Pikes Peak Area Rotary Endowment

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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

1976

Legal Domicile

Principal Officer

Owen Schoolsky

Phone

7196336150

Tax Period

2024-07-01 to 2025-06-30

Pikes Peak Area Rotary Endowment, founded in 1976, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $486K in total revenue in fiscal year 2024. Revenue surged 220% from the prior year, signaling strong growth momentum. The organization ran a surplus of $347K, a strong 71% operating margin.

Mission

To provide funds to nonprofit organizations in the Pikes Peak region to help further their nonprofit mission.

Program Service Accomplishments

Program 1

Expenses: $112,944 Revenue: $122,215

Provided funds to Pikes Peak region nonprofit organizations from the Osborne donor-advised fund to help further their nonprofit mission.

Program 2

Expenses: $21,344 Revenue: $317,793

Provided funds to the Pikes Peak region nonprofits from the PPARE general fund to help further their nonprofit mission.

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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 $440,008

Program Service Revenue $0

Investment Income $45,097

Other Revenue $643

TOTAL REVENUE $485,748

Expense Breakdown

Grants Paid $124,552

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $134,288

Other Expenses $14,413

TOTAL EXPENSES $138,965

Year-over-Year Comparison

	2024	2023	Change
Revenue	$485,748	$151,896	+2.2%
Expenses	$138,965	$148,414	-0.1%
Net Income	$346,783	$3,482	+98.6%

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

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
Jeannie Porter	Secretary	0.19	Director	$0	$0	$0
Roger Kort	Member	0.29	Director	$0	$0	$0
Tom Tudor	Member	0.29	Director	$0	$0	$0
Mike Sperry	Member	0.27	Director	$0	$0	$0
Tony Fagnant	Chairman	0.77	Officer Director	$0	$0	$0
Lorraine Willis	Member	0.19	Director	$0	$0	$0
Jeff Tiona	Treasurer	0.06	Director	$0	$0	$0
Jody Richie	Member	0.29	Director	$0	$0	$0
Matthew Berumen	Member	0.15	Director	$0	$0	$0
Steve Blazer	Member	0.23	Director	$0	$0	$0
Anna Fish	Member	0.29	Director	$0	$0	$0
Owen Schoolsky	Endowment Chair	0.96	Director	$0	$0	$0
Roseann Roome	Member	0.29	Director	$0	$0	$0
Janna Haas	Member	0.48	Director	$0	$0	$0
Randy Stiles	Member	0.04	Director	$0	$0	$0
Renee Gust	Member	0.17	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	$485,748	$138,965	$1,026,563	$346,783
2024	$151,896	$148,414	$650,681	$3,482
2023	$150,433	$156,917	$609,157	$-6,484
2022	$177,809	$142,671	$597,232	$35,138
2021	$148,532	$133,555	$665,237	$14,977
2020	$143,171	$143,766	$555,839	$-595
2019	$141,407	$141,138	$556,083	$269