JOSEPH'S COAT INC (EIN 201380542) - 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

Principal Officer

KELLI SHANER

Phone

4024260440

Tax Period

2025-01-01 to 2025-12-31

JOSEPH'S COAT INC is a small nonprofit in the Human Services sector that reported $610K in total revenue in fiscal year 2025. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $302K, a strong 50% operating margin.

Mission

THE MISSION OF JOSEPH'S COAT, A FAITH-BASED CHARITABLE ORGANIZATION, IS TO PROVIDE FOOD TO FAMILIES IN NEED AND ACCESS TO QUALITY MERCHANDISE THROUGHOUT THE COMMUNITY.

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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 (2025)

Revenue Breakdown

Contributions & Grants $224,723

Program Service Revenue $0

Investment Income $21,037

Other Revenue $364,071

TOTAL REVENUE $609,831

Expense Breakdown

Grants Paid $0

Salaries & Benefits $209,336

Fundraising Expenses $0

Program Expenses $301,856

Other Expenses $98,022

TOTAL EXPENSES $307,358

Year-over-Year Comparison

	2025	2024	Change
Revenue	$609,831	$492,741	+0.2%
Expenses	$307,358	$335,593	-0.1%
Net Income	$302,473	$157,148	+0.9%

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

300

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
FRED OTTE	PRESIDENT	N/A	Officer Director	$0	$0	$0
ASHLEIGH HARVEY	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
KELLI SHANER	TREASURER	N/A	Officer Director	$0	$0	$0
ANNETTE OTT	SECRETARY	N/A	Officer Director	$0	$0	$0
JUSTIN PHILP	BOARD MEMBER	N/A	Director	$0	$0	$0
KEVIN WILLIS	BOARD MEMBER	N/A	Director	$0	$0	$0
CATHY WHITE	BOARD MEMBER	N/A	Director	$0	$0	$0
CECE TONN	BOARD MEMBER	N/A	Director	$0	$0	$0
TERI MCKENNAN	BOARD MEMBER	N/A	Director	$0	$0	$0
TIM KAUP	BOARD MEMBER	N/A	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	$609,831	$307,358	$1,223,428	$302,473
2024	$492,741	$335,593	$924,682	$157,148
2023	$431,407	$263,904	$764,445	$167,503
2022	$319,103	$238,761	$594,543	$80,342
2021	$326,543	$209,005	$511,736	$117,538
2020	$346,320	$205,598	$491,544	$140,722
2019	$281,166	$221,547	$328,316	$59,619
2018	$266,220	$208,199	$265,193	$58,021

JOSEPH'S COAT INC