Kopperud Foundation

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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

1968

Legal Domicile

Principal Officer

Lawrence DuBois

Phone

7012658446

Tax Period

2024-01-01 to 2024-12-31

Kopperud Foundation, founded in 1968, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $100K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $87K left a modest 13% surplus.

Mission

private support to religious, charitable and medical organizations

Program Service Accomplishments

Program 1

Expenses: $68,229

distribution of income to organizations for religious, charitable and medical purposes

Program 2

Expenses: $12,320

real estate taxes paid

Program 3

Expenses: $6,405

payment of legal fees for legal services

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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 $18,028

Other Revenue $82,300

TOTAL REVENUE $100,328

Expense Breakdown

Grants Paid $68,229

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $87,297

Other Expenses $19,068

TOTAL EXPENSES $87,297

Year-over-Year Comparison

	2024	2023	Change
Revenue	$100,328	$88,989	+0.1%
Expenses	$87,297	$82,390	+0.1%
Net Income	$13,031	$6,599	+1.0%

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

N/A

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
Richard Geiger	President	0.75	Officer Director	$0	$0	$0
Roberta Corrick	Treasurer	0.50	Officer Director	$0	$0	$0
Lawrence DuBois	Secretary	0.50	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	No data	No data	No data	No data
2024	$100,328	$87,297	$4,342,858	$13,031
2023	$88,989	$82,390	$4,191,504	$6,599
2022	$86,533	$90,943	$3,883,956	$-4,410
2021	$97,167	$72,080	$3,571,966	$25,087
2020	$80,865	$73,734	$3,551,370	$7,131