KOOTZNAHOO - FORTRESS OF THE BEAR (EIN 412064376) - 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

Principal Officer

JAY STIWELL

Phone

9077473032

Tax Period

2023-01-01 to 2023-12-31

KOOTZNAHOO - FORTRESS OF THE BEAR is a community nonprofit in the Animal-Related sector that reported $1.6M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $599K, a strong 37% operating margin.

Mission

TO PROVIDE PROTECTION AND CARE TO ORPHANED BROWN AND BLACK BEARS IN AN ENRICHING, EDUCATIONAL ENVIRONMENT.

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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 $81,998

Program Service Revenue $1,149,159

Investment Income $1,188

Other Revenue $368,838

TOTAL REVENUE $1,601,183

Expense Breakdown

Grants Paid $0

Salaries & Benefits $617,473

Fundraising Expenses $0

Program Expenses $623,822

Other Expenses $384,324

TOTAL EXPENSES $1,001,797

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,601,183	$1,459,281	+0.1%
Expenses	$1,001,797	$779,531	+0.3%
Net Income	$599,386	$679,750	-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

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

$67,692

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAMILLE FERGUSON	BOARD PRESID	N/A	Officer Director	$0	$0	$0
LAURIE BOOYSE	BOARD SECRET	N/A	Officer Director	$0	$0	$0
LEE BENNETT	BOARD TREASU	N/A	Officer Director	$0	$0	$0
BEVERLY CALDWELL	BOARD MEMBER	N/A	Director	$0	$0	$0
SARA HADAD-DEMBS	BOARD MEMBER	N/A	Director	$0	$0	$0
DEBI TERRY	BOARD MEMBER	N/A	Director	$0	$0	$0
SHAWNA THORNTON	BOARD MEMBER	N/A	Director	$0	$0	$0
JAY STIWELL	EXECUTIVE DI	40.00	Officer	$67,692	$0	$67,692

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	$1,601,183	$1,001,797	$3,193,560	$599,386
2022	$1,459,281	$779,531	$2,689,188	$679,750
2021	$403,149	$601,106	$2,708,030	$-197,957
2020	$371,074	$540,081	$2,234,955	$-169,007
2019	$976,068	$424,835	$2,423,513	$551,233
2018	$651,927	$385,875	$1,320,195	$266,052

KOOTZNAHOO - FORTRESS OF THE BEAR