COPPER BEECH INSTITUTE INC

EIN: 462785140 501(c)(3) Education

West Hartford, CT

Total Revenue
$254,645
Total Expenses
$321,952
Total Assets
$36,595
Net Assets
$27,313
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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
2013
Legal Domicile
CT
Principal Officer
Kimberlee Pita
Phone
8607609750
Tax Period
2024-07-01 to 2025-06-30

COPPER BEECH INSTITUTE INC, founded in 2013, is a small nonprofit in the Education sector that reported $255K in total revenue in fiscal year 2024. Revenue fell 63% from the prior year — a significant decline worth monitoring. Expenses of $322K exceeded revenue, resulting in a 26% operating deficit.

Mission

Teaching mindfulness practice and contemplative wisdom to inspire purposeful living, awaken our full potential for compassionate action, and encourage a healing shift in how we relate to one another and our interconnected world.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $113,885
Program Service Revenue $140,503
Investment Income $257
Other Revenue $0
TOTAL REVENUE $254,645

Expense Breakdown

Grants Paid $0
Salaries & Benefits $195,884
Fundraising Expenses $29,114
Program Expenses $212,780
Other Expenses $126,068
TOTAL EXPENSES $321,952

Year-over-Year Comparison

2024 2023 Change
Revenue $254,645 $688,429 -0.6%
Expenses $321,952 $662,382 -0.5%
Net Income $-67,307 $26,047 -3.6%
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

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Governance

Voting Members
10
Independent Members
10
Employees
3
Volunteers
20

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
4
$16,455
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Danielle Laura Executive Director 40
Highest
$105,277 $0 $105,277
Valerie Carterud Treasurer 11
Officer
$16,455 $0 $16,455
Jessica Allejandro Vice Chair 1
Director
$0 $0 $0
Emily Rosen Director 1
Director
$0 $0 $0
Dani Scott Director 1
Director
$0 $0 $0
Chinese Anako Director 1
Director
$0 $0 $0
Edward Langford Director 1
Director
$0 $0 $0
Kimberlee Pita Chairwoman 5
Officer
$0 $0 $0
Suzi Craig Board Clerk 2
Officer
$0 $0 $0
David Kelly from 1-25 Treasurer 5
Officer
$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 $254,645 $321,952 $36,595 $-67,307
2024 No data No data No data No data
2023 $574,512 $834,230 $566,223 $-259,718
2022 $678,560 $740,286 $464,170 $-61,726
2021 $738,219 $695,007 $552,043 $43,212
2020 $812,629 $817,922 $459,905 $-5,293
2019 $678,074 $732,832 $586,734 $-54,758
2018 $646,790 $593,884 $476,537 $52,906
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