CAMPHILL VILLAGE COPAKE FOUNDATION INC (EIN 204565002) - 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

WILLIAM KOLBERG

Phone

5183294851

Tax Period

2024-04-01 to 2025-03-31

CAMPHILL VILLAGE COPAKE FOUNDATION INC, founded in 2006, is a community nonprofit in the Human Services sector that reported $3.8M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $3.6M left a modest 6% surplus.

Mission

TO COLLECT, HOLD AND INVEST FUNDS AND PROVIDE FINANCIAL SUPPORT AND ASSISTANCE TO CAMPHILL VILLAGE USA, INC. AND OTHER ORGANIZATIONS RELATED TO THE CAMPHILL MOVEMENT.

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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 (2024)

Revenue Breakdown

Contributions & Grants $818,550

Program Service Revenue $0

Investment Income $2,983,030

Other Revenue $0

TOTAL REVENUE $3,801,580

Expense Breakdown

Grants Paid $3,060,305

Salaries & Benefits $0

Fundraising Expenses $4,704

Program Expenses $3,060,305

Other Expenses $504,152

TOTAL EXPENSES $3,564,457

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,801,580	$3,303,692	+0.2%
Expenses	$3,564,457	$2,820,874	+0.3%
Net Income	$237,123	$482,818	-0.5%

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

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

$275,712

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LIA BABITCH	SECRETARY	1.00	Officer Director	$0	$0	$0
JAN BERMAN	DIRECTOR	1.00	Director	$0	$0	$0
JOEL COHEN	DIRECTOR	1.00	Director	$0	$0	$0
LOUIS COOPER	DIRECTOR	1.00	Director	$0	$0	$0
ROMAN GERHARD	DIRECTOR	1.00	Director	$0	$0	$0
KERST DE JONG	CHAIR	1.00	Officer Director	$0	$0	$0
BRUCE KRAUS	CHAIR OF THE INVESTMENT COMMITTEE	5.00	Officer Director	$0	$0	$0
DAVID WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM VOGT	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM KOLBERG	CFO / TREASURER	5.00	Officer	$0	$17,509	$179,464
DAVID CLARK	ASSISTANT TREASURER	5.00	Officer	$0	$9,518	$96,248

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	$3,801,580	$3,564,457	$84,048,760	$237,123
2024	$3,303,692	$2,820,874	$81,134,231	$482,818
2023	$1,888,872	$3,262,214	$70,204,372	$-1,373,342
2022	$6,154,585	$1,208,931	$74,397,433	$4,945,654
2021	$2,504,209	$2,909,220	$67,364,468	$-405,011
2020	$4,199,505	$10,342,995	$54,108,762	$-6,143,490
2019	$3,681,769	$3,466,467	$64,893,731	$215,302
2018	$6,647,602	$6,532,682	$67,064,577	$114,920

CAMPHILL VILLAGE COPAKE FOUNDATION INC