FREDERIC CORNELL KOHLER CHARITABLE TRUST (EIN 396705842) - 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

2000

Legal Domicile

Principal Officer

LAURA ELIZABETH KOHLER

Phone

4142775000

Tax Period

2024-01-01 to 2024-12-31

FREDERIC CORNELL KOHLER CHARITABLE TRUST, founded in 2000, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $844K in total revenue in fiscal year 2024. Revenue surged 81% from the prior year, signaling strong growth momentum. The organization ran a surplus of $839K, a strong 99% operating margin.

Mission

TO PROVIDE FINANCIAL SUPPORT TO SPECIFIED EDUCATION & ARTS 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $844,069

Other Revenue $0

TOTAL REVENUE $844,069

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $5,262

TOTAL EXPENSES $5,262

Year-over-Year Comparison

	2024	2023	Change
Revenue	$844,069	$466,265	+0.8%
Expenses	$5,262	$982,828	-1.0%
Net Income	$838,807	$-516,563	-2.6%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURA ELIZABETH KOHLER	Trustee	1.00	Director	$0	$0	$0
KC NEMSCHOFF	Trustee	1.00	Director	$0	$0	$0
MICHAEL BEECK	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	$844,069	$5,262	$3,704,587	$838,807
2023	$466,265	$982,828	$2,865,780	$-516,563
2022	$518,303	$2,385	$3,382,343	$515,918
2021	$397,523	$399,415	$2,866,425	$-1,892
2020	$370,664	$370,664	$2,868,317	No data
2019	$338,806	$336,714	$2,868,317	$2,092
2018	$278,857	$281,561	$2,866,225	$-2,704

FREDERIC CORNELL KOHLER CHARITABLE TRUST