COPE FOUNDATION INC (EIN 465391861) - 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

2014

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

COPE FOUNDATION INC, founded in 2014, is a small nonprofit in the Human Services sector that reported $609K in total revenue in fiscal year 2023. Revenue surged 91% from the prior year, signaling strong growth momentum. The organization ran a surplus of $171K, a strong 28% operating margin.

Mission

COPE (Connecting Our Paths Eternally) is a nonprofit grief and healing organization dedicated to helping parents and families living with the loss of a child. Since 1999, COPE has connected individuals who have experienced similar losses by providing wraparound programs.

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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 $264,987

Program Service Revenue $100,000

Investment Income $14,481

Other Revenue $229,768

TOTAL REVENUE $609,236

Expense Breakdown

Grants Paid $0

Salaries & Benefits $299,016

Fundraising Expenses $43,849

Program Expenses $344,941

Other Expenses $127,387

TOTAL EXPENSES $437,759

Year-over-Year Comparison

	2023	2022	Change
Revenue	$609,236	$319,373	+0.9%
Expenses	$437,759	$359,389	+0.2%
Net Income	$171,477	$-40,016	-5.3%

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

100

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

$112,632

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ADAM RABINOVITCH	EXECUTIVE DIRECTOR	40.00	Officer	$96,176	$0	$96,176
MARIANNE BUJACICH	FINANCIAL OFFICER	10.00	Officer	$16,456	$0	$16,456
KRISTIN GILL	BOARD MEMBER	5.00	Director	$0	$0	$0
JENNIFER WEBB	BOARD MEMBER	5.00	Director	$0	$0	$0
SCOTT HABER	BOARD MEMBER	5.00	Director	$0	$0	$0
DOUGLAS NEWTON	BOARD MEMBER	5.00	Director	$0	$0	$0
SONIA MUKHI	BOARD MEMBER	5.00	Director	$0	$0	$0
BILL SLOVIN	BOARD MEMBER	5.00	Director	$0	$0	$0
LILLIAN JULIEN	PRESIDENT EMERITA	10.00	Director	$0	$0	$0
STEVEN REISMAN	BOARD MEMBER	5.00	Director	$0	$0	$0
LARRY MERGENTIME	CO-PRESIDENT	10.00	Officer Director	$0	$0	$0
SHERRY RADOWITZ	CO-TREASURER	10.00	Officer Director	$0	$0	$0
JENNIFER SCHWARTZ	CO-PRESIDENT	10.00	Officer Director	$0	$0	$0
BARBARA OMALLEY	CO-TREASURER	10.00	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
2024	No data	No data	No data	No data
2023	$609,236	$437,759	$646,092	$171,477
2022	$319,373	$359,389	$465,002	$-40,016
2021	$386,074	$280,502	$486,476	$105,572
2020	$259,758	$269,500	$412,868	$-9,742
2019	$343,827	$325,592	$374,652	$18,235
2018	$235,585	$319,396	$360,364	$-83,811

COPE FOUNDATION INC