COHABITAT FOUNDATION INC (EIN 271566437) - 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

2010

Legal Domicile

Principal Officer

JESSICA SCHIELE

Phone

3187597997

Tax Period

2023-01-01 to 2023-12-31

COHABITAT FOUNDATION INC, founded in 2010, is a small nonprofit in the Community Improvement sector that reported $304K in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum.

Mission

COHABITAT FOUNDATION IS A 501(C)(3) NONPROFIT ORGANIZATION WHOSE MISSION IS TO FOSTER ECONOMIC GROWTH BY PROVIDINGINTERNAL AND EXTERNAL RESOURCES, TOOLS, AND PROGRAMS FOR ALL THOSE WHO WISH TO START AND/OR GROW A BUSINESS.

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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 $257,379

Program Service Revenue $46,855

Investment Income $202

Other Revenue $0

TOTAL REVENUE $304,436

Expense Breakdown

Grants Paid $0

Salaries & Benefits $92,965

Fundraising Expenses $0

Program Expenses $254,372

Other Expenses $225,557

TOTAL EXPENSES $318,522

Year-over-Year Comparison

	2023	2022	Change
Revenue	$304,436	$244,676	+0.2%
Expenses	$318,522	$304,880	+0.0%
Net Income	$-14,086	$-60,204	-0.8%

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

$87,992

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNA GLEASON	BOARD MEMBER	0.25	Director	$0	$0	$0
AUDREY ROBINSON	BOARD MEMBER	0.25	Director	$0	$0	$0
DAVID ROCKETT	EX-OFFICIO MEMBER	0.25	Director	$0	$0	$0
LIZ SWAINE	EX-OFFICIO MEMBER	0.25	Director	$0	$0	$0
LAUREN TELEP	BOARD MEMBER	0.25	Director	$0	$0	$0
LUKE LEE	BOARD MEMBER	0.25	Director	$0	$0	$0
JESSICA SCHIELE	EXECUTIVE DIRECTOR	40.00	Officer	$65,000	$0	$65,000
EVERARDO RECENDIZ	VICE CHAIR	4.00	Officer	$15,000	$0	$15,000
HILTON NICHOLSON	CHAIRMAN	0.25	Officer	$0	$0	$0
DANIEL SANT	TREASURER	1.00	Officer	$7,992	$0	$7,992
JIM MALSCH	CHAIRMAN	0.25	Officer	$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	$304,436	$318,522	$261,808	$-14,086
2022	$244,676	$304,880	$287,167	$-60,204
2021	$238,718	$253,616	$338,988	$-14,898
2020	$202,027	$239,792	$346,285	$-37,765
2019	$260,957	$260,849	$279,122	$108
2018	$196,441	$251,143	$276,898	$-54,702

COHABITAT FOUNDATION INC