FIRST PRESBYTERIAN CHURCH OF BEND FOUNDATION (EIN 851978134) - 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

2020

Legal Domicile

Principal Officer

JOHN KOZIOL

Phone

5414790016

Tax Period

2024-01-01 to 2024-12-31

FIRST PRESBYTERIAN CHURCH OF BEND FOUNDATION, founded in 2020, is a small nonprofit in the Religion sector that reported $107K in total revenue in fiscal year 2024. Revenue surged 248% from the prior year, signaling strong growth momentum. The organization ran a surplus of $56K, a strong 53% operating margin.

Mission

FIRST PRESBYTERIAN CHURCH FOUNDATION IS AFFILIATED WITH THE FIRST PRESBYTERIAN CHURCH OF BEND TO PROVIDE THE OPPORTUNITY FOR DONORS TO SUPPORT VARIOUS MINISTRIES OF THE CHURCH THAT ARE OUTSIDE OF THE CHURCH'S NORMAL OPERATING BUDGET.

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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 $10,429

Program Service Revenue $0

Investment Income $96,370

Other Revenue $0

TOTAL REVENUE $106,799

Expense Breakdown

Grants Paid $31,077

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $31,077

Other Expenses $19,554

TOTAL EXPENSES $50,631

Year-over-Year Comparison

	2024	2023	Change
Revenue	$106,799	$30,732	+2.5%
Expenses	$50,631	$59,147	-0.1%
Net Income	$56,168	$-28,415	-3.0%

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

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
JOHN KOZIOL	PRESIDENT	4.00	Officer Director	$0	$0	$0
JIM DOWDEN	TREASURER	4.00	Officer Director	$0	$0	$0
RUSSELL TRUELL	SECRETARY	3.00	Officer Director	$0	$0	$0
BOB BATES	DIRECTOR	1.00	Director	$0	$0	$0
BOB LACROIX	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINA DAVENPORT	DIRECTOR	1.00	Director	$0	$0	$0
KENNY HADDEN	DIRECTOR	1.00	Director	$0	$0	$0
GRETCHEN WILLIVER	DIRECTOR	1.00	Director	$0	$0	$0
BRENDA SIMPSON	DIRECTOR	1.00	Director	$0	$0	$0
JUDY STIEGLER	DIRECTOR	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
2024	$106,799	$50,631	$867,813	$56,168
2023	$30,732	$59,147	$819,912	$-28,415
2022	$-34,909	$86,863	$774,909	$-121,772
2021	$142,960	$70,062	$952,686	$72,898
2020	$87,402	$44,836	$935,784	$42,566

FIRST PRESBYTERIAN CHURCH OF BEND FOUNDATION