLOTTE PATRICK	DIRECTOR	0.30	Director	$0	$0	$0
DUSTIN SCHUTZMAN	DIRECTOR	0.30	Director	$0	$0	$0
CASEY SORENSON	DIRECTOR	0.30	Director	$0	$0	$0
CHRISTOPHER TAGGART	DIRECTOR	0.30	Director	$0	$0	$0
SHAWN WARNER	DIRECTOR	0.30	Director	$0	$0	$0
RON WEATHERMON	DIRECTOR	0.30	Director	$0	$0	$0
TYLER YATES	DIRECTOR	0.30	Director	$0	$0	$0
SHELBY WETZEL	EXECUTIVE DIRECTOR	40.00	Officer	$145,497	$33,780	$183,447

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	$5,452,505	$2,837,413	$57,090,867	$2,615,092
2024	No data	No data	No data	No data
2023	$5,190,914	$3,624,361	$54,441,448	$1,566,553
2022	$6,739,885	$4,974,562	$49,197,318	$1,765,323
2021	$7,208,480	$3,342,098	$59,844,602	$3,866,382
2020	$3,155,219	$2,685,715	$48,715,912	$469,504
2019	$396,741	$2,405,738	$46,750,988	$-2,008,997
2018	$4,586,606	$2,411,896	$39,168,907	$2,174,710