CARSON KOLZIG FOUNDATION INC (EIN 200665249) - 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

2004

Legal Domicile

Principal Officer

CHRIS PETERSON

Phone

5095284144

Tax Period

2018-01-01 to 2018-12-31

CARSON KOLZIG FOUNDATION INC, founded in 2004, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $111K in total revenue in fiscal year 2018. Revenue surged 100% from the prior year, signaling strong growth momentum. Expenses of $171K exceeded revenue, resulting in a 54% operating deficit.

Mission

TO ENHANCE AUTISM TREATMENT RESOURCES IN THE TRI-CITIES.

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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 (2018)

Revenue Breakdown

Contributions & Grants $55,202

Program Service Revenue $0

Investment Income $53,416

Other Revenue $2,236

TOTAL REVENUE $110,854

Expense Breakdown

Grants Paid $0

Salaries & Benefits $35,000

Fundraising Expenses $0

Program Expenses $136,224

Other Expenses $135,936

TOTAL EXPENSES $170,936

Year-over-Year Comparison

	2018	2017	Change
Revenue	$110,854	$55,454	+1.0%
Expenses	$170,936	$188,674	-0.1%
Net Income	$-60,082	$-133,220	-0.5%

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

$35,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS PETERSON	PRESIDENT/TREASURER	5.00	Officer Director	$0	$0	$0
OLIE KOLZIG	PRESIDENT	1.00	Officer Director	$0	$0	$0
CHRISTIN KOLZIG	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KYLE LAPIERRE	BOARD MEMBER	1.00	Director	$0	$0	$0
KELLEE BALCOM	CONTRACTED EXECUTIVE DIREC	20.00	Officer	$35,000	$0	$35,000

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
2018	$110,854	$170,936	$219,182	$-60,082

CARSON KOLZIG FOUNDATION INC