CALVIN COOLIDGE PRESIDENTIAL FOUNDATION INC (EIN 036009701) - 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

1960

Legal Domicile

Principal Officer

AMITY SHLAES

Phone

8026723389

Tax Period

2023-01-01 to 2023-12-31

CALVIN COOLIDGE PRESIDENTIAL FOUNDATION INC, founded in 1960, is a community nonprofit in the Religion sector that reported $8.1M in total revenue in fiscal year 2023. Revenue surged 168% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.9M, a strong 48% operating margin.

Mission

TO PERPETUATE THE MEMORY OF CALVIN COOLIDGE,THE 30TH PRESIDENT OF THE UNITED STATES THROUGH EDUCATION.

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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 (2023)

Revenue Breakdown

Contributions & Grants $6,335,058

Program Service Revenue $6,225

Investment Income $1,849,834

Other Revenue $-55,336

TOTAL REVENUE $8,135,781

Expense Breakdown

Grants Paid $1,433,929

Salaries & Benefits $1,331,882

Fundraising Expenses $323,897

Program Expenses $3,405,578

Other Expenses $1,493,697

TOTAL EXPENSES $4,259,508

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,135,781	$3,037,230	+1.7%
Expenses	$4,259,508	$3,989,913	+0.1%
Net Income	$3,876,273	$-952,683	-5.1%

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

Volunteers

250

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

$644,840

Total Directors

$335,279

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMITY SHLAES	TRUST/CHAIR&CEO	45.00	Officer Director	$300,000	$35,279	$335,279
MATTHEW DENHART	President	30.00	Officer	$200,000	$34,561	$309,561
Colleen Stamos	Dir,Coolidge House	40.00		$123,404	$18,405	$141,809
Rob Hammer	Dir, Scholarship	40.00		$118,173	$18,666	$136,839
Jared Rhoads	Dir, Debate	40.00		$109,952	$5,498	$115,450
E DAVID COOLIDGE	Trustee/V Chair	1.00	Officer Director	$0	$0	$0
ROBERT A CERASOLI	Trustee	1.00	Director	$0	$0	$0
JENNIFER HARVILLE	Trustee	1.00	Director	$0	$0	$0
JAMES H DOUGLAS	TRUST/VICECHAIR	1.00	Officer Director	$0	$0	$0
ROBY HARRINGTON III	Trustee	1.00	Director	$0	$0	$0
CHRISTOPHER C JETER	Trustee	1.00	Director	$0	$0	$0
VLAD CORIC	Trustee	1.00	Director	$0	$0	$0
C BOYDEN GRAY	Trustee	1.00	Director	$0	$0	$0
K ALAN HASSENFLU	Trustee	1.00	Director	$0	$0	$0
CHRIS NUNN	Trustee	1.00	Director	$0	$0	$0
MICHAEL KEISER	Trustee	1.00	Director	$0	$0	$0
GARLAND TUCKER III	Trustee	1.00	Director	$0	$0	$0
JOHN CHILDS	Trustee	1.00	Director	$0	$0	$0
CHRISTOPHER COX	Trustee	1.00	Director	$0	$0	$0
STEVE FORBES	Trustee	1.00	Director	$0	$0	$0
SANDRA E GALE	Trustee	1.00	Director	$0	$0	$0
CATHERINE BARR WINDELS	Trustee	1.00	Director	$0	$0	$0
KURT SCHMOKE	Trustee	1.00	Director	$0	$0	$0
JANICE ROGERS BROWN	Trustee	1.00	Director	$0	$0	$0
MICHAEL ARONSTEIN	Trustee	1.00	Director	$0	$0	$0
RICHARD R HOUGH III	Trustee/Treas	1.00	Officer Director	$0	$0	$0
JUDGE EDITH JONES	Trustee	1.00	Director	$0	$0	$0
MICHAEL BLOCK	Trustee	1.00	Director	$0	$0	$0
JENNIFER MCCAIN	Trustee	1.00	Director	$0	$0	$0
JOHN COCHRANE	Trustee	1.00	Director	$0	$0	$0
JANE HEMENWAY	Trustee/Sec	1.00	Officer 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
2024	No data	No data	No data	No data
2023	$8,135,781	$4,259,508	$32,672,174	$3,876,273
2022	$3,037,230	$3,989,913	$28,685,698	$-952,683
2021	$4,835,507	$3,763,641	$33,582,389	$1,071,866
2020	$3,767,193	$2,217,455	$28,347,314	$1,549,738
2019	$3,267,130	$2,287,249	$25,076,480	$979,881
2018	$10,697,608	$1,873,023	$20,635,818	$8,824,585

CALVIN COOLIDGE PRESIDENTIAL FOUNDATION INC