FOUNDATION AT PCK (EIN 841477805) - 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

1998

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

FOUNDATION AT PCK, founded in 1998, is a small nonprofit in the Education sector that reported $275K in total revenue in fiscal year 2023. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $252K, a strong 92% operating margin.

Mission

THE FOUNDATION AT PCK PROMOTES & SUPPORTS THE EDUCATIONAL ADVANCEMENT OF PCK CHARTER SCHOOL THROUGH THE DEVELOPMENT OF PRIVATE RESOURCES & CHARITABLE DONATIONS. THEY WILL ENHANCE THE LEARNING ENVIRONMENT OF PCK WHILE UPHOLDING A STANDARD OF EXCELLENCE IN EDUCATION.

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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 $217,440

Program Service Revenue $0

Investment Income $57,562

Other Revenue $0

TOTAL REVENUE $275,002

Expense Breakdown

Grants Paid $20,192

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $20,192

Other Expenses $2,324

TOTAL EXPENSES $22,516

Year-over-Year Comparison

	2023	2022	Change
Revenue	$275,002	$216,986	+0.3%
Expenses	$22,516	$190,121	-0.9%
Net Income	$252,486	$26,865	+8.4%

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

N/A

Independent Members

N/A

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	Role	Reportable Comp	Other Comp	Total
BRITTANY MORGAN	BOARD MEMBER	Director	$0	$0	$0
CHRISTINE HEIMBROCK	BOARD MEMBER	Director	$0	$0	$0
HOLLY SHANNON	BOARD MEMBER	Director	$0	$0	$0
CHELSEA SPIKA	BOARD MEMBER	Director	$0	$0	$0
BARBIE WARFIELD	BOARD MEMBER	Director	$0	$0	$0
LAURA ERHUY	BOARD MEMBER	Director	$0	$0	$0
ANDREW CAMPBELL	TREASURER	Director	$0	$0	$0
PAMELA WHITEHORN	PRESIDENT	Director	$0	$0	$0
SAMANTHA THOMPSON	SECRETARY	Director	$0	$0	$0
SHANNON CARTER	BOARD MEMBER	Director	$0	$0	$0
NICETA BRADBURN	BOARD MEMBER	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
2025	No data	No data	No data	No data
2024	$275,002	$22,516	$296,461	$252,486
2023	$216,986	$190,121	$43,975	$26,865
2022	$167,369	$310,274	$17,110	$-142,905

FOUNDATION AT PCK