THE FREDERIC AND HERB KOHLER TRUST FOR EDUCATION ADVANTAGE (EIN 326402420) - 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

2014

Legal Domicile

Principal Officer

LAURA KOHLER

Phone

9204581972

Tax Period

2023-01-01 to 2023-12-31

THE FREDERIC AND HERB KOHLER TRUST FOR EDUCATION ADVANTAGE, founded in 2014, is a small nonprofit in the Education sector that reported $513K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $457K left a modest 11% surplus.

Mission

THE TRUST WAS ORGANIZED TO ENGAGE IN AND CONDUCT CHARITABLE ACTIVITIES FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF THE KOHLER PUBLIC SCHOOL DISTRICT AND THE JOHN MICHAEL KOHLER ARTS CENTER, INC. INCLUDING DISTRIBUTING NET INCOME TO SAID SUPPORTED ORGANIZATIONS.

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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 $0

Program Service Revenue $0

Investment Income $512,732

Other Revenue $0

TOTAL REVENUE $512,732

Expense Breakdown

Grants Paid $453,776

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $453,776

Other Expenses $2,731

TOTAL EXPENSES $456,507

Year-over-Year Comparison

	2023	2022	Change
Revenue	$512,732	$448,535	+0.1%
Expenses	$456,507	$385,221	+0.2%
Net Income	$56,225	$63,314	-0.1%

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

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
LISA GREENE	TRUSTEE	1.00	Director	$0	$0	$0
MAEVE QUINN	TRUSTEE	1.00	Director	$0	$0	$0
MATT KAUTZER	TRUSTEE	1.00	Director	$0	$0	$0
LAURA KOHLER	TRUSTEE	1.00	Director	$0	$0	$0
NINA KOHLER	TRUSTEE	1.00	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
2024	No data	No data	No data	No data
2023	$512,732	$456,507	$1,084,863	$56,225
2022	$448,535	$385,221	$929,268	$63,314
2021	$401,111	$260,036	$1,041,801	$141,075
2020	$217,353	$272,787	$901,870	$-55,434
2019	$136,382	$15,576	$843,286	$120,806
2018	$49,804	$43,752	$628,490	$6,052

THE FREDERIC AND HERB KOHLER TRUST FOR EDUCATION ADVANTAGE