COSHOCTON FOUNDATION (EIN 316064567) - 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

1966

Legal Domicile

Principal Officer

ROBERT W PELL

Phone

7406220010

Tax Period

2024-10-01 to 2025-09-30

COSHOCTON FOUNDATION, founded in 1966, is a community nonprofit in the Community Improvement sector that reported $2.7M in total revenue in fiscal year 2024. Revenue surged 58% from the prior year, signaling strong growth momentum. The organization ran a surplus of $496K, a strong 18% operating margin.

Mission

COMMUNITY FOUNDATION

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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 $1,673,396

Program Service Revenue $0

Investment Income $1,037,779

Other Revenue $8,643

TOTAL REVENUE $2,719,818

Expense Breakdown

Grants Paid $1,797,780

Salaries & Benefits $243,815

Fundraising Expenses $4,000

Program Expenses $1,827,595

Other Expenses $182,216

TOTAL EXPENSES $2,223,811

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,719,818	$1,723,937	+0.6%
Expenses	$2,223,811	$1,578,721	+0.4%
Net Income	$496,007	$145,216	+2.4%

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

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

$80,702

Total Directors

$80,702

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT W PELL	EXECUTIVE DIRECTOR	40.00	Officer Director	$80,702	$0	$80,702
BRUCE WALLACE	TRUSTEE	5.00	Director	$0	$0	$0
BARBARA BROOKS EMMONS	TRUSTEE	5.00	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	$2,719,818	$2,223,811	$50,022,431	$496,007
2024	$1,723,937	$1,578,721	$46,113,146	$145,216
2023	$2,044,040	$6,159,889	$43,109,309	$-4,115,849
2022	$5,772,965	$1,734,462	$40,717,869	$4,038,503
2021	$2,953,359	$4,026,898	$49,017,547	$-1,073,539
2020	$1,600,582	$1,392,680	$40,881,158	$207,902
2019	$6,678,478	$1,253,777	$41,641,868	$5,424,701
2018	$2,368,398	$1,355,577	$37,350,288	$1,012,821

COSHOCTON FOUNDATION