THE COLTMAN FRIENDS FOUNDATION INC THE COLTMAN FRIENDS FOUNDATION INC (EIN 232954760) - 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

1999

Legal Domicile

Principal Officer

CHARLES L COLTMAN III

Phone

6105806221

Tax Period

2024-02-01 to 2025-01-31

THE COLTMAN FRIENDS FOUNDATION INC THE COLTMAN FRIENDS FOUNDATION INC, founded in 1999, is a small nonprofit in the Education sector that reported $141K in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. The organization ran a surplus of $140K, a strong 99% operating margin.

Mission

THE COLTMAN FRIENDS FOUNDATION WAS ESTABLISHED EXCLUSIVELY TO BENEFIT QUAKER SCHOOLS IN PENNSYLVANIA FOR CHARITABLE AND EDUCATIONAL PURPOSES WITHIN 501(C)(3).

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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 $0

Program Service Revenue $0

Investment Income $140,992

Other Revenue $0

TOTAL REVENUE $140,992

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $850

TOTAL EXPENSES $850

Year-over-Year Comparison

	2024	2023	Change
Revenue	$140,992	$170,335	-0.2%
Expenses	$850	$1,000	-0.2%
Net Income	$140,142	$169,335	-0.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CLAYTON F COLTMAN	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
L J FARROW	SECRETARY	N/A	Officer Director	$0	$0	$0
NORMA GOTTLIEB	DIRECTOR	N/A	Director	$0	$0	$0
CHARLES L COLTMAN III	TREASURER	N/A	Officer Director	$0	$0	$0
CHARLES L COLTMAN IV	PRESIDENT	N/A	Officer Director	$0	$0	$0
TIMOTHY JAMES	DIRECTOR	N/A	Director	$0	$0	$0
JALAL RHAMIRICH	DIRECTOR	N/A	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	$140,992	$850	$5,300,851	$140,142
2024	$170,335	$1,000	$4,610,983	$169,335
2023	$124,407	$8,122	$4,049,150	$116,285
2022	$287,756	$9,288	$4,823,514	$278,468
2021	$330,662	$1,050	$3,278,147	$329,612
2020	$70,424	$1,100	$3,078,078	$69,324
2019	$-127,561	$7,220	$3,006,962	$-134,781

THE COLTMAN FRIENDS FOUNDATION INC THE COLTMAN FRIENDS FOUNDATION INC