KOERNER FAMILY FOUNDATION (EIN 201804817) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

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

MICHAEL KOERNER

Tax Period

2019-01-01 to 2019-12-31

KOERNER FAMILY FOUNDATION, founded in 2004, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $278K in total revenue in fiscal year 2019. The organization ran a surplus of $197K, a strong 71% operating margin.

Mission

TO PROVIDE GRADUATE FELLOWSHIPS FOR STUDENTS PURSUING DOCTORAL ENINEERING DEGRESS WITH RESEACH CAREERS AS THEIR LONG-TERM GOALS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $16,325

Program Service Revenue $0

Investment Income $261,996

Other Revenue $0

TOTAL REVENUE $278,321

Expense Breakdown

Grants Paid $80,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $80,000

Other Expenses $874

TOTAL EXPENSES $80,874

Year-over-Year Comparison

	2019	2018	Change
Revenue	$278,321	$280,915	0.0%
Expenses	$80,874	$82,074	0.0%
Net Income	$197,447	$198,841	0.0%

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

N/A

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
MARY KOERNER	TREASURER	3.00	Director	$0	$0	$0
PAULINE LIMBERG	SECRETARY	2.00	Director	$0	$0	$0
GEORGE KOERNER	VICE PRESIDENT	2.00	Director	$0	$0	$0
JAMIE KOERNER	VICE PRESIDENT	2.00	Director	$0	$0	$0
DOUG LIMBERG	VICE PRESIDENT	2.00	Director	$0	$0	$0
ROBERT KOERNER	VICE PRESIDENT	5.00		$0	$0	$0
PAULINE KOERNER	VICE PRESIDENT	2.00		$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
2019	$278,321	$80,874	$5,105,742	$197,447
2018	$280,915	$82,074	$4,451,503	$198,841

KOERNER FAMILY FOUNDATION