COPPERLEAF CHARITABLE FOUNDATION I… - Form 990 Financial Data

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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

WILLIAM STARR

Phone

2393902027

Tax Period

2024-07-01 to 2025-06-30

COPPERLEAF CHARITABLE FOUNDATION INC, founded in 2004, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $327K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $72K, a strong 22% operating margin.

Mission

THE COPPERLEAF CHARITABLE FOUNDATION IS A TAX EXEMPT 501 (C) 3 NON-PROFIT ORGANIZATION THAT COLLECTS AND DISTRIBUTES FUNDS FOR FOOD, EDUCATION AND HEALTH CARE, FOR THE BENEFIT OF LOCAL CHARITIES AND THE COPPERLEAF GOLF CLUB'S SURROUNDING COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $243,752

FUNDRAISING EVENTS THAT SUPPORT LOCAL COMMUNITY SOCIAL MISSION

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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 $248,727

Program Service Revenue $0

Investment Income $44,072

Other Revenue $34,605

TOTAL REVENUE $327,404

Expense Breakdown

Grants Paid $236,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $243,752

Other Expenses $19,253

TOTAL EXPENSES $255,253

Year-over-Year Comparison

	2024	2023	Change
Revenue	$327,404	$296,106	+0.1%
Expenses	$255,253	$260,526	0.0%
Net Income	$72,151	$35,580	+1.0%

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
BARB BROWN	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
WILLIAM STARR	PRESIDENT	16.00	Officer Director	$0	$0	$0
RANDAL SCHUMACHER	DIRECTOR	20.00	Director	$0	$0	$0
JOE GALLAGHER	DIRECTOR	3.00	Director	$0	$0	$0
DENNIS ENGEL	DIRECTOR	3.00	Director	$0	$0	$0
MARK GRZESIAK	TREASURER	10.00	Officer Director	$0	$0	$0
ANN KALIN	DIRECTOR	3.00	Director	$0	$0	$0
BILL O'DELL	SECRETARY	10.00	Officer Director	$0	$0	$0
DONNA KASLE	DIRECTOR	8.00	Director	$0	$0	$0
DAVID MAHER	DIRECTOR	5.00	Director	$0	$0	$0
MARCIA ALLISON	DIRECTOR	8.00	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	$327,404	$255,253	$684,849	$72,151
2024	$296,106	$260,526	$603,081	$35,580
2023	$307,044	$264,884	$524,548	$42,160
2022	$289,985	$223,769	$457,029	$66,216
2020	$183,765	$158,660	$365,656	$25,105

COPPERLEAF CHARITABLE FOUNDATION INC