SCommunity Improvement & Capacity BuildingEIN: 454523314· Ruling Year: 2013

Michael E Portzen And Sara A Portzen Family Foundation

Peosta, Iowa

B+Health Score
66B+

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Good

💰
$1.1M
Total Revenue
📊
$580K
Total Expenses
🏦
$3.2M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+6.4%
Year-over-year change (2022 → 2023)
Net Margin
+49.6%
Revenue minus expenses as % of revenue
Working Capital Ratio
5.50
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

9 filings on record
YearRevenueExpensesAssets
2023$1,149,3446%$579,76130%$3,188,02822%
2022$1,080,13810%$828,7231%$2,620,91911%
2021$1,197,69182%$833,5251438%$2,370,92418%
2020$656,773106%$54,19232%$2,007,13143%
2019$318,617$79,601$1,403,7251403625%
2015$0100%$0$100
2014$1$0$100
2013$199%$0$100
2012$100$0$100

Frequently Asked Questions

What does Michael E Portzen And Sara A Portzen Family Foundation do?

Michael E Portzen And Sara A Portzen Family Foundation is a community improvement & capacity building nonprofit organization based in Iowa. It is classified under NTEE code S12 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Michael E Portzen And Sara A Portzen Family Foundation financially healthy?

Based on our 9-metric Financial Health Score model, Michael E Portzen And Sara A Portzen Family Foundation has a score of 66/100 (Grade: B+). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Michael E Portzen And Sara A Portzen Family Foundation generate?

Revenue data for Michael E Portzen And Sara A Portzen Family Foundation is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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