COPELAND FAMILY SUPPORTING ORGANIZATION C/O TIDEWATER JEWISH FOUNDATION INC (EIN 201512052) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

NAOMI LIMOR SEDEK

Phone

7579656100

Tax Period

2024-07-01 to 2025-06-30

COPELAND FAMILY FOUNDATION C/O TIDEWATER JEWISH FOUNDATION INC, founded in 2004, is a small nonprofit in the Religion sector that reported $120K in total revenue in fiscal year 2017. Net assets of $1.4M represent 136 months of operating reserves.

Mission

RECEIVE, MAINTAIN, AND ADMINISTER ASSETS IN PERPETUITY FOR THE BENEFIT OF THE COPELAND FAMILY SUPPORTING ORGANIZATIONS.

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $294,497

Other Revenue $0

TOTAL REVENUE $294,497

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $21,439

TOTAL EXPENSES $21,439

Year-over-Year Comparison

	2024	2023	Change
Revenue	$294,497	$144,179	+1.0%
Expenses	$21,439	$419,838	-0.9%
Net Income	$273,058	$-275,659	-2.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

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

$212,185

Total Directors

$212,185

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NAOMI SEDEK	SECRETARY	1.00	Officer Director	$0	$5,470	$212,185
TODD COPELAND	PRESIDENT	0.10	Officer Director	$0	$0	$0
M SCOTT COPELAND	TREASURER	0.10	Officer Director	$0	$0	$0
STACY COPELAND BRODY	DIRECTOR	0.10	Director	$0	$0	$0
JODI COPELAND KLEBANOFF	DIRECTOR	0.10	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	$294,497	$21,439	$2,541,085	$273,058
2024	$144,179	$419,838	$2,173,018	$-275,659
2023	$152,156	$389,572	$2,375,302	$-237,416
2022	$169,768	$154,839	$2,545,366	$14,929
2021	$232,857	$103,772	$2,643,407	$129,085
2020	$134,078	$148,038	$2,404,178	$-13,960
2019	$1,038,935	$12,919	$2,566,983	$1,026,016
2018	$120,371	$125,174	$1,503,646	$-4,803

COPELAND FAMILY SUPPORTING ORGANIZATION C/O TIDEWATER JEWISH FOUNDATION INC