CHARITABLE FUND OF COZAD

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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

TIM SLADEK

Phone

3087842804

Tax Period

2023-01-01 to 2023-12-31

CHARITABLE FUND OF COZAD is a small nonprofit that reported $109K in total revenue in fiscal year 2023. Revenue fell 46% from the prior year — a significant decline worth monitoring. Expenses of $104K left a modest 5% surplus.

Mission

THE MISSION OF THE CHARITABLE FUND OF COZAD IS TO UNITE PEOPLE AND RESOURCES TO BUILD A STRONGER, HEALTHIER AND MORE COMPASSIONATE COMMUNITY

Program Service Accomplishments

Program 1

Expenses: $100,731

THE CHARITABLE FUND OF COZAD CONDUCTS AN ANNUAL CAMPAIGN TO RAISE FUNDS TO DISTRIBUTE TO TAX-EXEMPT AGENCIES WHO HAVE APPLIED FOR FUNDING.

Program 2

DISCRETIONARY FUNDS

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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 $76,044

Program Service Revenue $0

Investment Income $23,883

Other Revenue $9,000

TOTAL REVENUE $108,927

Expense Breakdown

Grants Paid $67,450

Salaries & Benefits $14,585

Fundraising Expenses $0

Program Expenses $100,731

Other Expenses $21,556

TOTAL EXPENSES $103,591

Year-over-Year Comparison

	2023	2022	Change
Revenue	$108,927	$202,892	-0.5%
Expenses	$103,591	$371,073	-0.7%
Net Income	$5,336	$-168,181	-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

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

$12,503

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAM REICKS	EXECUTIVE DI	20.00	Officer	$12,503	$0	$12,503
ROD BAKER	DIRECTOR	1.00	Director	$0	$0	$0
CLAIRE BAZATA	DIRECTOR	1.00	Director	$0	$0	$0
THEA COLE	SECRETARY	1.00	Officer Director	$0	$0	$0
JARED CRICK	DIRECTOR	1.00	Director	$0	$0	$0
MEGAN FALES	DIRECTOR	1.00	Director	$0	$0	$0
LINDA GADWAY	DIRECTOR	1.00	Director	$0	$0	$0
AMBER GUERRA	DIRECTOR	1.00	Director	$0	$0	$0
BLANCA HERNANDEZ	DIRECTOR	1.00	Director	$0	$0	$0
TAMMY HIGGINS	DIRECTOR	1.00	Director	$0	$0	$0
CHERYL HOCK	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN KLOEPPING	TREASURER	1.00	Officer Director	$0	$0	$0
PEGGY MAACK	DIRECTOR	1.00	Director	$0	$0	$0
CANDA MONTGOMERY	DIRECTOR	1.00	Director	$0	$0	$0
VICKIE PRILLAMAN	DIRECTOR	1.00	Director	$0	$0	$0
JACOB RUSH	DIRECTOR	1.00	Director	$0	$0	$0
VELMA SCHUTTE	DIRECTOR	1.00	Director	$0	$0	$0
ANNE SEAMAN	DIRECTOR	1.00	Director	$0	$0	$0
TIM SLADEK	PRESIDENT	1.00	Officer Director	$0	$0	$0
DIANA TONER	DIRECTOR	1.00	Director	$0	$0	$0
ROZANN TRUSDALE	DIRECTOR	1.00	Director	$0	$0	$0
TONYA WEATHERLY	DIRECTOR	1.00	Director	$0	$0	$0
LINDSAY WELLS	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
KELLY WORRELL	DIRECTOR	1.00	Director	$0	$0	$0
DREU YOUNG	DIRECTOR	1.00	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	$108,927	$103,591	$1,038,631	$5,336
2022	$202,892	$371,073	$988,170	$-168,181
2021	$121,609	$109,517	$1,352,000	$12,092
2020	$135,539	$125,245	$1,275,019	$10,294
2019	$123,983	$134,288	$1,218,551	$-10,305
2018	$108,328	$113,175	$1,162,014	$-4,847