Poudre Education Association (EIN 840772058) - 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

1981

Phone

9702226165

Tax Period

2024-09-01 to 2025-08-31

Poudre Education Association, founded in 1981, is a small nonprofit that reported $400K in total revenue in fiscal year 2024. Revenue surged 36% from the prior year, signaling strong growth momentum. The organization ran a surplus of $90K, a strong 22% operating margin.

Mission

Labor organization for CERTIFIED STAFF of the Poudre School District in Fort Collins, Colorado. PEA leads & trains members to create work-site environments where teachers can thrive and students can succeed.

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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 $398,034

Program Service Revenue $0

Investment Income $2,009

Other Revenue $0

TOTAL REVENUE $400,043

Expense Breakdown

Grants Paid $0

Salaries & Benefits $809

Fundraising Expenses $0

Other Expenses $236,353

TOTAL EXPENSES $310,092

Year-over-Year Comparison

	2024	2023	Change
Revenue	$400,043	$294,261	+0.4%
Expenses	$310,092	$319,295	0.0%
Net Income	$89,951	$-25,034	-4.6%

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

N/A

Employees

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
Hannah Ball	Director	1.00	Director	$0	$0	$0
Elizabeth Loyd	Director	0.00	Director	$0	$0	$0
Cris Fierro	Director	1.00	Director	$0	$0	$0
Alisa Hicks	Director	2.00	Director	$0	$0	$0
Wendy Bergman	Director	0.00	Director	$0	$0	$0
Haleigh Alexander	Director	4.00	Officer Director	$0	$0	$0
Nicole Alvarado	Vice President	4.00	Officer	$0	$0	$0
Pamela Davidson	Treasurer	7.00	Officer	$0	$0	$0
Candice Mozer	President	0.00	Officer	$0	$0	$0
Kevin Murray	Secretary	3.00	Officer	$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	$400,043	$310,092	$249,765	$89,951
2024	No data	No data	No data	No data
2023	$241,890	$248,132	$451,801	$-6,242
2022	$251,221	$257,632	$351,996	$-6,411
2021	$366,069	$246,167	$358,407	$119,902
2020	$61,647	$161,007	$113,673	$-99,360

Poudre Education Association