POUDRE SCHOOL DISTRICT FOUNDATION INC (EIN 841555092) - 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

2000

Legal Domicile

Principal Officer

TRACY KATZ

Phone

9704903009

Tax Period

2023-07-01 to 2024-06-30

POUDRE SCHOOL DISTRICT FOUNDATION INC, founded in 2000, is a small nonprofit in the Education sector that reported $333K in total revenue in fiscal year 2023. Revenue fell 74% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $120K, a strong 36% operating margin.

Mission

INSPIRING COMMUNITY INVESTMENT IN STUDENT LEARNING EXPERIENCES.

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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 $242,449

Program Service Revenue $0

Investment Income $90,166

Other Revenue $0

TOTAL REVENUE $332,615

Expense Breakdown

Grants Paid $177,117

Salaries & Benefits $0

Fundraising Expenses $6,837

Program Expenses $182,246

Other Expenses $35,205

TOTAL EXPENSES $212,322

Year-over-Year Comparison

	2023	2022	Change
Revenue	$332,615	$1,269,419	-0.7%
Expenses	$212,322	$142,205	+0.5%
Net Income	$120,293	$1,127,214	-0.9%

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

$139,752

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUMMER SHAFFER	EXECUTIVE DI	N/A	Officer	$0	$32,250	$139,752
TRACY KATZ	PRESIDENT	2.00	Officer Director	$0	$0	$0
REBEKAH HARVEY	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
ANGELA FRIERSON	TREASURER	2.00	Officer Director	$0	$0	$0
KATHY PHIFER	SECRETARY	2.00	Officer Director	$0	$0	$0
CARLEY MCABEE	MEMBER	1.00	Director	$0	$0	$0
KATHLEEN JABLONSKI	MEMBER	1.00	Director	$0	$0	$0
JACQUELINE EISENBERG-NELSON	MEMBER	1.00	Director	$0	$0	$0
KATIE BRAYDEN	MEMBER	1.00	Director	$0	$0	$0
ARTHUR SINTAS	PRIOR MEMBER	1.00	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
2025	No data	No data	No data	No data
2024	$332,615	$212,322	$2,882,322	$120,293
2023	$1,269,419	$142,205	$2,511,928	$1,127,214
2022	$200,015	$117,062	$1,248,522	$82,953
2021	$165,553	$79,510	$1,381,047	$86,043
2020	$101,138	$95,891	$1,119,671	$5,247
2019	$210,510	$249,373	$1,087,889	$-38,863
2018	$444,542	$444,768	$1,104,916	$-226

POUDRE SCHOOL DISTRICT FOUNDATION INC