Coggon Community Memorial Foundation (EIN 421143026) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1980

Legal Domicile

Principal Officer

Mary L Henderson

Phone

3198265476

Tax Period

2025-01-01 to 2025-12-31

Coggon Community Memorial Foundation, founded in 1980, is a micro nonprofit in the Community Improvement sector that reported $96K in total revenue in fiscal year 2025. Revenue surged 78% from the prior year, signaling strong growth momentum. The organization ran a surplus of $29K, a strong 30% operating margin.

Mission

INITIATE AND ASSIST THE CITY OF COGGON AND SURROUNDING COMMUNITY WITH WORTHWHILE PROJECTS, WHICH WILL MAINTAIN OR IMPROVE THE QUALITY OF LIFE AND VITALITY OF THE COMMUNITY OF COGGON, IOWA

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $46,845

Program Service Revenue $0

Investment Income $49,373

Other Revenue $0

TOTAL REVENUE $96,218

Expense Breakdown

Grants Paid $64,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $64,000

Other Expenses $2,949

TOTAL EXPENSES $66,949

Year-over-Year Comparison

	2025	2024	Change
Revenue	$96,218	$54,003	+0.8%
Expenses	$66,949	$27,107	+1.5%
Net Income	$29,269	$26,896	+0.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
Rennie Montgomery	Director	1.00	Director	$0	$0	$0
Mary L Henderson	Sec Treas & Director	2.00	Officer Director	$0	$0	$0
Jeff Rath	Director	1.00	Director	$0	$0	$0
David Shaffer	N/A	1.00	Officer Director	$0	$0	$0
Jean Mangold	President	1.00	Officer 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	$96,218	$66,949	$1,173,356	$29,269
2024	No data	No data	No data	No data
2023	$98,753	$583,964	$1,117,191	$-485,211
2022	$13,457	$16,660	$1,585,347	$-3,203
2021	$542,090	$47,224	$1,606,456	$494,866
2020	$30,393	$18,613	$1,111,591	$11,780
2019	$28,258	$22,116	$1,094,007	$6,142
2018	$17,806	$24,206	$1,077,663	$-6,400

Coggon Community Memorial Foundation