PIERCE COLLEGE FOUNDATION (EIN 911039199) - 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

2003

Legal Domicile

Principal Officer

JENNIFER WOLBRECHT

Phone

2538643262

Tax Period

2024-01-01 to 2024-12-31

PIERCE COLLEGE FOUNDATION, founded in 2003, is a small nonprofit that reported $956K in total revenue in fiscal year 2024. Revenue surged 94% from the prior year, signaling strong growth momentum. The organization ran a surplus of $414K, a strong 43% operating margin.

Mission

PROVIDE SUPPORT, RESOURCES, AND OPPORTUNITIES THAT EMPOWER A DIVERSE COMMUNITY OF LEARNERS TO SUCCEED, THRIVE, AND CREATE LASTING IMPACT.

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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 $469,002

Program Service Revenue $363,495

Investment Income $113,443

Other Revenue $10,263

TOTAL REVENUE $956,203

Expense Breakdown

Grants Paid $131,844

Salaries & Benefits $0

Fundraising Expenses $35,001

Program Expenses $406,422

Other Expenses $410,687

TOTAL EXPENSES $542,531

Year-over-Year Comparison

	2024	2023	Change
Revenue	$956,203	$491,973	+0.9%
Expenses	$542,531	$402,484	+0.3%
Net Income	$413,672	$89,489	+3.6%

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
PATTY SUMMERS	PRESIDENT	1.00	Officer Director	$0	$0	$0
PAT LEWIS	TREASURER	1.00	Officer Director	$0	$0	$0
JONATHAN HARRIS	SECRETARY	1.00	Officer Director	$0	$0	$0
FRANCES DAVIS	PAST PRESIDENT	1.00	Director	$0	$0	$0
JOSE VELIZ	PRESIDENT ELECT	1.00	Director	$0	$0	$0
JEFF WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
TIM ALLEN	DIRECTOR	1.00	Director	$0	$0	$0
DON GALLION	DIRECTOR	1.00	Director	$0	$0	$0
NATALIE MAYER	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK KENNEDY	DIRECTOR	1.00	Director	$0	$0	$0
SYLVIA JAMES	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER WOLBRECHT	EXECUTIVE DIRECTOR	40.00	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	$956,203	$542,531	$7,599,176	$413,672
2023	$491,973	$402,484	$7,218,061	$89,489
2022	$1,447,605	$613,140	$7,028,721	$834,465
2021	$608,085	$392,272	$6,663,236	$215,813
2020	$996,457	$556,353	$6,470,627	$440,104
2019	$2,193,738	$996,693	$6,272,960	$1,197,045
2018	$1,069,649	$781,763	$4,958,612	$287,886

PIERCE COLLEGE FOUNDATION