THE AL COPELAND FOUNDATION (EIN 262170932) - 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

2008

Legal Domicile

Principal Officer

ALVIN C COPELAND JR

Phone

5048301000

Tax Period

2023-01-01 to 2023-12-31

THE AL COPELAND FOUNDATION, founded in 2008, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $458K in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum. Expenses of $652K exceeded revenue, resulting in a 42% operating deficit.

Mission

GRANTMAKING PROGRAM TO SUPPORT VARIOUS CHARITABLE ORGANIZATIONS IN CARRYING OUT THEIR CHARITABLE PURPOSE ESPECIALLY IN THE AREA OF CANCER RESEARCH.

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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 $521,319

Program Service Revenue $0

Investment Income $3,494

Other Revenue $-67,274

TOTAL REVENUE $457,539

Expense Breakdown

Grants Paid $582,610

Salaries & Benefits $0

Fundraising Expenses $64,046

Program Expenses $582,610

Other Expenses $69,027

TOTAL EXPENSES $651,637

Year-over-Year Comparison

	2023	2022	Change
Revenue	$457,539	$355,439	+0.3%
Expenses	$651,637	$297,278	+1.2%
Net Income	$-194,098	$58,161	-4.3%

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

N/A

Employees

N/A

Volunteers

100

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
ELIZABETH COPELAND	SECRETARY	N/A	Officer Director	$0	$0	$0
ALVIN C COPELAND JR	PRESIDENT	N/A	Officer 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
2024	No data	No data	No data	No data
2023	$457,539	$651,637	$286,496	$-194,098
2022	$355,439	$297,278	$480,581	$58,161
2021	$202,965	$431,455	$422,420	$-228,490
2020	$218,990	$139,435	$650,910	$79,555
2019	$320,817	$21,929	$571,355	$298,888
2018	$237,242	$135,722	$272,467	$101,520

THE AL COPELAND FOUNDATION