BOBCAT LEGACY FOUNDATION (EIN 874183169) - 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

2021

Legal Domicile

Principal Officer

PAT HOGREFE

Phone

5632307044

Tax Period

2024-01-01 to 2024-12-31

BOBCAT LEGACY FOUNDATION, founded in 2021, is a small nonprofit in the Education sector that reported $195K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. The organization ran a surplus of $178K, a strong 92% operating margin.

Mission

BOBCAT LEGACY FOUNDATION, INC. IS DESIGNATED AS A NON-PROFIT CORPORATION. BOBCAT LEGACY FOUNDATION, INC. IS A FUNDRAISING ENTITY THAT WORKS WITH THE WESTERN DUBUQUE COMMUNITY SCHOOL DISTRICT, ITS ALUMNI, STAFF, AND THE LOCAL COMMUNITY BY SOLICITING DONATIONS AND PLEDGES. FUNDRAISING INITIATIVES INCLUDE WRITING FOR LOCAL GRANTS AND SETTING UP MEMORIALS FOR DECEASED LOVED ONES SO THAT THE FUNDS COLLECTED ON BEHALF OF THE FAMILY'S NAME AND BE DISBURSED TOWARD SCHOOL PROJECTS UPON THE FAMILY'S CHOOSING. THE MONEY THAT WILL BE COLLECTED WILL BE DONATED BACK INTO THE WESTERN DUBUQUE SCHOOL DISTRICT BUILDING PROJECTS THAT BENEFIT THE STUDENTS WITH THE OVERSIGHT OF THE BOARD OF DIRECTORS OF THE BOBCAT LEGACY FOUNDATION, INC.

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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 $193,000

Program Service Revenue $0

Investment Income $1,641

Other Revenue $0

TOTAL REVENUE $194,641

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $16,144

Other Expenses $16,144

TOTAL EXPENSES $16,144

Year-over-Year Comparison

	2024	2023	Change
Revenue	$194,641	$218,627	-0.1%
Expenses	$16,144	$500,378	-1.0%
Net Income	$178,497	$-281,751	-1.6%

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

N/A

Independent Members

N/A

Employees

N/A

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
PAT HOGREFE	PRESIDENT	0.50	Officer	$0	$0	$0
PEG HARBAUGH	VICE PRESIDENT	0.50	Officer	$0	$0	$0
LISA VOGEL	SECRETARY	0.50	Officer	$0	$0	$0
JAYME KLUESNER	TREASURER	0.50	Officer	$0	$0	$0
AARON BURDS	OFFICER	0.50	Officer	$0	$0	$0
BRENT GOLDSMITH	OFFICER	0.50	Officer	$0	$0	$0
SCOTT HARRIS	OFFICER	0.50	Officer	$0	$0	$0
KASSY HERRIG	OFFICER	0.50	Officer	$0	$0	$0
BRAD KOTZ	OFFICER	0.50	Officer	$0	$0	$0
MEGAN MCKENNA	OFFICER	0.50	Officer	$0	$0	$0
SHANNON QUAGLIANO	OFFICER	0.50	Officer	$0	$0	$0
TIM QUAGLIANO	OFFICER	0.50	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
2024	$194,641	$16,144	$1,331	$178,497
2023	$218,627	$500,378	$9,740	$-281,751

BOBCAT LEGACY FOUNDATION