CORALWOOD FOUNDATION INC (EIN 202821963) - 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

2005

Legal Domicile

Principal Officer

ADRIENNE MCMILLON

Phone

6788746002

Tax Period

2023-07-01 to 2024-06-30

CORALWOOD FOUNDATION INC, founded in 2005, is a small nonprofit in the Education sector that reported $101K in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year. The organization ran a surplus of $19K, a strong 19% operating margin.

Mission

CORALWOOD FOUNDATION'S MISSION IS TO PROMOTE EXCELLENCE IN EARLY CHILDHHOD INCLUSION EDUCATION, AND TO PROVIDE A VEHICLE FOR LONG-TERM FINANCIAL SUPPORT OF CHORALWOOD SCHOOL.

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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 (2023)

Revenue Breakdown

Contributions & Grants $83,056

Program Service Revenue $0

Investment Income $23,427

Other Revenue $-5,632

TOTAL REVENUE $100,851

Expense Breakdown

Grants Paid $0

Salaries & Benefits $25,000

Fundraising Expenses $0

Program Expenses $77,537

Other Expenses $56,355

TOTAL EXPENSES $81,355

Year-over-Year Comparison

	2023	2022	Change
Revenue	$100,851	$123,536	-0.2%
Expenses	$81,355	$92,776	-0.1%
Net Income	$19,496	$30,760	-0.4%

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

$25,000

Total Directors

$25,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTINA CESA	CO-PRESIDENT	5.00	Officer Director	$0	$0	$0
MINDY ZEH	CO-PRESIDENT	5.00	Officer Director	$0	$0	$0
ADRIENNE MCMILLON	TREASURER	5.00	Officer Director	$0	$0	$0
BECKY MASON	SECRETARY	5.00	Officer Director	$0	$0	$0
MELANIE CASTELLE	PRINCIPAL	1.00	Officer Director	$0	$0	$0
SHARON RHODES	DIR OF DEVEL	15.00	Officer Director	$25,000	$0	$25,000
REBECCA BLANTON	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA HARPER	DIRECTOR	2.00	Director	$0	$0	$0
ERIN HURST	DIRECTOR	2.00	Director	$0	$0	$0
JANET HAURY	DIRECTOR	2.00	Director	$0	$0	$0
PEACHES FLANAGAN	DIRECTOR	1.00	Director	$0	$0	$0
LAURA HOBBS	DIRECTOR	3.00	Director	$0	$0	$0
DANA HUGHES	DIRECTOR	3.00	Director	$0	$0	$0
KATE MICHALAK	DIRECTOR	3.00	Director	$0	$0	$0
CARYN STEINMAN	DIRECTOR	3.00	Director	$0	$0	$0
CHERYL RAMBLER	DIRECTOR	2.00	Director	$0	$0	$0
DANIEL MANDEL	DIRECTOR	1.00	Director	$0	$0	$0
KRISTIN MURFF	DIRECTOR	3.00	Director	$0	$0	$0
LENA SMITH	DIRECTOR	3.00	Director	$0	$0	$0
RAVIN HUGGINS	DIRECTOR	3.00	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	No data	No data	No data	No data
2024	$100,851	$81,355	$891,483	$19,496
2023	$123,536	$92,776	$827,336	$30,760
2022	$72,524	$52,031	$768,969	$20,493
2021	$47,737	$55,365	$880,680	$-7,628
2020	$101,255	$83,672	$801,322	$17,583
2018	$95,399	$63,247	$725,104	$32,152

CORALWOOD FOUNDATION INC