MT ANGEL COMMUNITY FOUNDATION

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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

1995

Legal Domicile

Principal Officer

LORI PAVLICEK

Phone

5038456835

Tax Period

2024-01-01 to 2024-12-31

MT ANGEL COMMUNITY FOUNDATION, founded in 1995, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $86K in total revenue in fiscal year 2024. Revenue fell 71% from the prior year — a significant decline worth monitoring. Expenses of $176K exceeded revenue, resulting in a 105% operating deficit.

Mission

MT. ANGEL COMMUNITY FOUNDATION IS A COMMUNITY-BASED, NOT-FOR-PROFIT ORGANIZATION THAT FACILITATES FUNDING AND DEVELOPMENT OF PROJECTS OF AN ENDURING NATURE THAT SERVE, ENHANCE AND ENRICH THE GREATER COMMUNITY OF MT. ANGEL, OREGON.

Program Service Accomplishments

Program 1

Expenses: $35,491

PROVIDED FINANCIAL SUPPORT TO 25 SELECTED LOCAL STUDENTS ATTENDING COLLEGE OR OTHER SCHOOLS OF HIGHER EDUCATION.

Program 2

Expenses: $113,264

PROVIDED FUNDS FOR THE MAINTENANCE & OPERATION OF THE MT. ANGEL COMMUNITY BUILDING.

Program 3

Expenses: $12,938

PROVIDE FINANCIAL SUPPORT TO ORGANIZATIONS IN THE MT. ANGEL COMMUNITY.

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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 $70,011

Program Service Revenue $0

Investment Income $15,500

Other Revenue $731

TOTAL REVENUE $86,242

Expense Breakdown

Grants Paid $48,429

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $161,693

Other Expenses $127,983

TOTAL EXPENSES $176,412

Year-over-Year Comparison

	2024	2023	Change
Revenue	$86,242	$297,431	-0.7%
Expenses	$176,412	$252,739	-0.3%
Net Income	$-90,170	$44,692	-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
LORI PAVLICEK	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN GOOLEY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
GAYLE SCHMIDT	TREASURER	2.00	Officer Director	$0	$0	$0
TOM BAUMAN	SECRETARY	0.50	Officer Director	$0	$0	$0
PAUL ZOLLNER	BOARD MEMBER	0.50	Director	$0	$0	$0
IRENE NOVICHIHIN	BOARD MEMBER	0.50	Director	$0	$0	$0
PAT SPRAUER	BOARD MEMBER	0.50	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	$86,242	$176,412	$4,531,005	$-90,170
2023	$297,431	$252,739	$4,495,934	$44,692
2022	$279,045	$154,550	$4,358,356	$124,495
2021	$206,913	$198,477	$4,329,309	$8,436
2020	$52,718	$141,906	$4,186,304	$-89,188
2019	$61,554	$141,339	$4,199,999	$-79,785
2018	$76,839	$129,833	$4,184,714	$-52,994