COPD FOUNDATION INC (EIN 201048322) - 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

KALEO CURTIS

Phone

8667312673

Tax Period

2024-07-01 to 2025-06-30

COPD FOUNDATION INC, founded in 2004, is a mid-sized nonprofit in the Diseases & Disorders sector that reported $14.4M in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $12.6M left a modest 12% surplus.

Mission

THE COPD FOUNDATION IS A PATIENT-CENTERED ORGANIZATION COMMITTED TO PREVENTING COPD, BRONCHIECTASIS, AND NONTUBERCULOUS MYCOBACTERIAL (NTM) LUNG DISEASE, AND TO SEEKING CURES WHILE IMPROVING LIVES AND ADVOCATING FOR ALL AFFECTED.

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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 $13,595,105

Program Service Revenue $189,245

Investment Income $544,334

Other Revenue $52,660

TOTAL REVENUE $14,381,344

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,063,571

Fundraising Expenses $999,258

Program Expenses $8,986,675

Other Expenses $7,542,483

TOTAL EXPENSES $12,606,054

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,381,344	$10,974,474	+0.3%
Expenses	$12,606,054	$10,855,388	+0.2%
Net Income	$1,775,290	$119,086	+13.9%

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

337

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

$970,397

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES D CRAPO MD	BOARD CHAIR	10.00	Director	$0	$0	$0
VALERIE CHANG ESQ	VICE CHAIR	2.00	Officer Director	$0	$0	$0
RICHARD CASABURI PHD MD	DIRECTOR	2.00	Director	$0	$0	$0
STEW COGAN ESQ	DIRECTOR	2.00	Director	$0	$0	$0
PHYLISS DILORENZO	DIRECTOR	2.00	Director	$0	$0	$0
MARK DRANSFIELD MD	DIRECTOR	2.00	Director	$0	$0	$0
LEONARD FROMER MD	DIRECTOR	2.00	Director	$0	$0	$0
MEILAN HAN MD	DIRECTOR	2.00	Director	$0	$0	$0
JIM HARRIS	DIRECTOR	2.00	Director	$0	$0	$0
JERRY KRISHNAN PHD	DIRECTOR	2.00	Director	$0	$0	$0
DAVID MANNINO PHD	DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM PILKINGTON DPA MPA MA	DIRECTOR	2.00	Director	$0	$0	$0
CINDY PRAEGER EMP	DIRECTOR	2.00	Director	$0	$0	$0
MIKE ROGERS	DIRECTOR	2.00	Director	$0	$0	$0
JEAN ROMMES PHD	DIRECTOR	2.00	Director	$0	$0	$0
RISA STACK PHD	DIRECTOR	2.00	Director	$0	$0	$0
BYRON M THOMASHOW MD	DIRECTOR	2.00	Director	$0	$0	$0
JOHN TORRENCE	DIRECTOR	2.00	Director	$0	$0	$0
VINCENT MALANGA	EVP, CHIEF INFORMATION OFFICER	40.00	Officer	$220,776	$19,380	$240,156
ELISHA MALANGA	CHIEF CORPORATE RELATIONS OFFICER	40.00	Officer	$165,743	$39,531	$205,274
KALEO CURTIS	CHIEF FINANCIAL OFFICER	40.00	Officer	$168,644	$31,524	$200,168
JEAN WRIGHT MD MBA	CHIEF EXECUTIVE OFFICER	40.00	Officer	$295,381	$29,418	$324,799
SASHA LAVIN	SR DIRECTOR OF FINANCE	40.00	Highest	$141,238	$16,362	$157,600
CRYSTAL ROTHHAAR	VP, MARKETING & COMMUNICATIONS	40.00	Highest	$150,024	$18,273	$168,297
DELIA PRIETO OLIVER	VP, BRONCHIECTASIS OPERATIONS	40.00	Highest	$123,543	$17,328	$140,871
PETER AMARI	VP, INFORMATION TECHNOLOGY & DESIGN	40.00	Highest	$119,329	$0	$119,329

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	$14,381,344	$12,606,054	$12,515,154	$1,775,290
2024	No data	No data	No data	No data
2023	$7,966,723	$9,649,179	$8,911,710	$-1,682,456
2022	$7,994,347	$8,513,991	$9,619,205	$-519,644
2021	$8,973,655	$8,516,717	$10,791,127	$456,938
2020	$9,433,584	$8,894,249	$10,533,837	$539,335
2019	$10,107,887	$10,704,174	$9,184,199	$-596,287

COPD FOUNDATION INC