APCU FOUNDATION INC (EIN 990455109) - 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

2023

Legal Domicile

Principal Officer

BLAKE GRAHAM

Phone

8008498431

Tax Period

2024-01-01 to 2024-12-31

APCU FOUNDATION INC, founded in 2023, is a small nonprofit in the Public & Societal Benefit sector that reported $308K in total revenue in fiscal year 2024. The organization ran a surplus of $228K, a strong 74% operating margin.

Mission

THE APCU FOUNDATION IS THE PHILANTHROPIC ARM OF APCU AND CENTER PARC CREDIT UNION.

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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 $310,852

Program Service Revenue $0

Investment Income $416

Other Revenue $-2,773

TOTAL REVENUE $308,495

Expense Breakdown

Grants Paid $80,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $80,000

Other Expenses $550

TOTAL EXPENSES $80,550

Year-over-Year Comparison

	2024	2023	Change
Revenue	$308,495	N/A	N/A
Expenses	$80,550	N/A	N/A
Net Income	$227,945	$0	N/A

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

$1,125,426

Total Directors

$2,269,162

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BLAKE GRAHAM	CEO	1.00	Officer Director	$0	$39,754	$628,544
RACHAEL MARTIN	CF0. TREASURER	1.00	Officer Director	$0	$20,111	$346,990
AMANDA MARCHESE	SECRETARY	1.00	Officer Director	$0	$39,909	$149,892
ASHLEY KELLEY	DIRECTOR	1.00	Director	$0	$35,542	$271,192
BLAKE WESTBROOK	DIRECTOR	1.00	Director	$0	$19,251	$219,488
JOHN ANDERSON	DIRECTOR	1.00	Director	$0	$45,703	$315,317
KIMBERLEY LEE	DIRECTOR	1.00	Director	$0	$37,303	$121,517
PHIL UPCHURCH	DIRECTOR	1.00	Director	$0	$0	$4,500
RYAN BUSENITZ	DIRECTOR	1.00	Director	$0	$28,455	$161,428
TIM PAYNE	DIRECTOR	1.00	Director	$0	$0	$24,232
VANESSA MEEK	DIRECTOR	1.00	Director	$0	$0	$26,062

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	$308,495	$80,550	$227,945	$227,945

APCU FOUNDATION INC