KOHLER TRUST FOR THE ARTS AND EDUCATION (EIN 391274547) - 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

1977

Legal Domicile

Principal Officer

LAURA KOHLER

Phone

9204581972

Tax Period

2024-02-01 to 2025-01-31

KOHLER TRUST FOR THE ARTS AND EDUCATION, founded in 1977, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $10.2M in total revenue in fiscal year 2024. Expenses of $9.5M left a modest 7% surplus.

Mission

TO PROVIDE FINANCIAL SUPPORT TO THE BENEFICIARIES LISTED IN THE TRUST GOVERNING INSTRUMENT FOR PURSING OF THEIR ARTS AND EDUCATION ACTIVITIES.

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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 $10,226,650

Other Revenue $0

TOTAL REVENUE $10,226,650

Expense Breakdown

Grants Paid $9,496,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $9,496,000

Other Expenses $33,486

TOTAL EXPENSES $9,529,486

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,226,650	$9,590,310	+0.1%
Expenses	$9,529,486	$7,523,818	+0.3%
Net Income	$697,164	$2,066,492	-0.7%

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
LAURA KOHLER	CHAIRPERSON/TRUSTEE	0.10	Officer Director	$0	$0	$0
RENEE BOLDT	SECRETARY/TRUSTEE	0.10	Officer Director	$0	$0	$0
JEFFREY P CHENEY	TREASURER/TRUSTEE	0.10	Officer Director	$0	$0	$0
MICHAEL BEECK	TRUSTEE	0.10	Director	$0	$0	$0
RACHEL KOHLER	TRUSTEE	0.10	Director	$0	$0	$0
MAEVE QUINN	TRUSTEE	0.10	Director	$0	$0	$0
STEVE WOODS	TRUSTEE	0.10	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	$10,226,650	$9,529,486	$11,857,561	$697,164
2024	$9,590,310	$7,523,818	$11,224,682	$2,066,492
2023	$5,399,381	$5,236,466	$9,026,389	$162,915
2022	$5,585,156	$5,311,925	$9,068,772	$273,231
2021	$4,302,607	$4,279,555	$8,887,988	$23,052
2020	$4,392,207	$4,286,185	$8,614,854	$106,022
2019	$5,295,784	$5,236,029	$8,468,019	$59,755

KOHLER TRUST FOR THE ARTS AND EDUCATION