CODY DIERUF FOUNDATION (EIN 204498266) - 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

2006

Legal Domicile

Principal Officer

PAMELA J WESTERN

Phone

4065862386

Tax Period

2023-01-01 to 2023-12-31

CODY DIERUF FOUNDATION, founded in 2006, is a small nonprofit in the Medical Research sector that reported $177K in total revenue in fiscal year 2023. Expenses of $210K exceeded revenue, resulting in a 19% operating deficit.

Mission

UNITING COMMUNITIES & FAMILES LIVING WITH CYSTIC FIBROSIS BY RAISING AWARNESS, PROVIDING EMOTIONAL & FINANCIAL ASSISTANCE, ENCOURAGING HEALTH MANAGEMENT & INSPIRING LIFE EXPERIENCES.

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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 $171,376

Program Service Revenue $0

Investment Income $5,551

Other Revenue $0

TOTAL REVENUE $176,927

Expense Breakdown

Grants Paid $0

Salaries & Benefits $99,205

Fundraising Expenses $6,460

Program Expenses $74,935

Other Expenses $110,755

TOTAL EXPENSES $209,960

Year-over-Year Comparison

	2023	2022	Change
Revenue	$176,927	$175,814	+0.0%
Expenses	$209,960	$188,303	+0.1%
Net Income	$-33,033	$-12,489	+1.6%

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

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

$55,803

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN C COX	PRESIDENT	2.00	Officer	$0	$0	$0
JANEL SHAMBLIN	VICE PRESIDENT	2.00	Officer	$0	$0	$0
KATHY LETENDRE	SECRETARY	2.00	Officer	$0	$0	$0
SHELLEY BEAL	TREASURER	2.00	Officer	$0	$0	$0
JULIE MCGRATH	BOARD MEMBER	2.00	Officer	$0	$0	$0
KIMBER MCLEAN	BOARD MEMBER	2.00	Officer Key Emp	$0	$0	$0
LEVI DIERUF	BOARD MEMBER	2.00	Officer	$0	$0	$0
RYAN DUFFY	BOARD MEMBER	2.00	Officer	$0	$0	$0
PAMELLA J WESTERN	EXEC. DIRECTOR	40.00	Key Emp	$55,803	$0	$55,803

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
2024	No data	No data	No data	No data
2023	$176,927	$209,960	No data	$-33,033
2022	$175,814	$188,303	No data	$-12,489
2021	$164,059	$115,763	No data	$48,296
2020	$172,366	$107,879	No data	$64,487
2019	$176,549	$137,075	No data	$39,474
2018	$205,970	$149,909	$529,464	$56,061

CODY DIERUF FOUNDATION